Robert Steven Kaplan

It isn't everyday that we get to hear the former vice chairman of the Goldman Sachs Group share his thoughts and insights into the current economic and market environment.

Currently, Rob is professor of management practice at Harvard Business School and co-chairman of Draper Richard kaplan, a global venture philanthropy firm. Rob is also the author of the just published "What To Ask The Person In The Mirror": Critical Questions for Becoming a More Effective Leader and Reaching Your Potential.

In addition to discussing key aspects of his book, my podcast interview with Rob produced several very insightful thoughts on these most turbulent times, including the "series of sagas" investors are coping with, the implication of the changing structure of the market (e.g. capital impact on commercial banks during market swings, initiators and accelerators, pro-cyclicality), and President Obama and the question of vision and leadership.

The length of the interview is 21 minutes 18 seconds.

To listen to this interview, click here

Expansionary Austerity: A New Economic Philosophy

Taking Stock with Pimm Fox

In my Friday, July 1st appearance on Bloomberg radio with Pimm Fox we discussed the current state of the equity markets, among other topics.

To listen to the interview, click here.

Vahan Janjigian

My good friend, and former Chief Investment Strategist with Forbes, Vaham Janjigian, made his initial appearance on foxbusiness.com with Tracy Byrnes. Hearing Vahan's opinions and insights are always well worth the time.

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).

The Mr. Miyagi Market

Yesterday, my latest appearance on foxbusiness.com with Tracy Byrnes afforded me the opportunity to describe the Mr. Miyagi market (wax on, wax off).

Note: The above interview was ended at roughly the halfway pooint by foxbusiness.com editors for (I assume) their media posting purposes.

Hedge Fund Managers Adapt

In light of the Rajaratnam conviction, here's how some hedge fund managers might end up sharing their "ideas".

Say What?

Another talking head moment, this time via my appearance yesterday on foxbusiness.com

Talking Head Time

This morning I had the opportunity to participate in a week ahead market discussion for BNN TV.

To view part 2, click here

To view part 3, click here

Note: due to technical difficulties, I was not connected for part 1.

Say What?

Yesterday, I had the opportunity to be a guest on Bloomberg radio's "Taking Stock" program and NDTV (New Delhi Television) Profit's program discussing the current market and economic environment. A key focus explored was one of the two major themes of my recently concluded Market Forecast series (10 events, 10 cities, 34 expert panelists, 920 attendees, in 6 weeks): once the the US economy is taken off stimulus steroids, will it achieve a private sector led sustainable expansion (what economists lovingly refer to as "escape velocity")? The answer will almost certainly disappoint you.

To listen to the "Taking Stock" segment, click here

To view the NDTV segment, click here

Philip J. Orlando, CFA

My annual interview (this being the fourth) with Federated Investors' Senior Vice President, Chief Equity Market Strategist, Senior Portfolio Manager includes the good news/bad news aspects of the current US economic and corporate profits outlook, the direction of interest rates, an appropriate multiple for stocks, the importance of education as a long term solution to stagnant US middle income wages, and how a traditional institutional investor manages the changed structure of the markets.

The length of the interview is 16 minutes 10 seconds.

To listen to this interview, click here

Note: Phil is actively involved with FECA, the Foundation for Educating Children with Autism

James J. Valentine, CFA

Ivory tower meets real world.

Once in a great while, a book comes along that blends the theoretical with the practical in such a way that readers are treated to insights of great value. Such is the case with "Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts", the topic of this week's interview.

The former multi year II ranked analyst and former director of global training and development with Morgan Stanley describes in five parts how to excel as an equity analyst. Anyone interested in, involved in, or considering a career as an equity analyst (buy or sell side) will have their knowledge and almost certainly their career enhanced. I cannot overstate the usefulness provided.

To listen to the 15 minutes 32 second interview, click here