Musing on the Markets : Audio Interview

Beyond the Sound Bite: An Interview with Michael J. Mauboussin

Vinny Catalano, CFA — Tue, 03 Nov 2009 20:51:00 GMT

In my latest interview with the Chief Investment Strategist for Legg Mason Capital Management, we discussed a bottom-up view of the markets, the sustainability of the US economic recovery, and key segments of his new book: "Think Twice: Harnessing the Power of Counterintuition", including concepts such as decision making danger zones.

The length of the interview is 14 minutes 10 seconds.

(Please visit the site to view this media)

Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the "Sectors and Styles Strategy Report" newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, click here.

Beyond the Sound Bite: An Interview with Liz Ann Sonders

Vinny Catalano, CFA — Wed, 22 Oct 2008 04:14:00 GMT

My conversation with Charles Schwab's Chief Investment Strategist includes a 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.

(Please visit the site to view this media)

*To learn about "Sectors and Styles Strategy Report" newsletter and other subscriber benefits, click here.

Beyond the Sound Bite: An Interview with Dan Clifton

Vinny Catalano, CFA — Tue, 26 Aug 2008 23:30:00 GMT

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.

(Please visit the site to view this media)

*To learn about "Sectors and Styles Strategy Report" newsletter and other subscriber benefits, click here.

Beyond the Sound Bite: An Interview with Beth Ann Bovino

Vinny Catalano, CFA — Wed, 20 Aug 2008 11:37:00 GMT

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.

(Please visit the site to view this media)

*To learn about "Sectors and Styles Strategy Report" newsletter and other subscriber benefits, click here.

Beyond the Sound Bite: An Interview with Phil Roth, CMT

Vinny Catalano, CFA — Wed, 04 Jun 2008 08:02:00 GMT

My interview with the Chief Market Technical Analyst for Miller + Tabak includes his (small) bear market call, the investment implications of the absence of the public and the dominance of hedge funds in today's market, and when the March lows of this year will be taken out.

The length of the interview is 11 minutes 30 seconds.

(Please visit the site to view this media)

To learn about "Sectors and Styles Strategy Report" newsletter and other subscriber benefits, click here.

To view this month's free sample "Sectors and Styles Strategy Report" sample, click here.

Beyond the Sound Bite: An Interview with Vitaliy Katsenelson, CFA

Vinny Catalano, CFA — Wed, 28 May 2008 09:55:00 GMT

My conversation with the Director of Research for Investment Management Associates and author of "Active Value Investing: Making Money in Range-bound Markets" includes the rationale why equities are in a range bound market, the "active value investing" approach to stock selection versus traditional value investing, and the process of identifying attractive stocks in a range-bound market climate.

The length of the interview is 12 minutes 16 seconds.

(Please visit the site to view this media)

To learn about "Sectors and Styles Strategy Report" newsletter and other subscriber benefits, click here.

To view this month's free sample report, click here.

Beyond the Sound Bite: An Interview with Art Hogan

Vinny Catalano, CFA — Wed, 21 May 2008 06:26:00 GMT

In my interview with the Director of Global Equity Products for Jefferies & Co. we explored his shallow recession call, fairly strong operating earnings outlook, sectors (and industries within) that look attractive and ones to avoid, and the influence and importance of hedge funds.

The length of the interview is 18 minutes 2 seconds.

(Please visit the site to view this media)

*To view a sample report, click here.

To learn about "Sectors and Styles Strategy Report" newsletter and other subscriber benefits, click here.

Beyond the Sound Bite: An Interview with Don Rissmiller

Vinny Catalano, CFA — Wed, 14 May 2008 12:12:00 GMT

In my comprehensive interview, the Chief Economist with Strategas shares his thoughts and insights on a long and shallow US economic downturn, the US consumer - credit, spending, and savings, and residential and non residential construction and lending.

The length of the interview is 17 minutes 52 seconds.

