http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/tags/Beyond+the+Sound+Bite/default.aspxTags: Beyond the Sound BiteenCommunityServer 2008.5 SP1 (Build: 31106.3070)http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/11/03/beyond-the-sound-bite-an-interview-with-michael-j-mauboussin.aspxTue, 03 Nov 2009 20:51:00 GMT94e1e1ff-3922-415d-9584-19119299714b:4199Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=4199http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=4199http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/11/03/beyond-the-sound-bite-an-interview-with-michael-j-mauboussin.aspx#comments<p>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: &quot;Think Twice: Harnessing the Power of Counterintuition&quot;, including concepts such as decision making danger zones.</p> <p> <p>The length of the interview is 14 minutes 10 seconds.</p> <p>&nbsp;</p> <p>(Please visit the site to view this media)</p> <p><i>Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the &quot;Sectors and Styles Strategy Report&quot; newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, &nbsp;</i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> </p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=4199" width="1" height="1">Audio InterviewBeyond the Sound BiteInvestment StrategyUS Consumerus economyhttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/10/28/beyond-the-sound-bite-an-interview-with-alexander-young.aspxWed, 28 Oct 2009 12:35:00 GMT94e1e1ff-3922-415d-9584-19119299714b:4172Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=4172http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=4172http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/10/28/beyond-the-sound-bite-an-interview-with-alexander-young.aspx#comments<p>In my second interview with the International Equity Strategist for Standard and Poors we discussed the S&amp;P economic outlook, the rebound in global trade, the advised investment focus on global cyclical leadership, and risks of an economic double dip.&nbsp;<br /><br />The length of the interview is 12 minutes 05 seconds.</p> <p> <p>(Please visit the site to view this media)</p> <p><i>Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the &quot;Sectors and Styles Strategy Report&quot; newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, &nbsp;</i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> </p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=4172" width="1" height="1">Beyond the Sound BiteInvestment StrategyGlobalizationhttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/10/13/beyond-the-sound-bite-an-interview-phil-roth.aspxWed, 14 Oct 2009 02:35:00 GMT94e1e1ff-3922-415d-9584-19119299714b:4111Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=4111http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=4111http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/10/13/beyond-the-sound-bite-an-interview-phil-roth.aspx#comments<p>Always good to check in with the Wall Street veteran and Chief Market Technical Analyst for Miller + Tabak, who stills sees an absence of public and traditional institutional investor participation in the equity markets, no trend divergences to signal a major market decline ahead, recognition that a 10% correction can materialize without warning, expectation that gold will double or triple from current levels, and a country, sector, and style outlook.&nbsp;</p> <p> <p>The length of the interview is 13 minutes 48 seconds.</p> <p>(Please visit the site to view this media)</p> <p><i>Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the &quot;Sectors and Styles Strategy Report&quot; newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, &nbsp;</i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> <div><i><br /></i></div> </p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=4111" width="1" height="1">Beyond the Sound BiteInvestment StrategyTechnical Thursdayshttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/10/07/beyond-the-sound-bite-an-interview-with-david-rosenberg.aspxWed, 07 Oct 2009 14:39:00 GMT94e1e1ff-3922-415d-9584-19119299714b:4078Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=4078http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=4078http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/10/07/beyond-the-sound-bite-an-interview-with-david-rosenberg.aspx#comments<p>&quot;Hope always seems to spring eternal in liquidity-driven financial markets. That is very much the case today in the aftermath of the biggest liquidity injection in modern history.&quot; So wrote Stephen Roach, Chairman, Morgan Stanley Asia in today&#39;s FT. And liquidity is where my interview with David Rosenberg, Chief Economist and Strategist with <a href="http://www.gluskinsheff.com/"><strong><span style="text-decoration:underline;">Gluskin Sheff &amp; Associates</span></strong></a> (formerly chief north american economist with Merrill Lynch) begins. We go on to discuss the state of the global consumer and new frugality, the continuing process of deleveraging, the probabilities of top line growth, and asset valuations, among other timely topics. </p> <p> The length of the interview is 14 minutes 55 seconds.