Wednesday, July 30, 2008

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.


Wednesday, July 23, 2008

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

Wednesday, July 16, 2008

John Augustine

My interview with the Chief Investment Strategist for Fifth Third Private Bank includes the three issues overhanging the equity markets, stagflation lite, value traps, and fixed income strategies.

The length of the interview is 11 minutes 21 seconds.


Wednesday, July 9, 2008

Peter Hooper


My interview with the Managing Director and Chief Economist for Deutsche Bank Securities includes the state of the global economy, prospects for stagflation in the US, the expanded role of the Fed, and the US consumer.

The length of the interview is 13 minutes 21 seconds.

Wednesday, July 2, 2008

Alec Young


My interview with the International Equity Strategist for Standard and Poors includes a tilt toward to US equities, the concept of a "home bias" in investing, and attractive and unattractive economic sectors.

The length of the interview is 11 minutes 32 seconds.


Wednesday, June 25, 2008

Jason DeSena Trennert

My interview with the Chief Investment Strategist of Strategas Research Partners includes his short term bullish/long term bearish outlook for equities, the economic growth versus valuation conundrum facing various emerging markets, and the limited political wiggle room a new US President will have.

The length of the interview is 12 minutes 37 seconds.


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, June 11, 2008

Dr. Rob Atkinson


In light of the emerging economic debate between the Senators McCain and Obama, my interview with the president of the Washington think tank, "Information Technology and Innovation Foundation", is a most timely one. Included in the discussion is the issue of traditional economic policy doctrines – supply-side and Keynesian/demand – versus innovation/growth economics.

The length of the interview is 13 minutes 14 seconds.

Wednesday, June 4, 2008

Phil Roth, CMT


My interview with the Chief Market Technical Analyst for Miller + Tabak includes his (small) bear market call, the investment implications of the absence of the public and the dominance of hedge funds in today's market, and when the March lows of this year will be taken out.

The length of the interview is 11 minutes 30 seconds.

Wednesday, May 28, 2008

Vitaliy Katsenelson, CFA

My conversation with the Director of Research for Investment Management Associates and author of "Active Value Investing: Making Money in Range-bound Markets" includes the rationale why equities are in a range bound market, the "active value investing" approach to stock selection versus traditional value investing, and the process of identifying attractive stocks in a range-bound market climate.

The length of the interview is 12 minutes 16 seconds.

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.