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
Video clips of discussions and interviews by market experts debating macro-economic and financial market trends
Wednesday, November 25, 2009
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.
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
China continues to surprise...
China is the shining star of global economic growth, but their currency regime has played a major role in stimulating growth.
http://www.ft.com/cms/bfba2c48-5588-11dc-b971-0000779fd2ac.html?_i_referralObject=10902122&fromSearch=n
http://www.ft.com/cms/bfba2c48-5588-11dc-b971-0000779fd2ac.html?_i_referralObject=10902122&fromSearch=n
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
Assessing Lehman's failure
A panel of top female business leaders discusses the impact of Lehman Brothers one year after the event:
http://money.cnn.com/video/fortune/2009/09/16/f_mpw_jung_woertz_kullman.fortune
http://money.cnn.com/video/fortune/2009/09/16/f_mpw_jung_woertz_kullman.fortune
Tuesday, September 15, 2009
Friday, September 11, 2009
China is opening up their economy
Getting to know the Chinese way of thinking:
http://www.ft.com/cms/15521054-b0e5-11dd-8915-0000779fd18c.html?_i_referralObject=9383792&fromSearch=n
http://www.ft.com/cms/15521054-b0e5-11dd-8915-0000779fd18c.html?_i_referralObject=9383792&fromSearch=n
A market correction under way?
A market expert discusses the possibility of a market correction:
http://www.ft.com/cms/893ac9c8-757e-11dc-b7cb-0000779fd2ac.html?_i_referralObject=9120103&fromSearch=n
http://www.ft.com/cms/893ac9c8-757e-11dc-b7cb-0000779fd2ac.html?_i_referralObject=9120103&fromSearch=n
Monday, September 7, 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
http://money.cnn.com/video/fortune/2009/08/21/f_b_lessons_forget.fortune
Tuesday, August 25, 2009
The return of the US consumer?
Analysts discusses the latest data trends:
http://articles.moneycentral.msn.com/video/default-ap.aspx?cp-documentid=033b0926-3e7c-4f93-87b3-e33855b407dc
http://articles.moneycentral.msn.com/video/default-ap.aspx?cp-documentid=033b0926-3e7c-4f93-87b3-e33855b407dc
Tuesday, August 4, 2009
Finding the right attitude towards your investment
Warren Buffett gives sound advice: Investing is simple, but not easy because we allow our emotions to dominate our decision-making:
http://money.cnn.com/video/fortune/2009/06/19/f_ba_emotion_buffett.fortune
http://money.cnn.com/video/fortune/2009/06/19/f_ba_emotion_buffett.fortune
How to spot an asset bubble
Some perspectives when investors should realise they are invested in an asset bubble:
http://money.cnn.com/video/news/2009/08/03/n_china_bubble_economy.cnnmoney
http://money.cnn.com/video/news/2009/08/03/n_china_bubble_economy.cnnmoney
The triumph of investing over speculation
John Bogle, father of index investing back in 1975, explains why investors should focus on investing and not speculating.
http://www.indexuniverse.com/index.php?option=com_video&task=getVideo&id=4&tmpl=ajax
http://www.indexuniverse.com/index.php?option=com_video&task=getVideo&id=4&tmpl=ajax
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
Asia: The new leading economy?
Pierre Gave of Hong Kong-based GaveKal Research expresses his views on what the future holds for the Asian economies:
http://www.ft.com/cms/893ac9c8-757e-11dc-b7cb-0000779fd2ac.html?_i_referralObject=6114617&fromSearch=n
http://www.ft.com/cms/893ac9c8-757e-11dc-b7cb-0000779fd2ac.html?_i_referralObject=6114617&fromSearch=n
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
Will China lead us to economic recovery?