</p> <p>(Please visit the site to view this media)</p> <p><i>Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the &quot;Sectors and Styles Strategy Report&quot; newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, &nbsp;</i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> <p>&nbsp;</p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=4078" width="1" height="1">deleveragingBeyond the Sound BiteChief Economistus economyhttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/09/30/beyond-the-sound-bite-an-interview-with-subodh-kumar.aspxThu, 01 Oct 2009 03:24:00 GMT94e1e1ff-3922-415d-9584-19119299714b:4055Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=4055http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=4055http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/09/30/beyond-the-sound-bite-an-interview-with-subodh-kumar.aspx#comments<p>In a most insightful third interview, the Chief Investment Strategist of <a href="http://www.subodhkumar.com"><i>Subodh Kumar &amp; Associates</i></a> provides a comprehensive review of the global economic climate, the importance of the recent German elections and the connection to deficits and central bank exit strategies, and a stock market preference for emerging markets. </p> <p>The length of the interview is 19 minutes 11 seconds.</p> <p>&nbsp;</p> <p>(Please visit the site to view this media)</p> <p><i>Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the &quot;Sectors and Styles Strategy Report&quot; newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, &nbsp;</i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> <p>&nbsp;</p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=4055" width="1" height="1">Beyond the Sound Bitehttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/09/22/beyond-the-sound-bite-an-interview-with-david-malpass.aspxTue, 22 Sep 2009 23:57:00 GMT94e1e1ff-3922-415d-9584-19119299714b:4019Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=4019http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=4019http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/09/22/beyond-the-sound-bite-an-interview-with-david-malpass.aspx#comments<p>My interview with the former chief economist at Bear Stearns, David Malpass (President of <a href="http://encimaglobal.com/"><strong><span style="text-decoration:underline;">Encima Global</span></strong></a>), centered on the importance of small businesses and the state of the US economy. Recognized but under-appreciated by most investors, the engine of job creation in the US is far from healthy. While big and sound businesses have had their access to capital restored and have business models centered on the global markets (which is where the growth is), small and mid sized businesses in the US do not enjoy such good fortune. And while some might argue that the process the global economy is going through is a form of creative destruction, David astutely points out that bankers&#39; quest for safe investments runs the risk of cutting into the muscle of the economy - not to mention the role such credit starvation will play in the stagnation of wage growth and employment. With an national election on the calendar next year (and the Democrats poised to take a mid term beating), the political dimension to this issue will almost certainly take center stage. </p> <p>The investment strategy implications are not just in the broad macro economic sense. In tomorrow&#39;s commentary I will elaborate on this point. Until then, I encourage you to give the 14 minutes 8 second informative and insightful interview a listen (or two).</p> <p>(Please visit the site to view this media)</p> <p><i>Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the &quot;Sectors and Styles Strategy Report&quot; newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, &nbsp;</i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> <p>&nbsp;</p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=4019" width="1" height="1">Beyond the Sound BiteChief Economisthttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/09/18/beyond-the-sound-bite-an-interview-with-vitaliy-katsenelson.aspxFri, 18 Sep 2009 14:27:00 GMT94e1e1ff-3922-415d-9584-19119299714b:4002Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=4002http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=4002http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/09/18/beyond-the-sound-bite-an-interview-with-vitaliy-katsenelson.aspx#comments<p>My conversation with the Director of Research for Investment Management Associates and author of &quot;<a href="http://www.amazon.com/Active-Value-Investing-Range-Bound-Markets/dp/0470053151">Active Value Investing: Making Money in Range-bound Markets</a>&quot; includes the investment significance re the wide gap between operating earnings and GAAP earnings, reasons to doubt China&#39;s published growth rate, the sustainability of the rally in gold, and a major contrarian call on healthcare.</p> <p>The length of the interview is 17 minutes 58 seconds.</p> <p>(Please visit the site to view this media)</p> <p><i>Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the &quot;Sectors and Styles Strategy Report&quot; newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, &nbsp;</i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=4002" width="1" height="1">Beyond the Sound BiteInvestment StrategyGlobalizationhttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/09/09/beyond-the-sound-bite-an-interview-with-susanne-trimbath-ph-d.aspxWed, 09 Sep 2009 15:26:00 GMT94e1e1ff-3922-415d-9584-19119299714b:3974Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=3974http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=3974http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/09/09/beyond-the-sound-bite-an-interview-with-susanne-trimbath-ph-d.aspx#comments<p>My interview with the CEO and Chief Economist of <a href="http://www.stpadvisors.com/">STP Advisory Services</a> includes her libertarian perspectives on the virtuous circle, the risks in the Fed&#39;s exit strategy, key consequences of financial innovation, and the <a href="http://www.newgeography.com/content/00905-the-next-global-financial-crisis-public-debt">next global financial crisis: public debt</a>. Dr. Trimbath is also the author of <a href="http://www.amazon.com/Beyond-Junk-Bonds-Expanding-Markets/dp/0195149238">&quot;Beyond Junk Bonds: Expanding High Yield Markets&quot;</a>. </p> <p>The length of the interview is 18 minutes 28 seconds.