Beyond the Sound Bite: An Interview with David Rosenberg
Musing on the Markets

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Beyond The Sound Bite

Consume the FeedMy Beyond The Sound Bite audio interviews are now available via Podcast on InvestorsInsight.com.  Consume the feed here.

Have You Seen This?

Have You Seen This?

"Hope always seems to spring eternal in liquidity-driven financial markets. That is very much the case today in the aftermath of the biggest liquidity injection in modern history." So wrote Stephen Roach, Chairman, Morgan Stanley Asia in today's FT. And liquidity is where my interview with David Rosenberg, Chief Economist and Strategist with Gluskin Sheff & Associates (formerly chief north american economist with Merrill Lynch) begins. We go on to discuss the state of the global consumer and new frugality, the continuing process of deleveraging, the probabilities of top line growth, and asset valuations, among other timely topics.

The length of the interview is 14 minutes 55 seconds.

Vinny Catalano, CFA, Global Investment Strategist with Blue Marble Research publishes the "Sectors and Styles Strategy Report" newsletter, which contains the market beating Model Growth Portfolio. To learn about subscribing as well as other benefits,  click here.

 





Posted 10-07-2009 10:39 AM by Vinny Catalano, CFA