Tim Bond of Barclays Capital discusses the reasons why China will be the dominant growth engine for world economic growth:
http://www.ft.com/cms/bfba2c48-5588-11dc-b971-0000779fd2ac.html?_i_referralObject=6201154&fromSearch=n
http://www.ft.com/cms/bfba2c48-5588-11dc-b971-0000779fd2ac.html?_i_referralObject=6201154&fromSearch=n
Wednesday, June 17, 2009
Your money and your brain
Jason Zweig, author of Your Money and Your Brain, explains typical investor behaviour during stressful times.
http://video.msn.com/video.aspx?mkt=en-US&brand=money&vid=9ec2dfa2-2dd4-4f09-a3d6-ff9e13fad41b
http://video.msn.com/video.aspx?mkt=en-US&brand=money&vid=2f27071c-31a5-418e-8e49-57924518418c
http://video.msn.com/video.aspx?mkt=en-US&brand=money&vid=8979040f-0a8e-49f3-a7a5-fe47758d8dbf
http://video.msn.com/video.aspx?mkt=en-US&brand=money&vid=9ec2dfa2-2dd4-4f09-a3d6-ff9e13fad41b
http://video.msn.com/video.aspx?mkt=en-US&brand=money&vid=2f27071c-31a5-418e-8e49-57924518418c
http://video.msn.com/video.aspx?mkt=en-US&brand=money&vid=8979040f-0a8e-49f3-a7a5-fe47758d8dbf
How good is your maths?
The value of compounded interest is not understood by everyone...
http://video.msn.com/video.aspx?mkt=en-US&brand=money&vid=14e99599-14c5-4dac-8806-dc9e6e894b0d
http://video.msn.com/video.aspx?mkt=en-US&brand=money&vid=14e99599-14c5-4dac-8806-dc9e6e894b0d
Adding zeros to the numbers
You may have heard about a trillion dollars before, but how much is it really? well, it is beyond your wildest imaginations...
http://video.msn.com/video.aspx?mkt=en-US&brand=money&vid=c9031cb7-c0e6-4c44-9bd1-09bfac10c1c9
http://video.msn.com/video.aspx?mkt=en-US&brand=money&vid=c9031cb7-c0e6-4c44-9bd1-09bfac10c1c9
Monday, June 15, 2009
Buying individual shares or baskets?
John Bogle, founder of Vanguard, explains how one should invest for the long term:
http://www.cnbc.com/id/15840232?play=1&video=1146759795
http://www.cnbc.com/id/15840232?play=1&video=1146759795
Thursday, June 11, 2009
Tuesday, June 2, 2009
GMO's Grantham views on the market direction
GMO's Jeremy Grantham explains his views where the market is going.
Barack Obama explains his government's commitment to GM
Pres. Barack Obama explains the U.S. government involvement and large stake in General Motors:
http://money.cnn.com/video/news/2009/06/01/news.060109.obama.cnnmoney
http://money.cnn.com/video/news/2009/06/01/news.060109.obama.cnnmoney
General Motors bankruptcy: What will happen next?
GM's CEO discusses the way forward after the Chapter 11 bankruptcy filing:
http://money.cnn.com/video/news/2009/06/01/news.gm.fritz.henderson.chernoff.cnnmoney
http://money.cnn.com/video/news/2009/06/01/news.gm.fritz.henderson.chernoff.cnnmoney
Friday, May 29, 2009
Bogle on the extent of the recession
John Bogle, founder of Vanguard index funds, gives his views on the current recession
Wednesday, May 20, 2009
Monday, May 11, 2009
Buffett's views on the state of the economy
The legendary investor shares with CNN his views on the economy, how the Obama administration is handling the crisis, etc.
http://money.cnn.com/video/news/2009/05/04/news.buffettlong.mov.cnnmoney
http://money.cnn.com/video/news/2009/05/04/news.buffettlong.mov.cnnmoney
Prudent investment advice from the one that should know
Warren Buffett on what the everyday investor should be doing right now:
http://money.cnn.com/video/news/2009/05/07/news.buffett.050709.cnnmoney
http://money.cnn.com/video/news/2009/05/07/news.buffett.050709.cnnmoney
Tuesday, May 5, 2009
Bernanke's outlook
Ben Bernanke, Fed chairman, discusses the current state of the U.S. economy and outlook:
http://www.cnbc.com/id/15840232?play=1&video=1114458208
http://www.cnbc.com/id/15840232?play=1&video=1114458208
Sunday, May 3, 2009
Thursday, April 30, 2009
Berkshire Hathaway's AGM and equity portfolio
Morningstar analysts discuss the forthcoming Berkshire Hathaway AGM and equity portfolio:
http://www.morningstar.com/cover/videocenter.html?bcpid=1213900505&bctid=20990148001
http://www.morningstar.com/cover/videocenter.html?bcpid=1213900505&bctid=21345871001
http://www.morningstar.com/cover/videocenter.html?bcpid=1213900505&bctid=20990148001
http://www.morningstar.com/cover/videocenter.html?bcpid=1213900505&bctid=21345871001
Tuesday, April 28, 2009
Why TARP will fail?
