My wide ranging interview with the Founder and CEO of Minyanville includes the potential of a retest of the March lows, the importance of the US dollar to asset price changes, the "age of austerity", the value in financial innovation, and the importance of being a contrarian investor.
The Chief Investment Strategist at Standard and Poors returns for his third "Beyond the Sound Bite" interview, which includes a prospective correction to the 800 - 825 range for the S&P 500, Info Tech's recent strength and the classic rotation to early cycle sectors, why higher quality sectors have been and remain the investment place to be in the current market climate, and the economic transformation of the US economy. 
In yet another excellent and insightful interview with the Wall Street veteran and Chief Market Technical Analyst for Miller + Tabak we explored the prospects for a completed market bottom, the absence of public participation in the equity markets, investors sentiment, which sectors, size, and styles look attractive and which look unattractive, and some thoughts on the fixed income market, the US dollar, and the strong chart pattern of Gold.
My podcast interview with the CEO and co-CIO at Fridson Investment Advisors explores some of the topics to be discussed at next week's New York Society of Security Analysts' 19th Annual High Yield Bond Conference, his views on the trends and directions of the high yield market since our interview one year ago, quality issues in the high yield market, and the trend toward activist government. 
My interview with the Chief Investment Strategist of Subodh Kumar & Associates includes his cautious equity outlook at the top end of the trading range, the low quality aspects of the recent equity markets' rallies, the coming powerful earnings benefits from cost cutting, a 2010 S&P 500 operating earnings view of $75, and the emergent era of managed capitalism.
My interview with the cofounder and Chief Investment Officer with Cumberland Advisors includes a cautious equity outlook made more so by the potential flu pandemic, an asset allocation mix that favors high quality bonds over equities, uncertainty re earnings outlook for 2009, and a few thoughts on financial innovation.
My conversation with Federated Investors' Chief Equity Market Strategist and Senior Portfolio Manager includes a moderately constructive yet selective outlook on the equity markets, expectations of positive US GDP numbers in the fourth quarter of this year, supportive reasons for a higher than historical average P/E for the US equity markets, and thoughts on the future of capitalism. 
My interview with the Executive Vice President and Chief Economist at ITG and author of The Cost of Capitalism: Understanding Market Mayhem and Stabilizing Our Economic Future explored the real world economic pragmatism articulated in his just published book - notably the principles of Hyman Minsky, the Minsky Moment, how the financial markets are a source of economic instability, and why free market capitalism is still the best way to go. We also touched on his views re the current economic climate.
My interview with the president of Eurasia Group and coauthor of The Fat Tail: The Power of Political Knowledge for Strategic Investing explored key themes from his new book - notably the investment importance of political risk management, the power shift from capitals of finance to capitals of politics, and the factors involved in quantifying political risk. We also discussed his views on emerging markets and Brazil.
