Wednesday, May 21, 2008

Art Hogan


In my interview with the Director of Global Equity Products for Jefferies & Co. we explored his shallow recession call, fairly strong operating earnings outlook, sectors (and industries within) that look attractive and ones to avoid, and the influence and importance of hedge funds.

The length of the interview is 18 minutes 2 seconds.

Tuesday, May 13, 2008

Don Rissmiller


In my comprehensive interview, the Chief Economist with Strategas shares his thoughts and insights on a long and shallow US economic downturn, the US consumer - credit, spending, and savings, and residential and non residential construction and lending.

The length of the interview is 17 minutes 52 seconds.


Wednesday, May 7, 2008

Maria Fiorini Ramirez


In my interview with the President and CEO of Maria Fiorini Ramirez, Inc. we discussed her no recession call, impacts of a classic credit crunch and deleveraging, the balance sheet strength of US corporations, and the status of the US consumer.

The length of the interview is 11 minutes 25 seconds.

Wednesday, April 30, 2008

Vahan Janjigian, CFA, Ph.D.


In my conversation with the Chief Investment Strategist for Forbes, Inc. and author of "Even Buffett Isn't Perfect" we discussed his bearish economic outlook, a cautious equity market's view, why Financials while beginning to look attractive have more work to do before becoming a buy, his bottom-up/value approach to investing, and his upcoming book on the greatest value investor of all-time, Warren Buffett.

The length of the interview is 13 minutes 52 seconds.

Wednesday, April 23, 2008

Tim Hayes, CMT


My interview with the Chief Investment Strategist for Ned Davis Research includes a maximum equity underweight call, concern re key indicators in the recent market rally, and a sector, styles, and global strategy view.

The length of the interview is 10 minutes 2 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.

Wednesday, April 9, 2008

Michael Mauboussin


"My interview with the Chief Investment Strategist for Legg Mason Capital Management includes a constructive view on the equity markets, value traps, expectational investing, behavioral finance, and his new book: "More Than You Know: Finding Financial Wisdom in Unconventional Places."

The length of the interview is 11 minutes.


Wednesday, April 2, 2008

Joseph Battipaglia


In my conversation with the Market Strategist/Private Client Group for Stifel Nicholas we covered equity market valuation issues, a recession call, the likelihood that S&P 500 operating earnings will decline to and through $80, and the limited prospects in emerging markets.

The length of the interview is 11 minutes 55 seconds.


Wednesday, March 26, 2008

Don Straszheim


My interview with the Vice Chairman of Roth Capital Partners includes the state of the global economy, decoupling, China, and financial innovation.

The length of the interview is 11 minutes 40 seconds.



Wednesday, March 19, 2008

Subodh Kumar, CFA

My interview with the former Global Investment Strategist for CIBC World Markets and current Global Investment Strategist for Subodh Kumar & Associates includes earnings expectations, global investment strategy, interest rates, the credit crisis, and the risks of a currency crisis.

The length of the interview is 14 minutes 50 seconds.

Wednesday, March 12, 2008

Bob Stein, CFA

My interview (conducted prior to the Fed's recent action) with the Senior Economist, First Trust Advisors includes a no recession call for 2008, Sovereign Wealth Funds, productivity growth, and the absence of political coattails for John McCain.

The length of the interview is 14 minutes 30 seconds.

Wednesday, March 5, 2008

Sam Stovall

My conversation with the Chief Investment Strategist of Standard and Poors' Equity Research Group includes a review of the historical monthly performance of equities (hint: February is the second worst month of the year), insights into selected US economic sectors, styles, and global markets.

The length of the interview is 13 minutes 10 seconds.