Wednesday, March 31, 2010

Jason Zweig

Before earnings season consumes most of your attention, my interview with the well-regarded columnist for the Wall Street Journal and author of "Your Money and Your Brain: How the Science of Neuroeconomics Can Help Make You Rich" includes the emerging investment field of neuroeconomics and behavioral finance, attributes of good investors, and what constitutes a good investment attitude.

Investors seeking to take a step back and reflect on the investment decision-making process and understand why we do what we do will find this interview a most rewarding experience.

The length of the interview is 17 minutes 50 seconds.

To listen to this interview, click here

Friday, March 26, 2010

Lawrence G. McDonald

In a most thought provoking interview with the Managing Director of Pangea Capital Management and author of "A Colossal Failure of Common Sense: The Inside Story of the Collapse of Lehman Brothers", we began by discussing the recently issued report on Lehman Bros. and Repo 105. We then moved on to key elements in his book including several truly inside experiences such as the brass knuckles tactics of senior management and how "they silenced their best talent when they needed them most". We also discussed Larry's views on how big banks today are "too big to succeed" and the risk exposure to the US economy (62% of GDP) that the top 6 banks represent.

The length of the interview is 18 minutes 22 seconds.

To listen to this interview, click here

Wednesday, March 24, 2010

Dr. George Friedman

In my interview with the founder and CEO of STRATFOR and author of "The Next 100 Years: A Forecast for the 21st Century" we explore the provocative views that are a hallmark of Dr. Friedman's work. Challenging the status quo of conventional thinking, this interview will stretch your intellectual horizons as Dr. Friedman describes the consequences of the coming global population bust, the disruptive role technology will play, the geopolitical fault lines that lie ahead, the philosophy that is American pragmatism and its conflict with European metaphysics, and the current rift between the US and Israel.

The length of the interview is 14 minutes 49 seconds.

To listen to this interview, click here

Friday, March 19, 2010

Lord Robert Skidelsky

My interview with Lord Robert Skidelky, author "Keynes: The Return of the Master", begins the rare and valuable perspective on a vital issue that few investors take the time to stop and consider: what economic philosophy will emerge as the dominant approach to managing capitalistic economies?

In light of the shattering of what has been known as American-style capitalism (what some have labeled "cowboy capitalism"), having a clear understanding of which economic philosophy will dominate in the years ahead is essential to all investors. (This point will become more clear re China and "state capitalism" when my interview with Dr. Ian Bremmer is posted in early May.)

For those investors interested in truly going beyond the sound bite of economic matters, the 15 minutes 32 seconds spent listening to this interview will be time very well spent.

To listen to this interview, click here

Wednesday, March 17, 2010

Marisa DiNatale

My interview with the Director and Economist with Moody's Economy.com includes a +2.8% full year real GDP forecast (skewed more toward the second half of the year due in part to the compositional factors of the stimulus and a diminution of the inventory rebuilding cycle in the 1H10), the dynamics of growing economy in a weak jobs market, and the state of the (US) states.

The length of the interview is 14 minutes 35 seconds.

To listen to this interview, click here

Vinny on foxbusiness.com


The length of the interview is 7 minutes 21 seconds.

Note: If the video doesn't play immediately try the following - reload the page, restart your browser, or use a different browser.

Also, Vinny on BNN TV is available here.

Friday, March 12, 2010

Tom McManus

My interview with the well known and highly respected investment strategist includes the secular trends for the economic "new normal", US consumer and employment outlook, corporate profitability, and P/E levels for the equity markets.

The length of the interview is 12 minutes 50 seconds.

To listen to this interview, click here
If interested in reaching Tom, click here

Friday, March 5, 2010

Adam Parker

In my interview with the Chief Investment Strategist for Sanford C. Bernstein, Mr. Parker describes how the second half of the year is likely to result in a modestly below consensus view for 2010 operating earnings for the S&P 500, why a 13 to 15 P/E is more appropriate for the current market climate, some of the issues involved with the Fed's exit strategy and the economic handoff from government stimulus to sustainable private sector growth, and the prospects for a strong capex spending cycle and technology.

The length of the interview is 14 minutes 48 seconds.

To listen to this interview, click here

Wednesday, March 3, 2010

Christian Menegatti

In my interview with Nouriel Roubini's Head of Global Economic Research Mr. Menegatti expressed a cautiously optimistic outlook for the US economy with few signs of a double dip, a stagnant Eurozone outlook, limited concern re contagion from the Greek tragedy, key risks to global trade, and why Gold appears to be in a win/win situation.

The length of the interview is 18 minutes 01 second.

To listen to this interview, click here

Wednesday, February 24, 2010

Michael Greenberger

Can meaningful regulatory reform occur in this highly political year? Is the Obama administration on the right side of the credit derivatives argument? What is the future of financial innovation? If gaining a deeper understanding of the key issues related to financial innovation and regulatory reform is of interest*, then my second conversation with the former Director, Division of Trading and Markets, Commodity Futures Trading Commission will fit that bill.

The length of the interview is 18 minutes 28 seconds.

To listen to this interview, click here

*Including the 1990's battles between Alan Greenspan, Robert Rubin, Larry Summers versus CFTC chairperson Brooksley Born re regulating OTC derivatives (Greenberger was a top aide to Born). The dust up was the central feature of the excellent Frontline segment, "The Warning".

Note: To learn more about Professor Greenberger's work click here

Wednesday, February 17, 2010

Dan Clifton

My interview with the Head of Policy Research for Strategas Research Partners includes an assessment of the likely electoral bloodbath in store for the Democrats this November, the state of the US states, the increasing sovereign debt crisis, and an economic policy of "kick the can down the road".

To listen to this interview, click here

Wednesday, February 10, 2010

Dr. Andrew Lo

Leveraging off my first interview with the Director of MIT's Laboratory for Financial Engineering and co-author of "The Heretics of Finance: Conversations with Leading Practitioners of Technical Analysis", Dr. Lo describes the progress in his Adaptive Markets Hypothesis (AMH), the difference between AMH and game theory, the prospects of an evolution to CAPM, and some very useful resources in better understanding decision-making.

To listen to this interview, click here