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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...
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In my second interview with the International Equity Strategist for Standard and Poors we discussed the S&P economic outlook, the rebound in global trade, the advised investment focus on global cyclical leadership, and risks of an economic double dip. The length of the interview is 12 minutes 05...
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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...
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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 investment significance re the wide gap between operating earnings and GAAP earnings, reasons to doubt China's published...
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My interview with the author of "A Modern Approach to Graham and Dodd Investing" 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...
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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...
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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 "age of austerity", the value in financial innovation, and the importance of being a contrarian investor. The length...
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The Chief Investment Strategist at Standard and Poors returns for his third "Beyond the Sound Bite" interview, which includes a prospective correction to the 800 - 825 range for the S&P 500, Info Tech's recent strength and the classic rotation to early cycle sectors, why higher quality...
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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...
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My interview with the Chief Investment Strategist of Subodh Kumar & Associates includes his cautious equity outlook at the top end of the trading range, the low quality aspects of the recent equity markets' rallies, the coming powerful earnings benefits from cost cutting, a 2010 S&P 500 operating...
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My interview with the cofounder and Chief Investment Officer with Cumberland Advisors includes a cautious equity outlook made more so by the potential flu pandemic, an asset allocation mix that favors high quality bonds over equities, uncertainty re earnings outlook for 2009, and a few thoughts on financial...
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My conversation with Standard and Poors' Equity Research Chief Investment Strategist includes how stocks tend to perform when one party controls government, fourth quarter of an election year stock performance, first year of a new administration and stock performance, and the earnings estimate split...
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The great value add in moderating events and conducting interviews is the ability to select the topics to discuss and questions to pose to some of the best minds in the investment, economic, and geopolitical worlds. So, here are a few takeaways from this Tuesday’s NYSSA Market Forecast luncheon...
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My interview with the Chief Investment Strategist for Fifth Third Private Bank includes three issues overhanging the equity markets, stagflation lite, value traps, and fixed income strategies. The length of the interview is 11 minutes 21 seconds. Click here to play this audio clip To learn about "Sectors...
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My interview with the International Equity Strategist for Standard and Poors includes a tilt toward to US equities, the concept of a "home bias" in investing, and attractive and unattractive economic sectors. The length of the interview is 11 minutes 32 seconds. Click here to play this audio...