Beyond the Sound Bite: An Interview with David Rosenberg

VinnyCatalano — Wed, 07 Oct 2009 14:39:00 GMT

"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 Gluskin Sheff & Associates (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.

The length of the interview is 14 minutes 55 seconds.

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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 here.

Beyond the Sound Bite: An Interview Dr. Neal Soss

VinnyCatalano — Thu, 02 Jul 2009 21:36:00 GMT

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.

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To learn about "Sectors and Styles Strategy Report" newsletter and other subscriber benefits, including the market beating Model Growth Portfolio - click here.

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Beyond the Sound Bite: An Interview with David Rosenberg

Beyond the Sound Bite: An Interview Dr. Neal Soss