Friday, January 28, 2011

Vinny in the media

My "Tale of Two Halves" is the central focus of my latest media appearances: "Taking Stock with Pimm Fox" yesterday and on New Delhi TV on January 14th.

To listen to the Taking Stock interview, click here

To view the New Delhi TV segment, click here

Wednesday, January 26, 2011

George Milling-Stanley

The Bard once wrote, "All that glitters is not gold". The precious metal may glitter uniquely among assets, but how does one measure the value of gold? Can one measure the value of gold?

In my interview with the Managing Director, Government Affairs for the World Gold Council, key factors in assessing the precious metal are explored. Additionally, understanding the role of gold and central bank's reserves ("The Importance of Gold in Reserve Asset Management") is discussed*.

To listen to the 15 minutes 16 second interview, click here

*A video version of this report can be found here.

Wednesday, January 19, 2011

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

Wednesday, January 12, 2011

Robert Arnott

To most investors, including many investment professionals, indexes are constructs designed to track a defined area of the economy, usually via financial assets. Yet, "indexing as an investment concept" is far more prevalent than most realize.

In my interview with the co-author of " The Fundamental Index" and Chairman, Founder of Research Affiliates, we explore such areas as efficient indexing, the market inefficiencies that result from cap weighted indexes, and RAFI, the Research Affiliates Fundamental Index approach to investing. For those interested in understanding an investing methodology that large institutional investors such as PIMCO utilize, this interview will open the door to a fascinating and largely under-appreciated segment of the financial markets.

To listen to the 15 minutes 25 second interview, click here

Wednesday, December 29, 2010

Upcoming Media Appearances

Bloomberg radio, "Taking Stock with Pimm Fox", today, Wednesday, December 29, @ 4:05 pm (eastern)

BNN TV, "Business Day", tomorrow, Thursday, December 30, @ 3:05 pm (eastern)

Tuesday, December 21, 2010

Meir Statman

Do investors really know what they want?

Well known among those in the CFA Institute and CFA society circles, the highly regarded behavioral scientist shares his thoughts and insights from his most recent book, "What Investors Really Want". Benefits (utilitarian, expressive, and emotional), cognitive errors, human nature, and rational investing are touched on in this most interesting and informative interview. Who knows, by exploring the mind of the market you may find yourself looking in the mirror.

To listen to the 15 minutes 04 second interview, click here

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

Thursday, December 2, 2010

Michael Phillips

My interview with the former CEO and Chairman of Russell Investments, current Chairman of the Russell 20-20 Association, and Chairman of Altaira Wealth Management, enabled me to tap into his decades of investment experience and insights to explore important economic and market issues including: a global macro economic overview, the recently adopted financial regulations, and the structure of today's financial markets with its prospective impact of producing a lost generation of investors.

To listen to the 14 minutes 20 second interview, click here

Note; Due to recording factors, there is a slight volume variance between the interviewer (that would be me) and the interviewee (that's Michael) as well as an occasional warble in the interview. This does not take away from the quality of the content but can impair the quality of the listening experience. My apologies to Michael and to all listeners.

Tuesday, November 30, 2010

Ralph Acampora, CMT


Now affiliated with the investment and wealth management firm, Altaira Wealth Management, the legendary market strategist shares his optimistic market views, the tools he uses to analyze the markets, and the importance and impact that a changed market structure has on the investing.

To listen to the 14 minutes 54 second interview, click here

Thursday, November 4, 2010

Bloomberg radio today

On "Taking Stock with Pimm Fox" on Bloomberg radio today, we got to discuss my blog posting, Bernanke "The Gambler".

Thursday, October 21, 2010

Bloomberg radio appearance

In case you missed the Tuesday, October 19 appearance on "Taking Stock with Pimm Fox", click here