Joseph Stiglitz, Nobel price winner in Economics, shares his views on the failure of the TARP programme:
http://fora.tv/2009/02/19/Stiglitz_Temporary_Bank_Nationalization_Necessary#Joesph_Stiglitz_Explains_the_Failure_of_TARP
http://fora.tv/2009/02/19/Stiglitz_Temporary_Bank_Nationalization_Necessary#Joesph_Stiglitz_Explains_the_Failure_of_TARP
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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Wednesday, April 15, 2009
Capitalism: Whereto from here? A U.S. perspective
A panel discussion of how capitalism will be viewed in the future:
http://www.ft.com/cms/3cf2381c-c064-11dd-9559-000077b07658.html?_i_referralObject=1079631548&fromSearch=n
http://www.ft.com/cms/3cf2381c-c064-11dd-9559-000077b07658.html?_i_referralObject=1079631548&fromSearch=n
The Financial Crisis: Causes and Remedies
Financial Times hosted a panel discussion with some of the brighest economists in the US to gauge their views on why the financial crisis erupted and how financial markets will be regulated in the future:
http://www.ft.com/cms/3cf2381c-c064-11dd-9559-000077b07658.html?_i_referralObject=1079742267&fromSearch=n
http://www.ft.com/cms/3cf2381c-c064-11dd-9559-000077b07658.html?_i_referralObject=1079623995&fromSearch=n
http://www.ft.com/cms/3cf2381c-c064-11dd-9559-000077b07658.html?_i_referralObject=1079742267&fromSearch=n
http://www.ft.com/cms/3cf2381c-c064-11dd-9559-000077b07658.html?_i_referralObject=1079623995&fromSearch=n
Tuesday, March 31, 2009
No pushover administration...
Pres. Barack Obama's views on the US auto industry and what should be done:
http://www.cnbc.com/id/15840232?play=1&video=1077902779
http://www.cnbc.com/id/15840232?play=1&video=1077902779
The future of capitalism
A FT panel discussion about how they see capitalism evolving from the current crisis:
http://www.ft.com/cms/3cf2381c-c064-11dd-9559-000077b07658.html?_i_referralObject=1069619695&fromSearch=n
http://www.ft.com/cms/3cf2381c-c064-11dd-9559-000077b07658.html?_i_referralObject=1069619695&fromSearch=n
Sunday, March 22, 2009
Bad banks equal bad economy
A fund manager gives his views on the banking crisis and the global economic downturn:
http://www.ft.com/cms/8a38c684-2a26-11dc-9208-000b5df10621.html?_i_referralObject=1066258997&fromSearch=n
http://www.ft.com/cms/8a38c684-2a26-11dc-9208-000b5df10621.html?_i_referralObject=1066258997&fromSearch=n
John Paulson's Deal
John Paulson, manager of a very successful hedge fund, recently acquired Anglo American's stake in Anglo Gold Ashanti. Indeed, some golden prospects for gold...
http://video.msn.com/?mkt=en-us&from=IV2_en-us_Money_video_default&fg=MSNmoney&vid=4e40b144-ef2f-42be-af1e-d081b7bedc51
http://video.msn.com/?mkt=en-us&from=IV2_en-us_Money_video_default&fg=MSNmoney&vid=4e40b144-ef2f-42be-af1e-d081b7bedc51
Wall Street's Bad Boys
Fighting for the big price? See CNBC's top list of bad behaviour...
