I am experiencing Internet problems and have difficulty accessing my data sources. This week’s video compilation is therefore posted without the usual introductory paragraphs. But I’m sure the interesting clips will speak for themselves.

Wall St Cheat Sheet: AIG - writing stories about people who play “it” safe “Evidently, AIG is a company that plays ‘it’ safe (whatever the hell that means) and knows how to manage risk better than anyone else in the known universe. Don’t believe me? Take their word for it. We let corporations falsely advertise all the time, and here is a perfect example of the cost.”

Source: Damien Hoffman, Wall St Cheat Sheet, July 15, 2009.

Bloomberg: Shiller, Roubini discuss “anemic” economic recovery “Nouriel Roubini, professor at New York University’s Stern School of Business, and Robert Shiller, chief economist and co-founder

Despite rising Treasury Note yields, US stock markets yesterday closed at their highest level for 2009. Also, commodities were driven higher by reports indicating that the recession is abating, but the US dollar retreated on concerns of the huge issuance of government bonds.

Elsewhere, Chrysler completed its deal with Fiat, the US Treasury Department announced that ten banks would repay TARP funds, and the Obama administration is dropping its plan to cap salaries at firms receiving bailout funds and has backed away from a large-scale reduction in the number of agencies overseeing financial markets.

Coverage of these events on camera this week included discussions with John Hussman, Chris Whalen, Peter Peterson, Paul Krugman, Mohamed El-Erian, Laszlo Birinyi, Jim Rogers, Jim Grant and Francisco Blanch.

The selection kicks off with the highly regarded John Hussman sharing his wisdom and concludes with an interesting snippet on Africa as an investment destination.

While the stock market indices are floundering with multi-year lows, “nationalization” was the key word spooking investor sentiment during the past few days.

Also on the video front, “hot-under-the-collar” discussions, featuring James Galbraith, Sheila Bair, Marc Gaber, Nouriel Roubini, Nassim Taleb and Richard Bove, took place on whether or not to nationalize large US banks.

David Reilly (Bloomberg) added the following perspective: “The nationalization debate is a smoke screen. We’ve already nationalized the big banks. Let’s just accept it and move on”. From across the pond, David Fuller said: “Politically … this is a case of [even more] damned if you do [than] damned if you don’t.”

In lighter vein, this week’s compilation