-
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...
-
When it comes to understanding the drivers of corporate success, shareholder value, value based management, and value based finance are more than catchy phrases. They are analytical methodologies that enable a deeper understanding of the elements of competitive advantage. My interview with Johnson includes...
-
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...
-
In an exclusive befitting the major cable networks, I am pleased to provide listeners with the ability to compare and contrast the US presidential candidates' economic plans - last week's interview with McCain economic advisor Steve Forbes and this week's guest, Obama chief economic advisor...
-
Steve Forbes, in his capacity as economic advisor to John McCain, shares his perspective on the Senator's position re tax policy, the federal budget (including entitlement programs), regulatory issues, and working with a Democratic Congress. The length of the interview is 11 minutes 20 seconds. Click...
-
As the US Congress moves forward with its threat to force change upon energy speculators, my interview with the former Director, Division of Trading and Markets, Commodity Futures Trading Commission couldn't be more timely. Expanding upon his recent congressional testimony, our discussion focuses...
-
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...
-
My interview with the Managing Director and Chief Economist for Deutsche Bank Securities includes the state of the global economy, prospects for stagflation in the US, the expanded role of the Fed, and the US consumer. The length of the interview is 13 minutes 21 seconds. Click here to play this audio...
-
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...
-
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...
-
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...
-
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...
-
Friday's appearance on BNN TV enabled me to expand upon the rotational aspects of the market as well as other items. The length of the interview is 6 minutes 2 seconds.
-
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...
-
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. Click...