</p> <p>(Please visit the site to view this media)</p> <p><i>Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the &quot;Sectors and Styles Strategy Report&quot; newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, &nbsp;</i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> <p>&nbsp;</p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=3974" width="1" height="1">Credit CrisisBeyond the Sound BiteUS ConsumerCredit Derivativesus economyhttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/08/22/beyond-the-sound-bite-an-interview-with-thomas-p-au-cfa.aspxSat, 22 Aug 2009 21:29:00 GMT94e1e1ff-3922-415d-9584-19119299714b:3896Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=3896http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=3896http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/08/22/beyond-the-sound-bite-an-interview-with-thomas-p-au-cfa.aspx#comments<p>My interview with the author of &quot;A Modern Approach to Graham and Dodd Investing&quot; and Chief Economist at Pittsford Venture Group includes a historical perspective on why stocks are overvalued, the importance of value investing using book value and dividends, the exceptional use of optionality into valuation models, and the factors surrounding the uncertainty of top line (revenue) growth.&nbsp;<br /><br />The length of the interview is 14 minutes 52 seconds.</p> <p>&nbsp;</p> <p> <p>(Please visit the site to view this media)</p> <p>&nbsp;</p> <p><i>Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the &quot;Sectors and Styles Strategy Report&quot; newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, click&nbsp;</i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>here</i></a><i>.</i></p> </p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=3896" width="1" height="1">Beyond the Sound BiteInvestment Strategyhttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/08/16/beyond-the-sound-bite-an-interview-with-michael-sheldon-cfa.aspxSun, 16 Aug 2009 14:10:00 GMT94e1e1ff-3922-415d-9584-19119299714b:3870Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=3870http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=3870http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/08/16/beyond-the-sound-bite-an-interview-with-michael-sheldon-cfa.aspx#comments<p>My interview with the Chief Market Strategist with the wealth management firm, RDM Financial Group, includes the prospects of a sub-par economic recovery due to rising US consumer savings, deleveraging, increased regulation, increased risk aversion, the structural advantages of emerging economies over developed economies, and the longer-term risk of deflation. </p> <p> The length of the interview is 15 minutes 56 seconds. </p> <p>(Please visit the site to view this media)</p> <p> <p><i>Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the &quot;Sectors and Styles Strategy Report&quot; newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, click&nbsp;</i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>here</i></a><i>.</i></p> <div><i><br /></i></div> </p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=3870" width="1" height="1">deleveragingBeyond the Sound BiteInvestment Strategyhttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/08/05/beyond-the-sound-bite-an-interview-with-gillian-tett.aspxWed, 05 Aug 2009 19:33:00 GMT94e1e1ff-3922-415d-9584-19119299714b:3830Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=3830http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=3830http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/08/05/beyond-the-sound-bite-an-interview-with-gillian-tett.aspx#comments<p><a href="http://www.investorsinsight.com/cfs-file.ashx/__key/CommunityServer.Blogs.Components.WeblogFiles/musing_5F00_on_5F00_the_5F00_markets/tett.jpeg"><img style="border:0;float:left;" src="http://www.investorsinsight.com/resized-image.ashx/__size/550x0/__key/CommunityServer.Blogs.Components.WeblogFiles/musing_5F00_on_5F00_the_5F00_markets/tett.jpeg" border="0" alt="" /></a>My interview with the assistant editor of the Financial Times and author of &quot;Fool&#39;s Gold&quot; includes key aspects of financial innovation, the consequences of a reluctance to lend by financial institutions, the utility qualities of the financial services industry, and the transitional nature of both the financial services industry and the global economy.&nbsp;<br /><br />The length of the interview is 16 minutes 24 seconds.</p> <p>&nbsp;</p> <p>(Please visit the site to view this media)</p> <p><i>Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the &quot;Sectors and Styles Strategy Report&quot; newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, click&nbsp;</i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>here</i></a><i>.