From Lew Spellman's excellent blog.
Wednesday, May 2, 2012
Tuesday, May 1, 2012
Jim Chanos Says Chinese Banks `Built on Quicksand'
Jim Chanos, founder of Kynikos Associates Ltd., talks about the importance of short selling to markets, his investment strategy, and the outlook for China's economy and banking industry. He speaks with Stephanie Ruhle at the Milken Institute 2012 Global Conference in Los Angeles.
Paul Krugman: Fed Should Let Inflation Rise Above 2%
Paul Krugman, a Nobel-Prize winning Princeton University economist, talks about the Federal Reserve's policies and the U.S. economy.
Alan Greenspan: Housing Market Moving Nowhere
Bubbles Greenspan, perhaps the worst Fed Chairman in history, talks about about the outlook for U.S. housing, the bond market and global central bank monetary policy. His opinions are usually excellent contrarian indicators.
Myron Scholes: Fed Completely Distorts Markets
Myron Scholes, Nobel laureate and a professor at Stanford University’s Graduate School of Business, discusses Federal Reserve policy and the outlook for financial markets. Scholes speaks with Stephanie Ruhle at the Milken Institute 2012 Global Conference in Los Angeles.
CalSTRS CIO on Euro Zone Recession
Maria Bartiromo speaks to Chris Ailman, CalSTRS CIO, regarding the impact of the euro zone crisis on the global economy and where his company is investing.
What's Next for Carl Icahn?
David Faber speaks to activist investor Carl Icahn regarding how much cash he has available to invest and whether Chesapeake Energy is undervalued.
Eike Batista on Foreign Capital
Maria Bartiromo speaks to Eike Batista, EBX Group chairman and CEO, regarding Repsol's oil supply to Argentina and Brazil's commitment to business.
Investing in Latin America
Discussing the scope of development, growth and value in Brazil, with William Landers, BlackRock. Stacy Rasgon, Bernstein, also explains his positive expectations for Qualcomm.
Ruchir Sharma: EM expectations are inflated
Ruchir Sharma, author of Breakout Nations: In Pursuit of the Next Economic Miracles, told CNBC, "Because of the trend of the last decade where every single emerging market did well, this myth got propagated that all these countries are bound to converge with the developed world, this was because of a flood of easy money across the world."
James Dyson on Engineering 'Green Products'
James Dyson, Dyson inventor and chief engineer, talks about the new DC41 vacuum.
Ted Virtue: Smartest Guy in the Room at Milken
Mid Ocean CEO Ted Virtue talks to Bloomberg’s Stephanie Ruhle about the private equity outlook for 2012 at the Milken Institute 2012 Global Conference in Los Angeles.
George Lucas on Outlook of Movie Industry
George Lucas talks about the impact of digital technology on filmaking and the outlook for the movie industry with Bloomberg Television special correspondent Willow Bay at the Milken Institute 2012 Global Conference in Los Angeles.
Steve Forbes Says Fed Policy Weakens U.S. Dollar
Steve Forbes, chairman and chief executive officer of Forbes Inc., talks about the outlook for the 2012 presidential election, the federal budget, and Federal Reserve policy. Forbes speaks with Willow Bay from the Milken Institute 2012 Global Conference in Los Angeles.
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