foxbusiness.com appearance today

September 30 media appearances

On Friday, September 30, I had the pleasure of being a guest on two programs - foxbusiness.com with Tracy Byrnes and Bloomberg radio''s "Talking Stock with Pimm Fox and Courtney Donohoe".

Topics discussed include the prospect of disappointing, perhaps very disappointing, 3Q11 earnings; asset allocation and portfolio strategies for these volatile markets; and the market impact and importance of family offices.



To listen to the Bloomberg radio interview click here.

September 1 Bloomberg radio appearance

To listen to my interview on Taking Stock with Pimm Fox and Courtney Donohue click here.

Media Appearances today

The time and segments are as follows:

Foxbusiness.com at 1 PM (eastern)

http://www.bloomberg.com/radio/ around 3 PM (eastern)

Prospective talking points:

1 - Overly optimistic earnings expectations by bottom-up analysts. A rude awakening awaits when 3Q11 earnings season gets underway. My proprietary MERI sits at -11.

2 - How the current bear market got started in an extremely rare fashion and why, for most investors, the current market rally will be so hard to sell into.

3 - My recent 10 day trip to Brazil. Impressions on the country and questions as why the US does not have a stronger presence there.

In The Media

In this interview, I bring back a point I made on a number of occasions in the past - the conflicted position of the US worker, who also happens to be the US consumer. In a globalized world, one wins (consumer) while the other loses (worker).

William Hartung

Too big to fail. Think it pertains only to the banking industry? Think again.

With the defense budget representing a very large chunk of the US federal pie, it behooves all investors to better understand this vital area of US government, not to mention the US economy. From his most recent book, "Prophets of War: Lockheed Martin and the Making of the Military-Industrial Complex", key aspects of President Eisenhower's final speech warning is fleshed out by the defense expert with the "New America Foundation". The consequences of actions - economic and geo political - go far beyond the industry itself and cannot be overstated.

To listen to the 13 minutes 33 second interview, click here

David Malpass

Tomorrow is primary day in New York state. One of the Republican candidates for senator is our guest - David Malpass, President of Encima Global and former Chief Economist with Bear Stearns. In a most informative way, the self described Reagan Republican makes his conservative case of limited government, tax and associated public policies for your consideration.

To listen to the 12 minutes 20 second interview, click here

foxbusiness.com appearance: Friday, Sept. 3

Note: At the end of the video I commented re my attendance at The Juilliard School. To clarify, I attended and took several classes at the school but was not a matriculating student as my comment might imply.

Dr. Ian Bremmer

As important as China and other emerging economies are to the global economy, precious little time is devoted to understanding their form of capitalism. And when it comes to western oriented economies, even less time is taken to understand which form of capitalism will emerge as the dominant economic philosophy in the aftermath of the ongoing credit and economic crises.

My interview with the founder and president of Eurasia Group, the world's leading global political risk research and consulting firm, and author of The End of the Free Market: Who Wins The War Between States and Corporations addresses these vital and transformational issues that are and will impact the global economy. Investors who take the time to go down the learning curve and seek to understand this emergent battle - its consequences and likely outcomes - will benefit significantly.

The length of the interview is 12 minutes 30 seconds.

To listen to this interview, click here

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

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

Dr. Ian Bremmer

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.

The length of the interview is 12 minutes 53 seconds.

To listen to this interview, click here

Vinny on NPR

Today's Planet Money interview discussed two factors related to the Japanese economy: the effect felt from the US Senate's rejection of the auto bailout and currency issues.

To listen to the 4 minute 32 second NPR interview segment, click here

Dr. Rob Atkinson

I was able to catch the the President of the Information Technology and Innovation Foundation (www.itif.org) between his meetings with the Obama transition team for a most informative discussion that included his views on the importance of productivity enhancing public policy, the intricate blend of old fashioned consumer demand, industrial style infrastructure spending, and technological tax policy, and the key role innovation economics can play in producing sustainable growth for the US economy.

The length of the interview is 12 minutes 21 seconds.

Dan Clifton

Sandwiched between the political conventions and the debates (President and Vice President) are key congressional and economic issues that will likely have a significant impact on the markets in the ever volatile month of September. Notably the Frank/Dodd hearings, the CFTC energy speculation report, an FOMC meeting, the ban on offshore drilling ends, and a major debt rollover for Freddie and Fannie.

My interview with the astute Head of Policy Research for Strategas Research Partners includes many of these issues along with the geopolitical driver behind Biden's selection as Democratic Vice Presidential candidate, the impact of political convention bounces, a more activist US Congress, plus the rolling back of the Reagan revolution in tax policy.

The length of the interview is 15 minutes 58 seconds.

Jason Furman

In an exclusive befitting the major cable networks, I am pleased to provide listeners with the ability to compare and contrast the US presidential candidates' economic plans - last week's interview with McCain economic advisor Steve Forbes and this week's guest, Obama chief economic advisor Jason Furman.

In this week's interview, Furman describes the Obama campaign's take on tax policy, the budget and current account deficits, regulation, and the campaign's emphasis on pragmatism.

The length of the interview is 16 minutes 57 seconds.

Steve Forbes

Steve Forbes, in his capacity as economic advisor to John McCain, shares his perspective on the Senator's positions re tax policy, the federal budget (including entitlement programs), regulatory issues, and working with a Democratic Congress.

The length of the interview is 11 minutes 20 seconds.

Michael Greenberger

As the US Congress moves forward with its threat to force change upon energy speculators, my interview with the former Director, Division of Trading and Markets, Commodity Futures Trading Commission couldn't be more timely. Expanding upon his recent congressional testimony, our discussion focuses on


* Excesss speculation in commodity markets
* How futures do affect spot prices
* The role of financial innovation (notably swaps)
* Dark markets

The length of the interview is 19 minutes 48 seconds.



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

Dr. Ian Bremmer

My conversation with the president of the Eurasia Group focused on the geopolitical risks in the US, Russia, China, India, and Brazil.

The length of the interview is 12 minutes 20 seconds.