Posts filed under “Video”

The Risks of Desert Farming

Nice video on the NYT about how Israel is irrigating high-tech desert farming. High food prices have made certain previously unlikely farming profitable.

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Desert_farming


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Source:
Can Israel Find the Water It Needs?   
ANDREW MARTIN 
NYT: August 9, 2008   
http://www.nytimes.com/2008/08/10/business/worldbusiness/10feed.html

Category: Commodities, Video

Faber: Global Economy in Recession

Investor Marc Faber, publisher of the Gloom, Boom & Doom Report, talks with Bloomberg’s Kathleen Hays about the euro’s performance against the U.S. dollar, the commodities market and the global economy. The euro fell the most in almost eight years against the dollar as traders pared bets the European Central Bank will raise interest rates as the economy slows.

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Faber_video

00:00 Euro versus dollar; "global recession"
01:54 U.S. economy, ECB rates; commodities market
04:14 Investment strategy: dollar, Japan
Running time 05:18

Source:
Faber Says Global Economy in Recession; `Long’ on Dollar: Video
Bloomberg, August 8, 2008 15:27 EDT

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aUSFhyJW5QGU

Category: Currency, Economy, Video

Interview: Richard Syron, Freddie Mac chairman & CEO

Freddie Mac Fires Back, Pt. 1
Inside Freddie Mac, with Richard Syron, Freddie Mac chairman & CEO and CNBC’s Maria Bartiromo.

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Freddie_mac_richard_syron_1

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Part II:  Freddie Mac Fires Back, Pt. 2
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Freddie_mac_2

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Thanks, Dougie!

Category: Credit, Real Estate, Video

Freddie Mac Losses to Get Worse

"5.5 Billion in Capital Raise is just the beginning . . . "

Category: Credit, Real Estate, Video

Bloomberg Video: AIG Earnings

Yesterday, I was supposed to do a quick 3 minute spot at Bloomberg, so I headed off to the studio after the close to talk about AIG earnings.

Only the AIG earnings were rather delayed (more than 20 minutes), so I got to babble for a good long time.

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Aig_bloomberg
Running time 13:38

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Barry Ritholtz, chief executive officer of Fusion IQ, talks with Bloomberg’s Julie Hyman in New York about American International Group Inc.’s second-quarter loss reported today, his recommendation of Western Union Co. and the outlook for the financial industry. AIG, the world’s biggest insurer by assets, posted a $5.36 billion loss as writedowns tied to the housing slump wiped out profit for a third-straight quarter. (Source: Bloomberg)
13:380 AIG, Western Union, Fannie Mae, Freddie Mac

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short embed video (2 minutes)

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Source:
Fusion IQ’s Ritholtz Expects More Writedowns at AIG: Video
Bloomberg, August 6, 2008 19:58 EDT

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=avZEKuMTaGME

Category: Credit, Derivatives, Earnings, Media, Video

David Rosenberg: The Frugal Future

Click for Video
Cnbc_rosie


Thoughts
on the future of the economy, with David Rosenberg, Merrill Lynch North American
economist


Click for Video
Rosie_11

Final Thoughts: The U.S. Economy
David Rosenberg, of Merrill Lynch, discusses his outlook on the economy and the housing market

Where the Markets are Headed
Click for Video
Cnbc_rosenberg_1_2

Discussing the economy and stocks, with Matt Zeman, LaSalle Futures
Group; David Rosenberg, Merrill Lynch; CNBC’s Rick Santelli & Steve
Liesman

Category: Earnings, Economy, Markets, Trading, Video

Commodities Drop “Correction not Collapse”

Tobias Merath, a commodity analyst at Credit Suisse Group, talks with Bloomberg’s Bernard Lo and Haslinda Amin in Singapore about the impact of declining demand, falling prices and the global economic slowdown on commodity markets.

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Csfb_commodties

00:00 Demand decline, global slowdown; speculation
03:13 Soft commodities, "correction not collapse"
Running time 05:52

Source:
Merath Says Commodities Drop `Correction not Collapse’: Video
Bloomberg, Aug. 6 2008
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=amYpTvSP_OSk

Category: Commodities, Markets, Video

I.O.U.S.A. Movie Trailer

Looks like my kind of flick . . .

Official site:  IOUSA the Movie

http://www.iousathemovie.com/

Category: Credit, Video

Bear Trap

Bear_trap
Here’s some breathless reporting about an anonymously authored book. Its an interesting discussion of a senior manager director "running the derivatives desk at Bear."

The whole "anonymous" author goes public in September strikes me as schtick — a book publishing publicity stunt.

However, getting the manuscript is quite the coup for Liz. Any Bear insider
story is worth pursuing, as we still only have partial knowledge of
what really happened, and how things went so wrong.

I love Liz, but if you are going to mention that a firm had $17 Billion in cash, then you have to also mention this capital base was leveraged 35X that amount in liabilities. Its called double entry book keeping for a reason.

One last note — Fox has been stoking the "rumor monger" aspect of the Bear/Lehman story. I am not a believer in this line of thought — rumors cannot bring real companies, and the biggest player in the Residential Mortgage Back Securities sector made a big bad bet that went bust. I am no defender of CNBC, and invariably disagree with Dennis, Charlie and Larry.  To me, the Vanity Fair reportage blaming CNBC was silly, and Fox picking up the same story line — that rumors brought down Bear Stearns — does not serve its viewers. Its old school yellow journalism at its finest.

Regardless, this will be worth watching to see what develops…

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Category: Books, Derivatives, Video

Rules for Living from Nassim Taleb

The Author of Fooled by Randomness and The Black Swan has some suggestions for you:

Taleb’s top life tips

1. Scepticism is effortful and costly. It is better to be sceptical about matters of large consequences, and be imperfect, foolish and human in the small and the aesthetic.

2. Go to parties. You can’t even start to know what you may find on the envelope of serendipity. If you suffer from agoraphobia, send colleagues.

3. It’s not a good idea to take a forecast from someone wearing a tie. If possible, tease people who take themselves and their knowledge too seriously.

4. Wear your best for your execution and stand dignified. Your last recourse against randomness is how you act — if you can’t control outcomes, you can control the elegance of your behaviour. You will always have the last word.

5. Don’t disturb complicated systems that have been around for a very long time. We don’t understand their logic. Don’t pollute the planet. Leave it the way we found it, regardless of scientific ‘evidence’.

6. Learn to fail with pride — and do so fast and cleanly. Maximise trial and error — by mastering the error part.

7. Avoid losers. If you hear someone use the words ‘impossible’, ‘never’, ‘too difficult’ too often, drop him or her from your social network. Never take ‘no’ for an answer (conversely, take most ‘yeses’ as ‘most probably’).

8. Don’t read newspapers for the news (just for the gossip and, of course, profiles of authors). The best filter to know if the news matters is if you hear it in cafes, restaurants… or (again) parties.

9. Hard work will get you a professorship or a BMW. You need both work and luck for a Booker, a Nobel or a private jet.

10. Answer e-mails from junior people before more senior ones. Junior people have further to go and tend to remember who slighted them.

click for video

Nassim_taleb

Source:
Nassim Nicholas Taleb: the prophet of boom and doom
Bryan Appleyard
The Sunday Times, June 1, 2008
http://business.timesonline.co.uk/tol/business/economics/article4022091.ece

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Category: Apprenticed Investor, Books, Investing, Video