Search results matching tag 'Beyond the Sound Bite'

Search results matching tag 'Beyond the Sound Bite'http://www.investorsinsight.com/search/SearchResults.aspx?a=1&o=DateDescending&tag=Beyond+the+Sound+Bite&orTags=0Search results matching tag 'Beyond the Sound Bite'en-USCommunityServer 2008.5 SP1 (Build: 31106.3070)Beyond the Sound Bite: An Interview with Michael J. Mauboussinhttp://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:4199VinnyCatalano<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: "Think Twice: Harnessing the Power of Counterintuition", including concepts such as decision making danger zones.</p> <p> <p>The length of the interview is 14 minutes 10 seconds.</p> <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 "Sectors and Styles Strategy Report" newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits,  </i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> </p>Beyond the Sound Bite: An Interview with Alexander Younghttp://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:4172VinnyCatalano<p>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. <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 "Sectors and Styles Strategy Report" newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits,  </i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> </p>Beyond the Sound Bite: An Interview Phil Rothhttp://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:4111VinnyCatalano<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. </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 "Sectors and Styles Strategy Report" newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits,  </i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> <div><i><br /></i></div> </p>Beyond the Sound Bite: An Interview with David Rosenberghttp://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:4078VinnyCatalano<p>"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." So wrote Stephen Roach, Chairman, Morgan Stanley Asia in today'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 & 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 "Sectors and Styles Strategy Report" newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits,  </i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> <p> </p>Beyond the Sound Bite: An Interview with Subodh Kumarhttp://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:4055VinnyCatalano<p>In a most insightful third interview, the Chief Investment Strategist of <a href="http://www.subodhkumar.com"><i>Subodh Kumar & 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> </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 "Sectors and Styles Strategy Report" newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits,  </i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> <p> </p>Beyond the Sound Bite: An Interview with David Malpasshttp://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:4019VinnyCatalano<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' 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'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 "Sectors and Styles Strategy Report" newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits,  </i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> <p> </p>Beyond the Sound Bite: An Interview with Vitaliy Katsenelsonhttp://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:4002VinnyCatalano<p>My conversation with the Director of Research for Investment Management Associates and author of "<a href="http://www.amazon.com/Active-Value-Investing-Range-Bound-Markets/dp/0470053151">Active Value Investing: Making Money in Range-bound Markets</a>" includes the investment significance re the wide gap between operating earnings and GAAP earnings, reasons to doubt China'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 "Sectors and Styles Strategy Report" newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits,  </i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p>Beyond the Sound Bite: An Interview with Susanne Trimbath, Ph. D.http://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:3974VinnyCatalano<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'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">"Beyond Junk Bonds: Expanding High Yield Markets"</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 "Sectors and Styles Strategy Report" newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits,  </i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>click here</i></a><i>.</i></p> <p> </p>Beyond the Sound Bite: An Interview with Thomas P. Au, CFAhttp://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:3896VinnyCatalano<p>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 into valuation models, and the factors surrounding the uncertainty of top line (revenue) growth. <br /><br />The length of the interview is 14 minutes 52 seconds.</p> <p> </p> <p> <p>(Please visit the site to view this media)</p> <p> </p> <p><i>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 </i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>here</i></a><i>.</i></p> </p>Beyond the Sound Bite: An Interview with Michael Sheldon, CFAhttp://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:3870VinnyCatalano<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 "Sectors and Styles Strategy Report" newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits, click </i><a href="http://www.bluemarbleresearch.com/services_partners.htm"><i>here</i></a><i>.</i></p> <div><i><br /></i></div> </p>