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Video clips of discussions and interviews by market experts debating macro-economic and financial market trends

Wednesday, November 25, 2009

Stocks for the long run, very long run perhaps...

Jeremy Siegel, renowned author of Stocks for the Long Run (1994), explains in this interview that he still believes stocks should be the major building block for capital growth.

http://www.ft.com/cms/93ece7c0-07af-11dd-a922-0000779fd2ac.html?_i_referralObject=10459273&fromSearch=n

Wednesday, October 28, 2009

Is buy-and-hold still a good strategy?

John Mauldin, the renowned editor of the popular e-letter, Thoughts from the Frontline, doesn't think a buy-and-hold strategy makes any sense in the current economic environment...

To index or not...

Yahoo! Finance published the following interview with Michael Mauboussin, author of Think Twice: Harnessing the Power of Counterintuition and chief investment strategist at Legg Mason Capital Management, home of legendary (active) fund manager Bill Miller.
Miller famously beat the S&P 500 for 15 consecutive years starting in the 1990s, only to take a bath during the market crash in 2008, when the Legg Mason Value Trust fell a staggering 55%.
Stellar performance is "a combination of skill and luck," Mauboussin concedes, and even Miller has often cited the role luck played during his years of outperformance.

But just like the best athletes, his research shows the best investors also have tremendous skills and tend to display the following characteristics:
Contrarian
Value oriented
Employ a repeatable process.
This last point is probably the most important. Retail investors should emphasis the process, not just results. And like a stock reverting to the mean, the best investors will likely rebound from a down year or two.

http://cosmos.bcst.yahoo.com/up/fop/embedflv/swf/fop_wrapper.swf?id=15964337&autoStart=0&prepanelEnable=1&infopanelEnable=1&carouselEnable

Monday, October 26, 2009

Thursday, October 8, 2009

A sustainable recovery?

A panel discusses the increasing proof that the recession is over and what that means for the market.

Is the Recession over?
Is the Recession over?

A change in global financial leadership

The US lost its top spot as the global financial center of the world to the UK. Nouriel Roubini, chairman of RGEMonitor.com and the lead academic on the report, breaks down the results for CNBC.


New Rankings of Global Financial Leaders
New Rankings of Global Financial Leaders

Tuesday, September 22, 2009

Wednesday, August 26, 2009

The lessons we will forget

Fortune's Stanley Bing takes a humoristic look at the way how we will remember or rather forget the recession in years to come:

http://money.cnn.com/video/fortune/2009/08/21/f_b_lessons_forget.fortune

Friday, July 24, 2009

An evolutionary approach to economics

Niall Ferguson, economist and historian, explains the evolution of modern day economics:

Friday, July 3, 2009

Thursday, July 2, 2009

Addicted to make a lot of money....

We underestimate the powerful force that drives many of us in pursuit of making (winning) a lot of money. In fact, it's like an addictive drug, say neuroscientists and causing us to make irrational decisions:

Wednesday, June 24, 2009

Tuesday, May 5, 2009

Sunday, May 3, 2009

Sunday, April 26, 2009

Daniel Kahneman's take on Greenspan's turnaround

Daniel Kahneman, Nobel price winner (2002), shares his views on Alan Greenspan's admission that he was wrong when he thought that financial institutions would regulate themselves to the benefit of the greater society...


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Tuesday, March 3, 2009

Europe's challenge

Robert Zoellick, President of The World Bank, discusses some major challenges that awaits the world, especially huge instability threats posed by Central and Eastern European countries.

http://www.ft.com/cms/3cf2381c-c064-11dd-9559-000077b07658.html?_i_referralObject=1038990522&fromSearch=n

A View from a Hot Seat

Ken Lewis, CEO of Bank of America, comments on the way forward, the acquisition of Merrill Lynch, TARP money, bonuses paid-out, his immediate objectives, etc.
Overall, an excellent interview.

http://www.ft.com/cms/8a38c684-2a26-11dc-9208-000b5df10621.html?_i_referralObject=1050224869&fromSearch=n