http://video.msn.com/?mkt=en-us&playlist=videoByUuids:uuids:0ea7af4b-62e1-4410-9025-86a1bb675e5f&showPlaylist=true&from=IV2_en-us_Money_video_default&fg=MSNmoney
http://video.msn.com/?mkt=en-us&playlist=videoByUuids:uuids:0ea7af4b-62e1-4410-9025-86a1bb675e5f&showPlaylist=true&from=IV2_en-us_Money_video_default&fg=MSNmoney
Thursday, March 19, 2009
The Ethics of Financial Journalism
An interesting debate between Jim Cramer, CNBC's "Mad Money" and Jon Stewart of The Daily Show:
The Daily Show With Jon Stewart /Jim Cramer Pt. 1
The Daily Show With Jon Stewart / Jim Cramer Pt. 2
The Daily Show With Jon Stewart / Jim Cramer Pt. 3
http://www.ft.com/cms/8a38c684-2a26-11dc-9208-000b5df10621.html?_i_referralObject=1050224869&fromSearch=n
The Daily Show With Jon Stewart
The Daily Show With Jon Stewart
The Daily Show With Jon Stewart
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
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
Friday, February 27, 2009
Is the market fairly priced?
Pat Dorsey of Mornigstar Inc. discusses possible reasonable values for the S&P500:
http://link.brightcove.com/services/link/bcpid1184614598/bctid13796814001
http://link.brightcove.com/services/link/bcpid1184614598/bctid13796814001
Wednesday, February 25, 2009
Thursday, February 19, 2009
Banks to blame
Nobel laureate economist, Joseph Stiglitz, gives his views on the global financial crisis:
http://www.ft.com/cms/3cf2381c-c064-11dd-9559-000077b07658.html?_i_referralObject=999561582&fromSearch=n
http://www.ft.com/cms/3cf2381c-c064-11dd-9559-000077b07658.html?_i_referralObject=999561582&fromSearch=n
Tuesday, February 17, 2009
Earnings growth: Going, going, gone...
Companies' profits are falling at a rapid rate and experts are not expecting any turnaround soon.
Wall Street Ready for Rebound
Wall Street Ready for Rebound
Sunday, February 15, 2009
Obama's economic stimulus plan
Will it work? A panel discusses the merits of Obama's stimulus plan...
http://video.msn.com/?mkt=en-us&tab=s216&playlist=videoByUuids:uuids:1eee408d-bd66-4f0d-bd00-5a2895bb907f&showPlaylist=hotvideo_money&from=IV2_en-us_money_news_video_ticker&fg=money_central
http://video.msn.com/?mkt=en-us&tab=s216&playlist=videoByUuids:uuids:1eee408d-bd66-4f0d-bd00-5a2895bb907f&showPlaylist=hotvideo_money&from=IV2_en-us_money_news_video_ticker&fg=money_central
Thursday, January 29, 2009
Tuesday, January 20, 2009
Can Obama restore trust?
Discussing whether Barack Oama has what it takes to restore trusts in the markets:
http://video.msn.com/?mkt=en-us&tab=s216&playlist=videoByUuids:uuids:8a61b302-1a73-4317-aa97-ef89495e2ae9&showPlaylist=hotvideo_money&from=IV2_en-us_money_news_video&fg=money_central
http://video.msn.com/?mkt=en-us&tab=s216&playlist=videoByUuids:uuids:8a61b302-1a73-4317-aa97-ef89495e2ae9&showPlaylist=hotvideo_money&from=IV2_en-us_money_news_video&fg=money_central
First Impressions
Reaction on Pres. Barack Obama's inauguration speech:
http://www.cnbc.com/id/15840232?video=1006360358
http://www.cnbc.com/id/15840232?video=1006360358
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June
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- Will China lead us to economic recovery?
- Your money and your brain
- How good is your maths?
- Adding zeros to the numbers
- Buying individual shares or baskets?
- Taking stock: Where are we now in the crisis?
- GMO's Grantham views on the market direction
- Barack Obama explains his government's commitment ...
- General Motors bankruptcy: What will happen next?
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May
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- Buy-an-hold...Still making sense?
- Bogle on the extent of the recession
- Nouriel Roubini's take on where the global economy...
- Japan's economic woes continue
- Buffett's views on the state of the economy
- Prudent investment advice from the one that should...
- Bernanke's outlook
- Insights from Woodstock
- News from the Woodstock Festival
- How to beat your peers
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February
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- Is the market fairly priced?
- Debating The American Way...
- When will the nightmare end?
- Banks to blame
- Different recessions need different solutions
- Fundamental indexing: A better way?
- Earnings growth: Going, going, gone...
- Asset allocation and lessons from 2008
- Wanna be an asset manager in todays' markets?
- Obama's economic stimulus plan
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