More on Related Themes
2012-06-05 The Father of Efficient Markets: Is Warren Buffett Smart or Lucky? (Video) by Dan Richards (Article)
Eugene Fama is generally regarded the father of modern finance. His research has expanded upon the capital asset pricing model to identify the value and small-capitalization contributions to risk. Dan Richards spoke with him on May 1, the day before his guest talk at the CFA Institute annual meeting. This is the video of the interview.
2012-01-31 Barry Eichengreen on the End of the Dollar - Video by Dan Richards (Article)
Barry Eichengreen is a professor of economics and political science at the University of California, Berkeley and a former senior advisor to the International Monetary Fund. In this interview, he discusses the future of the dollar as the reserve currency and the role of the IMF in the Eurozone crisis. This is the video of the interview.
2012-01-17 A Nobel Laureate’s View on the US - A Debt Problem, but an Unemployment Crisis - Video by Dan Richards (Article)
Peter Diamond is a professor emeritus at MIT and the winner of the 2010 Nobel Prize in Economics for his work on unemployment and labor market policy. In this interview, he discusses the degree to which US unemployment is a structural problem and whether it can be reduced through fiscal stimulus. This is the video of the interview.
2011-07-26 Jeremy Siegel - Why I Changed My Mind about Index Funds (Video) by Dan Richards (Article)
Jeremy Siegel, the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania, discusses what caused him to reject capitalization-weighted market indexes and what he chose instead. This is a video of the interview.
2011-06-14 A Cautionary Tale from the World's Most Influential Economist - Video by Dan Richards (Article)
Raghuram Rajan was recently cited by The Economist as having the most important ideas for the post-crisis world. In this interview, he identifies key policy issues the Obama administration must confront. This is a video of the interview.
2011-06-07 Why Jim Rogers is Bullish on Gold (Video) by Dan Richards (Article)
The veteran investor Jim Rogers explains why he is bullish on gold and the US dollar, and offers his thoughts on Asian economies why he chose to move his family to Singapore. This is the video of the interview.
2011-02-22 John Campbell on the Proposed Squam Lake Reforms - Video by Dan Richards (Article)
In this interview, John Campbell, chairman of the economics department at Harvard, discusses his research into the underlying drivers of securities prices, and the key recommendations for reforming the financial system, based on his participation in the Squam Lake Group. This is a video of the interview.
2011-02-15 David Laibson on the Hidden Challenges of Aging Clients - Videos by Dan Richards (Article)
In this interview, Harvard economist David Laibson discusses his research into the challenges of helping elderly clients with their financial planning. He also discusses how to overcome the procrastination and laziness that often result in inferior investment decisions. This is a video of the interview.
2011-02-08 The Downside to Venture Investing - Video by Dan Richards (Article)
In this interview, Harvard Business School professor Josh Lerner discusses the dangers of venture capital investing and the basis behind Facebook's valuation. This is a video of the interview.
2011-02-01 Why Public Funding of Venture Capital Has Failed - Video by Dan Richards (Article)
Josh Lerner is a professor at the Harvard Business School, with a joint appointment in finance and entrepreneurial management. In this interview, he discusses his research on why public-funded venture capital sometimes succeeds but other times fails. This is a video of the interview.
2011-01-25 How Emotions Undermine Your Investing Decisions - Video by Dan Richards (Article)
In this interview, U.C. Davis professor Brad Barber discusses his latest research, which examines how investors' behavioral biases lead to costly mistakes. This is a video of the interview.
2010-10-05 Charles Brandes on Investing Lessons from Benjamin Graham – Video by Dan Richards (Article)
In this interview, Charles Brandes, the founder and Chairman of the Brandes Investment Management, discusses the lessons he learned from legendary value investor Benjamin Graham. Brandes also offers his forecast for equity market performance, as well as why he believes value stocks have an inherent, sustainable advantage over growth stocks. This is the video of the interview.
2010-08-31 David Blitzer on How Indices Work – Video by Dan Richards (Article)
Many investors read about the Dow Jones or S & P 500 index being up or down 200 points but don't really understand what this means. Today's interview with David Blitzer of S & P provides an explanation of how indexes work that can be shared with clients. This is a video of the interview.
2010-08-10 Zvi Bodie on Stocks and Annuities in Retirement (Video) by Dan Richards (Article)
In this interview, retirement expert Zvi Bodie discusses the role of stocks and annuities in a retirement portfolio, and how advisors and clients should think about risk. This is the video of the interview.
2010-08-03 Richard Koo: Lessons from Japan’s Decline (Video) by Dan Richards (Article)
Richard Koo is the Chief Economist of Nomura Research Institute, and has served as an advisor to the Japanese government. In this interview with Dan Richards, Koo explains why Japan's recovery was thwarted by inadequate stimulus spending. This is a video of the interview.
2010-07-27 Robert Shiller: A Cautious Outlook for Stocks (Video) by Dan Richards (Article)
Dan Richards recently spoke with Robert Shiller, the Yale economist who foresaw the financial crisis and created the Case-Shiller housing index. Shiller discusses the potential for a double-dip recession, valuations in the US equity market, and the outlook for a housing recovery. This is the video of the interview.
2010-07-20 Jeremy Siegel on Why Stocks are Undervalued (Video) by Dan Richards (Article)
The Wharton School's Jeremy Siegel remains an outspoken proponent of stocks for the long run, as he demonstrates in this interview with Dan Richards. Siegel explains why equity investors should not be deterred by sour economic forecasts or by signals of apparent overvaluation based on Shiller P/E ratios. This is the video of our interview.
2010-06-01 Equity Income Targets Utilities by Philip Sundell, CFA (Article)
Natural gas local distribution companies are appealing utility business models to conservative equity investors. They tend to have stable earnings and stronger balance sheets. Philip Sundell of American Century Investments discusses his overall outlook for utilities in this interview. We thank American Century for their sponsorship.
2010-05-04 Investors Face a New Health Care Landscape: An Interview with Michael Liss by American Century Investments (Article)
After a year of intense partisan combat and fiery debates on Capitol Hill, President Obama signed a massive, nearly $1 trillion health care bill on March 23 that reshapes an industry that accounts for one-sixth of the U.S. economy. No one at American Century Investments® has followed the health care reform bill more closely than Michael Liss, vice president and portfolio manager for American Century Value, the company's flagship value portfolio, and he offers his thoughts on legislation. We thank American Century Investments for their sponsorship.
2010-02-16 2010 Outlook: More Growth on the Horizon for Emerging Markets by Patricia Ribeiro (Article)
Patricia Ribeiro, Vice President and Portfolio Manager for the American Century® Emerging Markets Fund, believes the emerging markets asset class offers short- and long-term growth prospects and diversification benefits at attractive market valuations. In a recent interview, Ms. Ribeiro shared her views on the current state of emerging markets, what lies ahead in 2010, and how her investment team is selecting equities for the fund. We thank American Century for their sponsorship.
2009-06-16 Peter L. Bernstein Remembered by Robert Huebscher (Article)
The investment industry lost one of its leaders last week, when Peter L. Bernstein passed away at the age of 90. As an author, Bernstein provided clarity and insight to our understanding of risk and the way markets operate, through his books and his newsletter, Economics and Portfolio Strategy. We are republishing our interview with him last January, when he foresaw many of the elements of the current crisis.
