Wednesday, February 24, 2010

Michael Greenberger

Can meaningful regulatory reform occur in this highly political year? Is the Obama administration on the right side of the credit derivatives argument? What is the future of financial innovation? If gaining a deeper understanding of the key issues related to financial innovation and regulatory reform is of interest*, then my second conversation with the former Director, Division of Trading and Markets, Commodity Futures Trading Commission will fit that bill.

The length of the interview is 18 minutes 28 seconds.

To listen to this interview, click here

*Including the 1990's battles between Alan Greenspan, Robert Rubin, Larry Summers versus CFTC chairperson Brooksley Born re regulating OTC derivatives (Greenberger was a top aide to Born). The dust up was the central feature of the excellent Frontline segment, "The Warning".

Note: To learn more about Professor Greenberger's work click here

Wednesday, February 17, 2010

Dan Clifton

My interview with the Head of Policy Research for Strategas Research Partners includes an assessment of the likely electoral bloodbath in store for the Democrats this November, the state of the US states, the increasing sovereign debt crisis, and an economic policy of "kick the can down the road".

To listen to this interview, click here

Wednesday, February 10, 2010

Dr. Andrew Lo

Leveraging off my first interview with the Director of MIT's Laboratory for Financial Engineering and co-author of "The Heretics of Finance: Conversations with Leading Practitioners of Technical Analysis", Dr. Lo describes the progress in his Adaptive Markets Hypothesis (AMH), the difference between AMH and game theory, the prospects of an evolution to CAPM, and some very useful resources in better understanding decision-making.

To listen to this interview, click here

Wednesday, February 3, 2010

Gregory Zuckerman

I had the pleasure of conducting a most fascinating interview with the senior writer at the Wall Street Journal and author of "The Greatest Trade Ever: The Behind-the-Scenes Story of How John Paulson Defied Wall Street and Made Financial History", a book that goes well beyond its title or, as Mohammed El-Erian put it, "Greg Zuckerman's book is much, much more than a brilliant account of Paulson's trade of the century; it also provides a highly enjoyable and lucid journey through the analytical and emotional maze that constituted the financial markets on the eve of the Great Recession. The book is compulsory reading for those looking for exceptional insights on the complex forces that interconnect Wall Street, hedge funds and Main Street."

For those investors seeking to gain a better insight into how the Wall Street of today really works, this interview will help accomplish that goal.

The length of the interview is 14 minutes 37 seconds.

To listen to this interview, click here

Wednesday, January 27, 2010

Richard Bernstein

My interview with the former chief investment strategist with Merrill Lynch, who has gone and set up shop at Richard Bernstein Capital Management, includes a "wildly bullish" view for 2010. Need I say more?

To listen to this interview, click here

Wednesday, January 13, 2010

Justin Fox

The economic and business columnist for Time and popular blogger's recent book, "The Myth of the Rational Market", is the focus of this week's interview. Areas such behavioral finance and how investors might consider ways to navigate an investment world turned upside down now that key principles such as the efficient markets hypothesis and CAPM are under siege is explored and discussed.

The length of the interview is 16 minutes 14 seconds.


Kent Moors

“If you think the run up to July 2008 was a wild ride, you haven’t seen anything yet.” So said this week's guest referring to the energy price run to record highs in 2008. In my interview with the professor of political science from Duquesne University and internationally recognized expert In global risk management, oil and natural gas policy and finance, cross-border capital flows, we explored his comprehensive approach to energy analysis and why he believes energy prices are in for an even more dynamically volatile period ahead.

Dr. Moors is also president of ASIDA (an international consulting firm specializing in former Soviet, Caspian, and other developing markets) as well as Executive Managing Partner of Risk Management Associates, International, a full service global management consulting and executive training firm.

To listen to the 13 minutes 12 second interview, click here

Wednesday, January 6, 2010

Tim Hayes, CMT

We get the year started with yet another most informative and insightful interview (my third) with the Chief Investment Strategist for Ned Davis Research as we discussed his year ahead outlook, one that includes an up first quarter followed by a likely mid year major correction culminating in a year end rally. Such a scenario will require a much more actively adept investor seeking to generate alpha. We also explored the context within which the current market falls: the cyclical bull within a secular bear market.

The length of the interview is 14 minutes 50 seconds.


Wednesday, December 16, 2009

Thomas Krasner, CFA

My interview with the Principal and Portfolio Manager at Concise Capital Management introduces listeners to a unique fundamental analysis approach to high yield bonds. By focusing on short maturities, Mr. Krasner and his associates minimize the interest rate risk dynamic while capturing high income streams. Tom also provides his perspective on the current default rate cycle in the high yield bond area.

To listen to the 13 minutes 42 second interview, click here

Wednesday, December 9, 2009

Marc Chandler

In my comprehensive conversation with the Senior Vice President, Global Head of Currency Strategy at Brown Brothers Harriman, and author of "Making Sense of the Dollar", we explored the short (cyclical) and long term (secular) view of the world's most important currency - the US dollar, the risks of a liquidity bubble, the Fed's exit strategy, and the direction of short and long term interest rates.

To listen to this interview, click here

Wednesday, December 2, 2009

Richard C. Kang

My conversation with the Chief Investment Officer & Director of Research for Emerging Global Advisors, an investment advisor to various exchange traded funds, includes a description of the company and its work in creating and managing emerging markets exchange traded funds, the case for emerging markets sector ETFs, and an economic and investment perspective on the emerging markets.

The length of the interview is 14 minutes 31 seconds.