http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/tags/Chief+Economist/default.aspxTags: Chief EconomistenCommunityServer 2008.5 SP1 (Build: 31106.3070)http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/10/20/beyond-the-sound-bite-an-interview-with-donald-rissmiller.aspxTue, 20 Oct 2009 23:50:00 GMT94e1e1ff-3922-415d-9584-19119299714b:4143Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=4143http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=4143http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/10/20/beyond-the-sound-bite-an-interview-with-donald-rissmiller.aspx#comments<p>My third interview with the Chief Economist at Strategas Research Partners focused on my bifurcated earnings outcome, the US employment situation, the political dynamics of 2010, the dual exit strategies of monetary and fiscal policy, and the inevitability that the deficit bill will come due, among other topics.&nbsp;</p> <p>&nbsp;</p> <p>The length of the interview is 17 minutes 16 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>&nbsp;</p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=4143" width="1" height="1">Chief EconomistDon RissmillerDebtus economyhttp://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/2009/09/22/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/2009/07/02/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/2009/04/15/beyond-the-sound-bite-an-interview-with-dr-robert-barbera.aspxWed, 15 Apr 2009 13:40:00 GMT94e1e1ff-3922-415d-9584-19119299714b:3259Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=3259http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=3259http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2009/04/15/beyond-the-sound-bite-an-interview-with-dr-robert-barbera.aspx#comments<p><a href="http://www.investorsinsight.com/cfs-file.ashx/__key/CommunityServer.Blogs.Components.WeblogFiles/musing_5F00_on_5F00_the_5F00_markets/barberasmall.jpg"><img style="border:0;float:left;margin-left:10px;margin-right:10px;" src="http://www.investorsinsight.com/resized-image.ashx/__size/550x0/__key/CommunityServer.Blogs.Components.WeblogFiles/musing_5F00_on_5F00_the_5F00_markets/barberasmall.jpg" border="0" alt="" /></a>My interview with the Executive Vice President and Chief Economist at ITG and author of&nbsp;<strong>The Cost of Capitalism: Understanding Market Mayhem and Stabilizing Our Economic Future&nbsp;<span style="font-weight:normal;">explored the real world economic pragmatism articulated in his just published book - notably the principles of Hyman Minsky, the Minsky Moment, how the financial markets are a source of economic instability, and why free market capitalism is still the best way to go. We also touched on his views re the current economic climate.</span></strong></p> <p><strong></strong></p> <p>The length of the interview is 13 minutes 34 seconds. </p> <p>&nbsp;</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, click&nbsp;<a href="http://www.bluemarbleresearch.com/services_partners.htm">here</a>.&nbsp;</p> <p>&nbsp;</p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=3259" width="1" height="1">Credit CrisisBeyond the Sound BiteChief Economisthttp://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2008/05/14/beyond-the-sound-bite-an-interview-with-don-rissmiller.aspxWed, 14 May 2008 12:12:00 GMT94e1e1ff-3922-415d-9584-19119299714b:1697Vinny Catalano, CFA0http://www.investorsinsight.com/blogs/musing_on_the_markets/rsscomments.aspx?PostID=1697http://www.investorsinsight.com/blogs/musing_on_the_markets/commentapi.aspx?PostID=1697http://www.investorsinsight.com/blogs/musing_on_the_markets/archive/2008/05/14/beyond-the-sound-bite-an-interview-with-don-rissmiller.aspx#comments<p><span style="font-family:&#39;Lucida Grande&#39;;white-space:pre-wrap;"><img width="70" src="http://www.investorsinsight.com/cfs-filesystemfile.ashx/__key/CommunityServer.Blogs.Components.WeblogFiles/musing_5F00_on_5F00_the_5F00_markets/Rissmiller.png" height="98" style="float:left;" alt="" />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. </span></p> <p><span style="font-family:&#39;Lucida Grande&#39;;white-space:pre-wrap;">The length of the interview is 17 minutes 52 seconds.</span></p> <p>&nbsp;</p> <p>(Please visit the site to view this media)<br /><br /><i>*To learn about &quot;Sectors and Styles Strategy Report&quot; and other subscription services,&nbsp;</i><a href="http://www.bluemarbleresearch.com/services_subscription_partner.htm">click here</a></p><div style="clear:both;"></div><img src="http://www.investorsinsight.com/aggbug.aspx?PostID=1697" width="1" height="1">Audio InterviewBeyond the Sound BiteUS ConsumerVinny CatalanoChief EconomistStrategasDon RissmillerMortgagesNon-Residential Lending