Wednesday, March 25, 2009

Bob McTeer


In my interview with the former president of the Federal Reserve Bank of Dallas and Distinguished Fellow at the National Center for Policy Analysis we discussed the economic impacts of mark to market, the Geithner plan, Keynes' paradox of thrift, the Fed's balance sheet, and the necessary deftness to remove monetary stimulus in a timely fashion.

The length of the interview is 12 minutes and 2 seconds.


Wednesday, March 18, 2009

Art Hogan

In my second interview with the Director of Global Equity Products for Jefferies & Co. since May of last year, we contrasted the much changed economic and investment landscape. Topics discussed includes the game changer called Lehman, the forces of deleveraging, the impact of ETFs on their underlying holdings, and the sectors and styles in and out of favor.

The length of the interview is 22 minutes 39 seconds.

Wednesday, March 11, 2009

Axel Merk


In my wide-ranging interview with the President and Chief Investment Officer of Merk Investments we discussed depression investing, mark-to-market, Europe, Eastern Europe, and unique economic situation in Norway, capitulation and investor psychology.

The length of the interview is 13 minutes 52 seconds.


Wednesday, March 4, 2009

Marc Siegel


In my comprehensive interview with the FASB member of the board we began with the ever contentious issue of fair value, FAS 157, and mark-to-market, and related issues such as the loan component of bank obligations, the distinction between regulatory capital and GAAP, and dynamic provisioning. We then went on to discuss two other important topics: the progress re US and international accounting rules and the progress re evolving financial statements' look and feel.

The length of the interview is 13 minutes 30 seconds.

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.