(Please visit the site to view this media)

*To learn about "Sectors and Styles Strategy Report" and other subscription services, click here

Beyond the Sound Bite: An interview with Maria Fiorini Ramirez

Vinny Catalano, CFA — Wed, 07 May 2008 10:08:00 GMT

In my interview with the President and CEO of Maria Fiorini Ramirez, Inc. we discussed her no recession call, impacts of a classic credit crunch and deleveraging, the balance sheet strength of US corporations, and the status of the US consumer.

The length of the interview is 11 minutes 25 seconds.

(Please visit the site to view this media)

*To learn how to gain access to my weekly research report, "Sectors and Styles Strategy Report",click here

Beyond the Sound Bite: Vahan Janjigian, CFA, Ph.D.

Vinny Catalano, CFA — Wed, 30 Apr 2008 03:02:00 GMT

In my conversation with the Chief Investment Strategist for Forbes, Inc. and author of "Even Buffett Isn't Perfect" we discussed his bearish economic outlook, a cautious equity markets view, why Financials while beginning to look attractive have more work to do before becoming a buy, his bottom-up/value approach to investing, and his upcoming book on the greatest value investor of all-time, Warren Buffett.

The length of the interview is 13 minutes 52 seconds.

(Please visit the site to view this media)

*To learn how to gain access to my weekly research report, "Sectors and Styles Strategy Report",click here

Beyond the Sound Bite: An Interview with Tim Hayes, CMT

Vinny Catalano, CFA — Wed, 23 Apr 2008 15:53:00 GMT

My interview with the Chief Investment Strategist for Ned Davis Research includes a maximum equity underweight call, concern re key indicators in the recent market rally, and a sector, styles, and global strategy view.

The length of the interview is 10 minutes 2 seconds.

(Please visit the site to view this media)

*To learn how to gain access to my weekly research report, "Sectors and Styles Strategy Report",click here

Beyond the Sound Bite: An Interview with Glenn Reynolds, CFA

Vinny Catalano, CFA — Wed, 16 Apr 2008 10:47:00 GMT

"In my interview with the CEO of CreditSights we explored a wide range of factors related to the credit markets including rising corporate default risks, the difference between today's environment (economic and financial) versus 1990/1, confidence levels in the financial system, and an estimation of the credit crisis (we are in the 3rd inning).

The length of the interview is 12 minutes 10 seconds.

(Please visit the site to view this media)

*To learn how to gain access to my weekly research report, "Sectors and Styles Strategy Report",click here

Beyond the Sound Bite: An Interview with Michael Mauboussin

Vinny Catalano, CFA — Wed, 09 Apr 2008 17:13:00 GMT

My interview with the Chief Investment Strategist for Legg Mason Capital Management includes a constructive view on the equity markets, value traps, expectational investing, behavioral finance, and his new book: "More Than You Know: Finding Financial Wisdom in Unconventional Places."

The length of the interview is 11 minutes.

(Please visit the site to view this media)

*To learn how to gain access to my weekly research report, "Sectors and Styles Strategy Report",click here

Beyond the Sound Bite: An Interview with Joseph Battipaglia

Vinny Catalano, CFA — Wed, 02 Apr 2008 13:38:00 GMT

In my conversation with the Market Strategist/Private Client Group for Stifel Nicholas we covered equity market valuation issues, a recession call, the likelihood that S&P 500 operating earnings will decline to and through $80, and the limited prospects in emerging markets. The length of the interview is 11 minutes 55 seconds.

(Please visit the site to view this media)

*To learn how to gain access to my weekly research report, "Sectors and Styles Strategy Report",click here

Beyond the Sound Bite: An Interview with Don Straszheim

Vinny Catalano, CFA — Wed, 26 Mar 2008 11:58:00 GMT

My interview with the Vice Chairman of Roth Capital Partners includes the state of the global economy, decoupling, China, and financial innovation.

The length of the interview is 11 minutes 40 seconds.

(Please visit the site to view this media)

*To learn how to gain access to my weekly research report, "Sectors and Styles Strategy Report",click here