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[Most Recent Quotes from www.kitco.com]

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Jeremy Siegel: Did he get it wrong?

Prieur du Plessis (October 14th, 2009) Writes:

Jeremy Siegel is professor of finance of the Wharton School at the University of Pennsyilvania. But he is perhaps best known for his 1994 book Stocks for the Long Run, in which he explained why he believes buying and holding stocks is the best approach to investing.

In Part 1 of an interview with John Authers, investment editor of the Financial Times, Siegel is asked whether he got it wrong against the backdrop of last year’s market crash.

Click here or on the image below to view the video.

jeremy-1

In Part 2, Siegel explains why the ageing populations in developed countries mean investors need to put money into emerging markets, or risk losing out.

Click here or on the image below to view the video.

...

Face to face with Bruce Greenwald

Prieur du Plessis (October 13th, 2009) Writes:

In this interesting two-part interview John Authers, investment editor of the Financial Times, discusses a number of pertinent economic and investment issues with Bruce Greenwald of Columbia Business School and First Eagle Funds.

Part 1:

Click here or on the image below to view the video.

bruce-greenwald-1

Part 2:

Click here or on the image below to view the video.

bruce-greenwald-2

Source: John Authers, Financial Times, October 9, 2009.

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Video-o-rama: Stabilization benefits risky assets

Prieur du Plessis (August 8th, 2009) Writes:

Stock markets recorded another strong week as further signs of economic stabilization emerged. The S&P 500 Index worked its way back to above the 1,000 level on Friday, and more upside lies ahead said Abby Joseph Cohen, Goldman Sachs’ market strategist, as she expected the Index to reach the 1,100 mark by year end.

This week’s batch of video clips not only covers the outlook for stock markets, but also discussions about the economy’s transition from recession to recovery and other topical issues. Appearing on camera are Jeffry Sachs, Robert Shiller, Larry Summers, Lakshman Achuthan, Joseph Stiglitz, David Rosenberg and David Hickey.

The selection starts off with two academics - Jeffrey Sachs and Robert Shiller - and concludes with a discussion about the “man-cession” - older white male workers being among the hardest hit by job losses.

Fora.tv: Jeffrey Sachs - global effects of crisis “Jeffrey Sachs, Director

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Video-o-rama: Fresh wave of risk aversion

Prieur du Plessis (July 10th, 2009) Writes:

The first few days of the week have been characterized by a fresh wave of risk aversion as uncertainty over the global economic outlook took its toll on stock markets and investors favored safe-haven assets such as government bonds, the US dollar and Japanese yen. However, yesterday brought some relief for risky assets - now in corrective mode - and it remains to be seen whether the S&P 500 Index will close down for a fourth consecutive week as the US earnings season gets on the way.

The usual debate on the outlook for the economy and financial markets dominated the video channels over the past few days, but interesting snippets on the IMF’s improved forecast for the global economy, the viability of the Public-Private Investment Program (PPIP), the US dollar’s role as reserve currency, the prospects for the earnings-reporting season and President Obama’s visit to Russia were also

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ABC, Allen Sinai, Allen Sinia, America, Andrew Freris, Art Cashin, Bank, Barack Obama, Bianco Research;, bloomberg, BNP Paribas Wealth Management, Boone Pickens, BP Capital, Bryan Marsal;, ceo, Chairman, chairman and chief investment officer, Charlie Rose, chief economist, Chris Giles;, Cnbc, Cumblerland Advisors, Daniel Garrahan, David Kotok, David Rosenberg, Deputy Treasury Secretary, Dow 30, Dylan Ratigan, Federal Reserve System, Financial Times, foreign oil, Gbp, head of floor, head of floor operations, International Monetary Fund, invesment strategist, investment editor, investment postcards, Italy, Jeff Saut;, Jeffrey Saut, Jim Bianco;, Jim DeMint, John Authers, Lehman Brothers, Lehman Brothers Holdings, Market Commentary, Martha Raddatz, Martin Soong, Merrill Lynch, Michael Mandelbaum, Oil Speculation, Oliver Blanchard, Olivier Blanchard;, Peter Cook;, Peter Peterson;, president, Professor, Professor and Director, Raymond James, Roger Altman, Ron Paul, Russia, Russia, Sam Stovall, Senate, Sinai;, Sp 500, The Financial Times, the Johns Hopkins University;, The Macro Trader, UBS, United Kingdom, United States, Wilbur Ross;, WL Ross & Co, Yahoo

Video-o-rama: Roller-coaster ride into the long weekend

Prieur du Plessis (July 4th, 2009) Writes:

The holiday-shortened week saw investors pondering the depth of the economic rabbit-hole. As investors vacillated, most financial markets were characterized by a roller-coaster ride. Friday’s worse-than-expected jobs data left no doubt that the economy was in recession.

The highlights of the week’s discussions were captured on video and are included in this video-o-rama compilation. Strutting their stuff was a star-studded cast including the likes of George Soros, Hugh Hendry, Dan Greenhaus, Paul Krugman, Bill Gross, Nassim Taleb, Jeff Immelt, Stephen Roach, Bob Prechter and Marc Faber.

As an aside, the weather in Europe - where I am spending two weeks with my family in Slovenia and Switzerland - has been characterized of late by endless thunderstorms. Strikingly, the economic mood is no less despondent than that of the holiday-makers trying to escape the ominous dark clouds. But wait, is that a forecast for better days ahead?

Elsewhere, the jail

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Tim Bond on China and the Fed’s “punch bowl”

Prieur du Plessis (June 24th, 2009) Writes:

Tim Bond, head of asset allocation at Barclays Capital, discusses in the video clips below the outlook for Chinese growth, as well as government bond yields and when the Federal Reserve Board will start raising rates. FT’s investment editor John Authers conducts the two-part interview that also covers a number of other topical issues.

Part 1: Will Chinese domestic growth be the saviour of the global economy?

Click here or on the image below to view the interview.

tim-bond-240609-pica

Part 2: Are bond yields normalising? When will the Fed start raising rates?

Click here or on the image below to view the interview.

tim-bond-240609

Source: John Authers, Financial Times, June 22 and

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