Thursday, February 24, 2011

Say What?

Yesterday, I had the opportunity to be a guest on Bloomberg radio's "Taking Stock" program and NDTV (New Delhi Television) Profit's program discussing the current market and economic environment. A key focus explored was one of the two major themes of my recently concluded Market Forecast series (10 events, 10 cities, 34 expert panelists, 920 attendees, in 6 weeks): once the the US economy is taken off stimulus steroids, will it achieve a private sector led sustainable expansion (what economists lovingly refer to as "escape velocity")? The answer will almost certainly disappoint you.

To listen and view the interviews, click here.

Wednesday, February 23, 2011

Beyond the Sound Bite: An Interview with Philip J. Orlando, CFA

My annual interview (this being the fourth) with Federated Investors' Senior Vice President, Chief Equity Market Strategist, Senior Portfolio Manager includes the good news/bad news aspects of the current US economic and corporate profits outlook, the direction of interest rates, an appropriate multiple for stocks, the importance of education as a long term solution to stagnant US middle income wages, and how a traditional institutional investor manages the changed structure of the markets.

Beyond the Sound Bite podcast interviews can be found at the Blue Marble Research media blog. To listen to this interview, click here.

Note: Phil is actively involved with FECA, the Foundation for Educating Children with Autism

Wednesday, February 9, 2011

Beyond the Sound Bite: An Interview with James J. Valentine, CFA

Ivory tower meets real world.

Once in a great while, a book comes along that blends the theoretical with the practical in such a way that readers are treated to insights of great value. Such is the case with Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts, the topic of this week's interview.

The former multi year II ranked analyst and former director of global training and development with Morgan Stanley describes in five parts how to excel as an equity analyst. Anyone interested in, involved in, or considering a career as an equity analyst (buy or sell side) will have their knowledge and almost certainly their career enhanced. I cannot overstate the usefulness provided.

Beyond the Sound Bite podcast interviews can be found at the Blue Marble Research media blog. To listen to this interview, click here.

Wednesday, February 2, 2011

Beyond the Sound Bite: An Interview with Phil Roth, CMT

In his last appearance back in April 2010, I asked the highly respected market strategist, "Is the bull done?" His reply now is the same as then, "Not yet". This despite the continuing absence of any meaningful participation by traditional investors (professional and non) and the risk that having an equity market dominated by the fast money crowd (hedgies and others).

In such a non traditional bull market, what are the market related signs one should be on the lookout for? What are seasoned Wall Street veteran's likes and dislikes in the market? And is the market climbing a wall of worry?

Beyond the Sound Bite podcast interviews can be found at the Blue Marble Research media blog. To listen to this interview, click here.