Posts filed under “Video”

Short-Sellers, The Ackman Approach

Via the WSJ Deals Conference:

Category: Short Selling, Video

Byron Wien

Pequot’s Byron Wien on the Recession, Inflation, Valuation and Markets

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Byron_wien

 



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Source:
Mastering the Markets
CNBC, Thurs. Jun. 12 2008 | 8:42 AM
http://www.cnbc.com/id/15840232?video=769003169&

Category: Economy, Video

Shilling Sees ‘Big Nose Dive’ in Consumer Spending June

Gary Shilling, president of A. Gary Shilling & Co., talks about the outlook for the U.S. economy, dollar and Federal Reserve monetary policy.

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Shilling

00:00 Outlook: "big nose dive in consumer spending"
01:10 Discrepancy between unemployment, payrolls
02:26 Prospects for Fed policy, bond market
05:26 "Very optimistic" on U.S. dollar
07:26 China’s economy, growth outlook

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Source:
Shilling Sees ‘Big Nose Dive’ in Consumer Spending June
Bloomberg, June 11 2008
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=a6uKx1qEtvAE

Category: Consumer Spending, Economy, Video

Squawk on the Street Appearance (6/12/08)

Here’s today’s earlier CNBC appearance on Market Pulse Check:

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Cnbc_squawk_612_2

I like David Katz of Matrix Asset Advisors value approach, but we (obviously) have some sector disagreements — that’s what makes a market!

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embedded video

Airtime: Thurs. Jun. 12 2008 | :43:0 08 ET

A look at where this market is headed, with David Katz, Matrix Asset Advisors and Barry Ritholtz, Fusion IQ

Category: Media, Video

Future of Financials

As investment banks look to raise new capital and calm the turbulent waves they’ve been riding, the recovery is far from soon, says Meredith Whitney, executive direct of equity research at Oppenheimer & Co.

Click for video
Whitney

via CNBC

Category: Credit, Derivatives, Video

Fed To Raise Rates? (I doubt it)

Dan North of Euler Hermes provides a smart overview of what the Fed’s options are:

Marketwatch:

 

Category: Economy, Federal Reserve, Video

Rosenberg Sees ‘No Better’ Than 1% U.S. Growth in 2009

Merrill’s Chief Economist is not very sanguine on the odds for a quick bounce back.

Audio: Rosenberg Sees `No Better’ Than 1% U.S. Growth in 2009   

David Rosenberg, chief North American economist at Merrill Lynch & Co., talks about the May U.S. employment report, the possibility of "stagflation" in the U.S. economy and the outlook for growth.

00:00 Jobs report, outlook for U.S. economic growth
07:31 Home prices; inflation-commodity price link 
13:00 Home market outlook; "It’s not stagflation."
15:55 Bond spreads; consumer price inflation
19:41 Is America ready to retire?                

Running time 21:05
Last Updated: June 6, 2008 17:49 EDT

Source:
Rosenberg Sees ‘No Better’ Than 1% U.S. Growth in 2009: Audio
Bloomberg,
June 6 2008
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=azFFQSoEKDOc

Category: Economy, Employment, Video

Bronfman on Internet, Apple & Music

Interesting chat:

Bronfman

Category: Music, Video, Web/Tech

TheStreet.com Goes Flash Video

Bogof_flyer1Kudos to TSCM for moving to flash, rather than that crappy WMP video, they used to use. (Hey Bloomberg! How about you?)

I’m told that’s been running a couple of months, which shows you how often I’m at that part of the site.

Let’s pull a random, video to show — hey, how about this one? We showed you the ad for "Buy One House, Get One Free" on Tuesday; Later that day, TheStreet.com had an interview with my friend, Paul Kedrosky — who not only is a Real Estate guru (WTF?!) but loves the smell of Napalm in the morning !

Aside from that slight shift in title (from college professor and VC to love guru, here’s the accompanying video:

Previously:
California: Buy One House, Get One Free (June 03, 2008 | 09:00 AM)    http://bigpicture.typepad.com/comments/2008/06/california-buy.html

Source:
Two Homes for the Price of One?

Brittany Umar
& Paul Kedrosky
TheStreet.com, Tue 06/03/08 17:42 PM EST
http://www.thestreet.com/video/index.html#1577987862

Category: Financial Press, Real Estate, Video

Saut: No Bottom in Financials, Housing

Jeffrey Saut, chief investment strategist at
Raymond James & Associates in St. Petersburg, Florida, talks about the outlook for financial and housing markets, investing in
dividend-paying stocks, and some of his equity recommendations.

click for radio

Jeffrey Saut Doesn’t See Bottom in Financials, Housing


      

Source:
Jeffrey Saut Doesn’t See Bottom in Financials, Housing: Video
Bloomberg,     June 3 2008
http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aZoK7LLVEVTc

Category: Video