Ian Bremmer on `G-Zero' World

Ian Bremmer, president of Eurasia Group and author of "Every Nation for Itself," talks about the "G-Zero" scenario, in which no country or group of countries has the leverage to dictate an international agenda.

John Mauldin: Only ECB Can Bail Out Spain

Pimco’s Crescenzi Says European Banks Still at Risk (Audio)

Tony Crescenzi, portfolio manager and strategist at Pacific Investment Management Co., says European Banks on the whole need to be "shored up with greater amounts of capital."

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Ed Yardeni: US housing market "has clearly hit bottom" (Audio)

Edward Yardeni of Yardeni Research says the U.S. housing market "has clearly hit bottom." Yardeni talks with Bloomberg's Ken Prewitt and Tom Keene on Bloomberg Radio's "Bloomberg Surveillance."

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David Rosenberg Recommends Commodities (Audio)

David Rosenberg of Gluskin Sheff says "hard assets are in a secular bull market."

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Ken Fisher Sees Two More Years for Bull Market (Audio)

Ken Fisher, chairman and chief executive officer of Fisher Investments, says "we are clearly in a bull market" that will last another two years

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Dan Fuss likes New Zealand (Audio)

Dan Fuss of Loomis Sayles says the "best" place to invest right now is New Zealand.

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Goodman Says Bond Market Likely to Get 'Tricky' (Audio)

Lawrence Goodman, president of the Center for Financial Stability, says when the Federal Reserve stops buying Treasuries, the bond market is "going to be somewhat more tricky."

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Lombard's Dumas Says Euro 'Always Has Been Bad Idea' (Audio)

Charles Dumas, chairman of Lombard Street Research Ltd., says the euro "has always been a bad idea" and the suggestion that we needed a European Union for political calm is "first order drivel."

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Evercore's Altman Says 2012 will Be Strong for Mergers (Audio)

Roger Altman, founder and chairman of Evercore Partners Inc., says 2012 will end up as a "strong year for all types of mergers" despite a weak beginning.

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Arnab Das: Markets Will Be Euro 'Divorce Judge' (Audio)

Arnab Das, head of global markets research at Roubini Global Economics, says the financial markets will be the ultimate arbiter of the question of the breakup of the euro, and the European Central Bank is acting as the "marriage counselor."

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Stephen Roach: U.S. Economy 'Out of Emergency Room' (Audio)

Stephen Roach, a professor at Yale University and former non-executive chairman for Morgan Stanley Asia, says the U.S. economy is "out of the emergency room" and Federal Reserve "rates should start to rise on a regular basis."

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Simon Johnson Discusses Book, 'White House Burning' (Audio)

Simon Johnson, a professor at MIT's Sloan School of Management and a Bloomberg View columnist, discusses his book, "White House Burning," the role of government, and how to pay for it.

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Dennis Gartman Is 'Net Neutral' on Stocks (Audio)

Dennis Gartman says he is "net neutral" on the stock market. Gartman talks with Bloomberg's Ken Prewitt and Tom Keene on Bloomberg Radio's "Bloomberg Surveillance."

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Margie Patel: Few Alternatives to High Yield (Audio)

Margie Patel, a money manager at Wells Fargo  in Boston, who oversees about $1B, says "high yield is still the only game in town for fixed income investors." Patel has a very good track record as the manager of the Pioneer High Yield fund.
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Bill Gross: Greek CDS will be triggered (Audio)

Bill Gross of PIMCO says Greek credit default swaps will be triggered and markets are pricing-in a second default. Gross talks with Bloomberg's Ken Prewitt and Tom Keene on Bloomberg Radio's "Bloomberg Surveillance."
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David Malpass is ‘Pretty Optimistic’ About Economy (Audio)

David Malpass of Encima Global sees a "v-shaped recovery in 2012" for the US economy.
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John Mauldin: US Deficit Is a ‘Cancer’ (Audio)

John Mauldin says U.S. lawmakers are coming to the realization that the budget deficit is "a true crisis."
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David Herro is buying Japanese equities

David Herro, CIO at Chicago-based Harris and manager of the value-oriented Oakmark International fund, says he is "overweight" Japanese stocks because of valuations and improving quality. [Disclaimer: we own the hedged Japanese Equity ETF, DXJ]
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David Kotok: Greek Crisis May Create `Tiers' of Debt