Beyond the Sound Bite

Michael J. Mauboussin

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 04 Nov 2009 11:59:00 +0000

"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.

The length of the interview is 14 minutes 10 seconds.

Alec Young

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 28 Oct 2009 12:24:00 +0000

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 seconds.

Don Rissmiller

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 21 Oct 2009 11:41:00 +0000

My third interview with the Chief Economist at Strategas Research Partners focused on my bifurcated earnings outcome, the US employment situation, the political dynamics of 2010, the dual exit strategies of monetary and fiscal policy, and the inevitability that the deficit bill will come due, among other topics.

The length of the interview is 17 minutes 16 seconds.

V - TV on foxbusiness.com

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Thu, 15 Oct 2009 23:48:00 +0000

My segment begins at the 4:30 mark.

Note: If the video isn't available immediately, try reloading the page. If that fails to work, visit vinnycatalano.blogspot.com

Phil Roth, CMT

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 14 Oct 2009 10:27:00 +0000

It's 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 can double or triple from current levels, and a country, sector, and style outlook.

The length of the interview is 13 minutes 48 seconds.

David Rosenberg

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 07 Oct 2009 12:51:00 +0000

"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 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.

New Delhi TV tonight

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Tue, 06 Oct 2009 21:04:00 +0000

Haven't had your fill of Vinny the short term bear, then tune in to New Delhi TV at 9:30 PM (eastern) tonight.

Bloomberg radio today

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Tue, 06 Oct 2009 10:10:00 +0000

Vinny the short term bear takes his views to Bloomberg radio's Taking Stock with Pimm Fox at 4:00 (ET) today, if you're so inclined.

CNBC Today

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Fri, 02 Oct 2009 12:29:00 +0000

Vinny the short term bear returns to CNBC's "The Call" at 11:10 AM (eastern), if you're so inclined.

Note: Make sure to watch until the end when you will hear a new investment phrase.

Subodh Kumar, CFA

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 30 Sep 2009 04:34:00 +0000

In a most insightful third interview, the Chief Investment Strategist of Subodh Kumar & Associates 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.

The length of the interview is 19 minutes 11 seconds.

Note: You can also view Subodh's October 7 CNBC appearance by clicking here.

David Malpass

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Tue, 22 Sep 2009 13:26:00 +0000

I have decided that an early publication of my interview with David Malpass, President of Encima Global, is warranted as a key element of our discussion 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.

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).

Vinny on Bloomberg radio

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Mon, 21 Sep 2009 20:27:00 +0000

Bloomberg radio "Taking Stock" at 4:35 (ET) today.

Vinny on Bloomberg radio ETF report

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Fri, 18 Sep 2009 15:24:00 +0000

An excerpt from last week's Bloomberg radio "Taking Stock" appearance re high yield bonds found its way onto another Bloomberg radio segment, ETF Reports.

To listen to the brief excerpt, click here.

Vitaliy Katsenelson, CFA

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 16 Sep 2009 11:36:00 +0000

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 growth rate, the sustainability of the rally in gold, and a major contrarian call on healthcare.

The length of the interview is 17 minutes 58 seconds.

Bloomberg radio

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Fri, 11 Sep 2009 19:14:00 +0000

Vinny the short term bear on Bloomberg radio at 3:30 (eastern), if you are so inclined.

Susanne Trimbath, Ph. D.

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 09 Sep 2009 13:44:00 +0000

My interview with the CEO and Chief Economist of STP Advisory Services includes her libertarian perspectives on the virtuous circle, the risks in the Fed's exit strategy, key consequences of financial innovation, and the next global financial crisis: public debt. Dr. Trimbath is also the author of "Beyond Junk Bonds: Expanding High Yield Markets".

The length of the interview is 18 minutes 28 seconds.

CNBC Today

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 26 Aug 2009 13:58:00 +0000

Vinny the short term bear on CNBC at 11:10 AM (eastern), if you're so inclined.

Thomas P. Au, CFA

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 19 Aug 2009 12:50:00 +0000

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.

The length of the interview is 14 minutes 52 seconds.

Michael Sheldon, CFA

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 12 Aug 2009 19:55:00 +0000

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.

The length of the interview is 15 minutes 56 seconds.

Gillian Tett

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 05 Aug 2009 13:29:00 +0000

My interview with the assistant editor of the Financial Times and author of "Fool's Gold" includes key aspects of financial innovation, the consequences of a reluctance to lend by financial institutions, the utility qualities of the financial services industry, and the transitional nature of both the financial services industry and the global economy.

The length of the interview is 16 minutes 24 seconds.

Todd Harrison

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 15 Jul 2009 12:40:00 +0000

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 of the interview is 20 minutes 15 seconds.

Sam Stovall

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 08 Jul 2009 11:39:00 +0000

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 sectors have been and remain the investment place to be in the current market climate, and the economic transformation of the US economy.

The length of the interview is 15 minutes 47 seconds.

Dr. Neal Soss

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 01 Jul 2009 11:24:00 +0000

My interview with the Managing Director and Chief Economist with Credit Suisse 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.

Market Technicians Assocation webcast: "Market Signals with ETFs"

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Thu, 25 Jun 2009 13:40:00 +0000

At noon US eastern time today, I have the privilege of conducting a webcast presentation for the Market Technicians Association titled "Market Signals with ETFs". You are invited to join the free 45 minute session as an electronic attendee: listen to the presentation and ask questions.

The topics I will be discussing include:

* Why stocks have an inherently upward bias
* Portfolio strategies such as diversification with a tilt
* Technical analysis tools and ETFs
* The three forces that have empowered all investors

To attend as a guest, click here

Phil Roth, CMT

vinny@bluemarbleresearch.com (Vinny Catalano, CFA) — Wed, 10 Jun 2009 15:53:00 +0000

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 look attractive and which look unattractive, and some thoughts on the fixed income market, the US dollar, and the strong chart pattern of Gold.

The length of the interview is 12 minutes 17 seconds.