</i></p> <p>&nbsp;</p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=3830" width="1" height="1">Credit CrisisBeyond the Sound BiteCredit Derivativeshttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/07/15/beyond-the-sound-bite-an-interview-with-todd-harrison.aspxWed, 15 Jul 2009 19:55:00 GMT94e1e1ff-3922-415d-9584-19119299714b:3726Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=3726http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=3726http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/07/15/beyond-the-sound-bite-an-interview-with-todd-harrison.aspx#comments<p>My wide ranging interview with the Founder and CEO of Minyanville includes the potential of a retest of the March lows, the importance of the US dollar to asset price changes, the &quot;age of austerity&quot;, the value in financial innovation, and the importance of being a contrarian investor. </p> <p> The length of the interview is 20 minutes 15 seconds. </p> <p> <p>(Please visit the site to view this media)</p> <p><i>Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the &quot;Sectors and Styles Strategy Report&quot; newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, click&nbsp;</i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>here</i></a><i>.</i></p> </p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=3726" width="1" height="1">Beyond the Sound BiteInvestment StrategyFinancial Innovationhttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/07/10/beyond-the-sound-bite-a-podcast-interview-with-sam-stovall.aspxFri, 10 Jul 2009 14:39:00 GMT94e1e1ff-3922-415d-9584-19119299714b:3701Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=3701http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=3701http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/07/10/beyond-the-sound-bite-a-podcast-interview-with-sam-stovall.aspx#comments<p>The Chief Investment Strategist at Standard and Poors returns for his third&nbsp;<span>&quot;Beyond the Sound Bite&quot;</span>&nbsp;interview, which includes a prospective correction to the 800 - 825 range for the S&amp;P 500, Info Tech&#39;s recent strength and the classic rotation to early cycle sectors, why higher quality sectors have been and remain the investment place to be in the current market climate, and the economic transformation of the US economy.&nbsp;<br /><br />The length of the interview is 15 minutes 47 seconds.</p> <p>(Please visit the site to view this media)</p> <p><i>Vinny Catalano, Global Investment Strategist with Blue Marble Research, publishes the &quot;Sectors and Styles Strategy Report&quot; newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, click&nbsp;</i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>here</i></a><i>.</i></p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=3701" width="1" height="1">Beyond the Sound BiteInvestment Strategyhttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/07/02/beyond-the-sound-bite-an-interview-dr-neal-soss.aspxThu, 02 Jul 2009 21:36:00 GMT94e1e1ff-3922-415d-9584-19119299714b:3680Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=3680http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=3680http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/07/02/beyond-the-sound-bite-an-interview-dr-neal-soss.aspx#comments<p>My interview with the Managing Director and Chief Economist with Credit Suisse (recorded Monday, June 29) includes the 2Q09 end to the US recession, expectations of a sub par recovery of 3 1/2%, a sustained level of relatively high unemployment, and a potential compositional shift in the US economy. The length of the interview is 16 minutes 58 seconds. </p> <p>(Please visit the site to view this media)</p> <p>To learn about &quot;Sectors and Styles Strategy Report&quot;&nbsp;newsletter&nbsp;and other subscriber benefits, including the market beating Model Growth Portfolio - click&nbsp;<a href="http://www.bluemarbleresearch.com/services_partners.htm">here</a>.&nbsp;</p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=3680" width="1" height="1">deleveragingBeyond the Sound BiteChief Economistus economyhttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/06/10/beyond-the-sound-bite-an-interview-phil-roth-cmt.aspxWed, 10 Jun 2009 12:24:00 GMT94e1e1ff-3922-415d-9584-19119299714b:3576Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=3576http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=3576http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/06/10/beyond-the-sound-bite-an-interview-phil-roth-cmt.aspx#comments<p>In yet another excellent and insightful interview with the Wall Street veteran and Chief Market Technical Analyst for Miller + Tabak we explored the prospects for a completed market bottom, the absence of public participation in the equity markets, investors sentiment, which sectors, size, and styles look attractive and which look unattractive, and some thoughts on the fixed income market, the US dollar, and the strong chart pattern of Gold.<br /><br />The length of the interview is 12 minutes 17 seconds.</p> <p>&nbsp;</p> <p> <p>(Please visit the site to view this media)</p> <p>To learn about &quot;Sectors and Styles Strategy Report&quot;&nbsp;newsletter&nbsp;and other subscriber benefits, including the market beating Model Growth Portfolio - click&nbsp;<a href="http://www.bluemarbleresearch.com/services_partners.htm">here</a>.&nbsp;</p> </p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=3576" width="1" height="1">Beyond the Sound BiteInvestment Strategy