Wednesday, February 25, 2009

Richard Tortoriello

My interview with the author of "Quantitative Strategies for Achieving Alpha" explored the value proposition for quantitative strategies, predictive elements of quantitative analysis, how to incorporate quantitative analysis into traditional fundamental analysis, and utilizing a multi-factor approach.

The length of the interview is 15 minutes 9 seconds.

Wednesday, February 18, 2009

Joseph Battipaglia


In my second conversation with the Market Strategist/Private Client Group for Stifel Nicholas and Chief Investment Officer with Washington Crossing Advisors we discussed his deep and long recession call, the consequences to earnings, the inefficiencies of government spending, and the lack of a central theme to the Obama stimulus plan.

The length of the interview is 15 minutes 35 seconds.<

Wednesday, February 11, 2009

Don Rissmiller

In my second interview with the Chief Economist at Strategas Research Partners we explore the probabilities of multiple economic Ws, the importance of monitoring interest rate sensitive industries, capex for signs of economic stability, and the multiplier effect of the monetary and fiscal stimulus, and the need for global coordination of economic stimuli.

The length of the interview is 12 minutes 48 seconds.

Wednesday, January 21, 2009

Tim Hayes, CMT

In his first Beyond the Sound Bite interview last April, the Chief Investment Strategist for Ned Davis Research accurately portrayed the markets with his maximum underweight in equities and other insightful comments. In this interview, we get an updated perspective from Tim, which is considerably more optimistic than last spring.

The length of the interview is 13 minutes 49 seconds.


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