Showing posts with label Credit Markets. Show all posts
Showing posts with label Credit Markets. Show all posts
Tuesday, November 1, 2011
Wednesday, December 15, 2010
Bethany McLean
In The Tempest the Bard wrote, "Hell is empty, and all the devils are here." He could have easily been describing the financial crisis, its causes, and its aftermath. My interview with the coauthor of "All The Devils Are Here: The Hidden History of the Financial Crisis" takes us deep into the details of what went wrong and why. The depth of the investigative work is truly remarkable and, when understood in conjunction with my September 16th podcast interview with Simon Johnson, helps complete the picture of what happened, why it happened, and how to anticipate future such crisis.
To listen to the 13 minutes 04 second 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 17, 2010
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.
Labels:
Credit Markets,
Economic,
Investment Strategy
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 3, 2010
Gregory Zuckerman
I had the pleasure of conducting a most fascinating interview with the senior writer at the Wall Street Journal and author of "The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History", a book that goes well beyond its title or, as Mohammed El-Erian put it, "Greg Zuckerman's book is much, much more than a brilliant account of Paulson's trade of the century; it also provides a highly enjoyable and lucid journey through the analytical and emotional maze that constituted the financial markets on the eve of the Great Recession. The book is compulsory reading for those looking for exceptional insights on the complex forces that interconnect Wall Street, hedge funds and Main Street."For those investors seeking to gain a better insight into how the Wall Street of today really works, this interview will help accomplish that goal.
The length of the interview is 14 minutes 37 seconds.
To listen to this interview, click here
Wednesday, December 16, 2009
Thomas Krasner, CFA
My interview with the Principal and Portfolio Manager at Concise Capital Management introduces listeners to a unique fundamental analysis approach to high yield bonds. By focusing on short maturities, Mr. Krasner and his associates minimize the interest rate risk dynamic while capturing high income streams. Tom also provides his perspective on the current default rate cycle in the high yield bond area. To listen to the 13 minutes 42 second interview, click here
Wednesday, August 5, 2009
Gillian Tett
My interview with the assistant editor of the Financial Times and author of "Fool's Gold" includes key aspects of financial innovation, the consequences of a reluctance to lend by financial institutions, the utility qualities of the financial services industry, and the transitional nature of both the financial services industry and the global economy. The length of the interview is 16 minutes 24 seconds.
Wednesday, June 3, 2009
Marty Fridson, CFA
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. The length of the interview is 14 minutes 20 seconds.
Saturday, October 25, 2008
Vinny on NPR
My latest National Public Radio interview (conducted Friday, October 24) included the investor migration from credit crisis to economic crisis, circuit breakers, and the implications on stocks due to mutual fund redemptions and lines of credit.To listen to the 8 minute 45 second NPR interview, click here
Wednesday, October 8, 2008
Vinny Catalano on NPR
The folks over at National Public Radio noticed my blog posting of yesterday re the credit markets, Treasury yields, LIBOR, and the TED spread and conducted an interview with me on the topics.The length of the interview is 12 minutes 2 seconds.
Note: To track the all-important TED spread, click here
Wednesday, June 18, 2008
Marty Fridson, CFA
My interview with the CEO and CIO of Fridson Investment Advisors explored the fault line in credit instruments - high yield bonds. Related to this we discussed credit default swaps, the potential for rising corporate default rates, and the changing investor environment for high yield instruments, among others. The length of the interview is 16 minutes 45 seconds.
Wednesday, April 16, 2008
Glenn Reynolds, CFA

"In my interview with the CEO of CreditSights we explored a wide range of factors related to the credit markets including rising corporate default risks, the difference between today's environment (economic and financial) versus 1990/1, confidence levels in the financial system, and an estimation of the credit crisis (we are in the 3rd inning).
The length of the interview is 12 minutes 10 seconds.
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