Friday, December 12, 2008

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

Wednesday, December 3, 2008

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.


Wednesday, November 26, 2008

Phil Roth, CMT

My interview with the Chief Market Technical Analyst for Miller + Tabak includes the conditions necessary for a successful stock market bottom, the positive secular story for commodities (especially agriculture), attractive market action in water related companies, and a dismal longer term outlook for financials and info tech and telecom.

The length of the interview is 12 minutes 3 seconds.

Wednesday, November 5, 2008

Sam Stovall

My conversation with Standard and Poors' Equity Research Chief Investment Strategist includes how stocks tend to perform when one party controls government, fourth quarter of an election year stock performance, first year of a new administration and stock performance, and the earnings estimate split between bottom up analyst forecasts versus top down driven estimates.

The length of the interview is 13 minutes 30 seconds.

Wednesday, October 29, 2008

Vinny on NPR

Today's National Public Radio interview touched on the Fed's rate cut, the stock market's reaction, and reasons why stocks are likely headed higher over the near term.

To listen to the 3 minute 25 second NPR interview, click here

Saturday, October 25, 2008

Vinny on NPR

My latest National Public Radio interview (conducted Friday, October 24) included the investor migration from credit crisis to economic crisis, circuit breakers, and the implications on stocks due to mutual fund redemptions and lines of credit.

To listen to the 8 minute 45 second NPR interview, click here

Wednesday, October 22, 2008

Liz Ann Sonders


My conversation with Charles Schwab's Chief Investment Strategist includes a consumer-led recession call, thoughts on the lasting consequences of the credit crisis (most notably deleveraging), and sector weightings.

The length of the interview is 12 minutes 45 seconds.


Wednesday, October 8, 2008

Vinny Catalano on NPR

The folks over at National Public Radio noticed my blog posting of yesterday re the credit markets, Treasury yields, LIBOR, and the TED spread and conducted an interview with me on the topics.

The length of the interview is 12 minutes 2 seconds.




Note: To track the all-important TED spread, click here

Wednesday, August 27, 2008

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.

Wednesday, August 20, 2008

Beth Ann Bovino

With the US economy tettering on the edge of a second down leg and much of the global economy poised to join, economic forecasts range from the plain bad to the outright terrible.

My interview with the Senior US economist for Standard and Poors includes the impending W shaped US recession, the state of the US consumer, capex spending, US exports, and the deleveraging process.

The length of the interview is 15 minutes 40 seconds.

Wednesday, August 13, 2008

Roy Johnson

When it comes to understanding the drivers of corporate success, shareholder value, value based management, and value based finance are more than catchy phrases. They are analytical methodologies that enable a deeper understanding of the elements of competitive advantage.

My interview with Johnson includes economic profit (versus accounting profit), MVA (market value added), invested capital intensity, and the creators and destroyers of corporate value.

The length of the interview is 14 minutes 12 seconds.

Wednesday, August 6, 2008

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.