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

Thursday, December 30, 2010

The Secret to investing: Outwit your brain!

Jonah Lehrer on smart investing:

http://fora.tv/2010/01/05/Jonah_Lehrer_How_We_Decide#The_Secret_to_Investing_Outwit_Your_Brain

Wednesday, December 29, 2010

Why we like to gamble

Jonah Lehrer on the neurological roots of gambling:

http://fora.tv/2010/01/05/Jonah_Lehrer_How_We_Decide#Jonah_Lehrer_The_Neurological_Roots_of_Gambling

Wednesday, December 15, 2010

Wednesday, December 8, 2010

Knowing About Other Investors' Mistakes Won't Make You Rich

Professor Meir Statman believes indexing is the best bet for investors because costs associated with active management are likely to eat up any excess returns.

http://www.morningstar.com/cover/videoCenter.aspx?id=360335

Alternatives: When, Why, and Which Ones?

Alternatives: When, Why, and Which Ones?

Sunday, October 24, 2010

Friday, October 8, 2010

George Soros: China's role

"The prevailing exchange rate system is lopsided. China has essentially pegged its currency to the dollar while most other currencies fluctuate more or less freely. China has a two-tier system in which the capital account is strictly controlled; most other currencies don’t distinguish between current and capital accounts. This makes the Chinese currency chronically undervalued and assures China of a persistent large trade surplus."
"The imbalances in the US are the mirror image of China. China is threatened by inflation, the US by deflation. At nearly 70 per cent of GDP, consumption in the US is too high. The US needs fiscal stimulus enhancing competitiveness rather than quantitative easing that puts upward pressure on all currencies other than the renminbi.
The US also needs the renminbi to rise in order to reduce the trade deficit and alleviate the burden of accumulated debt. China, in turn, could accept a higher renminbi and a lower overall growth rate as long as the share of consumption is rising and the improvement in living standards continues."
"Whether it realises it or not, China has emerged as a leader of the world. If it fails to live up to the responsibilities of leadership, the global currency system is liable to break down and take the global economy with it. Either way, the Chinese trade surplus is bound to shrink but it would be much better for China if that happened as a result of rising living standards rather than a global economic decline.
The chances of a positive outcome are not good, yet we must strive for it because in the absence of international cooperation the world is heading for a period of great turbulence and disruptions."

http://video.ft.com/v/628298092001/George-Soros-warns-of-trade-wars-and-double-dip

Tuesday, September 28, 2010

ETFs at the center of a fundamental change

ETFs are at the center of a "fundamental change" that is turning passive products into the centerpiece of active management strategies according to Matt Hougan. ETFs are fast replacing individual stocks as the preferred tools for strategic and tactical asset allocation aimed at generating alpha, Hougan said.

http://www.morningstar.com/cover/videocenter.aspx?id=352434&sr=wt0110

Sunday, July 4, 2010

Labour force data show that confidence is still lacking

Labour force data give the number of people in work or looking for employment, making it an important measure of confidence in the economy. US labour force data released showed that businesses created a modest 83,000 jobs in June. The government’s monthly jobs report disappointed economists and confirmed that the labour market had lost momentum since April, when private payrolls grew by 241,000.


http://video.ft.com/v/107198969001/Jul-US-jobs-report

Friday, May 28, 2010

Euro outlook

Pierre Gave, GaveKal's head of research, discusses what the euro's weakness and the eurozone crisis mean for Asia, the effect on the timing of a renminbi revaluation and whether Asian central banks and institutions are diversifying away from euro-denominated assets.

http://video.ft.com/v/86211053001/May-18-Pierre-Gave-on-what-euro-weakness-means-for-Asia

Wednesday, April 28, 2010

Facing the music...

Lloyd Blankfein acknowledges Goldman Sachs role in the financial crisis and explains how Wall Street and Main Street can recover together...

http://money.cnn.com/video/news/2010/04/27/n_goldman_sachs_lloyd_blankfein_recovery.cnnmoney/