The Mr. Miyagi Market

Yesterday, my latest appearance on foxbusiness.com with Tracy Byrnes afforded me the opportunity to describe the Mr. Miyagi market (wax on, wax off).

Note: The above interview was ended at roughly the halfway pooint by foxbusiness.com editors for (I assume) their media posting purposes.

Hedge Fund Managers Adapt

In light of the Rajaratnam conviction, here's how some hedge fund managers might end up sharing their "ideas".

Say What?

Another talking head moment, this time via my appearance yesterday on foxbusiness.com

Talking Head Time

This morning I had the opportunity to participate in a week ahead market discussion for BNN TV.

To view part 2, click here

To view part 3, click here

Note: due to technical difficulties, I was not connected for part 1.

Say What?

Yesterday, I had the opportunity to be a guest on Bloomberg radio's "Taking Stock" program and NDTV (New Delhi Television) Profit's program discussing the current market and economic environment. A key focus explored was one of the two major themes of my recently concluded Market Forecast series (10 events, 10 cities, 34 expert panelists, 920 attendees, in 6 weeks): once the the US economy is taken off stimulus steroids, will it achieve a private sector led sustainable expansion (what economists lovingly refer to as "escape velocity")? The answer will almost certainly disappoint you.

To listen to the "Taking Stock" segment, click here

To view the NDTV segment, click here

Philip J. Orlando, CFA

My annual interview (this being the fourth) with Federated Investors' Senior Vice President, Chief Equity Market Strategist, Senior Portfolio Manager includes the good news/bad news aspects of the current US economic and corporate profits outlook, the direction of interest rates, an appropriate multiple for stocks, the importance of education as a long term solution to stagnant US middle income wages, and how a traditional institutional investor manages the changed structure of the markets.

The length of the interview is 16 minutes 10 seconds.

To listen to this interview, click here

Note: Phil is actively involved with FECA, the Foundation for Educating Children with Autism

James J. Valentine, CFA

Ivory tower meets real world.

Once in a great while, a book comes along that blends the theoretical with the practical in such a way that readers are treated to insights of great value. Such is the case with "Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts", the topic of this week's interview.

The former multi year II ranked analyst and former director of global training and development with Morgan Stanley describes in five parts how to excel as an equity analyst. Anyone interested in, involved in, or considering a career as an equity analyst (buy or sell side) will have their knowledge and almost certainly their career enhanced. I cannot overstate the usefulness provided.

To listen to the 15 minutes 32 second interview, click here

Phil Roth, CMT

In his last appearance back in April 2010, I asked the highly respected market strategist, "Is the bull done?" His reply now is the same as then, "Not yet". This despite the continuing absence of any meaningful participation by traditional investors (professional and non) and the risk that having an equity market dominated by the fast money crowd (hedgies and others).

In such a non traditional bull market, what are the market related signs one should be on the lookout for? What are seasoned Wall Street veteran's likes and dislikes in the market? And is the market climbing a wall of worry?

These and other issues are discussed in my 12 minute 37 second interview.

To listen to this interview, click here

Vinny in the media

My "Tale of Two Halves" is the central focus of my latest media appearances: "Taking Stock with Pimm Fox" yesterday and on New Delhi TV on January 14th.

To listen to the Taking Stock interview, click here

To view the New Delhi TV segment, click here

George Milling-Stanley

The Bard once wrote, "All that glitters is not gold". The precious metal may glitter uniquely among assets, but how does one measure the value of gold? Can one measure the value of gold?

In my interview with the Managing Director, Government Affairs for the World Gold Council, key factors in assessing the precious metal are explored. Additionally, understanding the role of gold and central bank's reserves ("The Importance of Gold in Reserve Asset Management") is discussed*.

To listen to the 15 minutes 16 second interview, click here

*A video version of this report can be found here.

William Hartung

Too big to fail. Think it pertains only to the banking industry? Think again.

With the defense budget representing a very large chunk of the US federal pie, it behooves all investors to better understand this vital area of US government, not to mention the US economy. From his most recent book, "Prophets of War: Lockheed Martin and the Making of the Military-Industrial Complex", key aspects of President Eisenhower's final speech warning is fleshed out by the defense expert with the "New America Foundation". The consequences of actions - economic and geo political - go far beyond the industry itself and cannot be overstated.

To listen to the 13 minutes 33 second interview, click here

Robert Arnott

To most investors, including many investment professionals, indexes are constructs designed to track a defined area of the economy, usually via financial assets. Yet, "indexing as an investment concept" is far more prevalent than most realize.

In my interview with the co-author of " The Fundamental Index" and Chairman, Founder of Research Affiliates, we explore such areas as efficient indexing, the market inefficiencies that result from cap weighted indexes, and RAFI, the Research Affiliates Fundamental Index approach to investing. For those interested in understanding an investing methodology that large institutional investors such as PIMCO utilize, this interview will open the door to a fascinating and largely under-appreciated segment of the financial markets.

To listen to the 15 minutes 25 second interview, click here