Accenture’s Downes, Altegris’s Rivkin Assess Disruptors (Podcast – April 11, 2014)

Apr 11, 2014

Larry Downes, co-author of “Big Bang Disruption: Strategy in the Age of Devestating Innovation,” and research fellow at the Accenture Institute for High Performance, weighs in on developing trends in the world of media, technology, the internet, and commerce broadly to identify which embody game-changing “big bang disruption” and which do not. Downes speaks with Bloomberg’s Kathleen Hays, and guest host Jack Rivkin, chief investment officer at Altegris Advisors LLC and a member of the board of directors of Idealabo, on April 10 on Bloomberg Radio’s “The Hays Advantage”.

Listen to podcast here: http://media.bloomberg.com/bb/avfile/Economics/On_Economy/ve9LOITvSObM.mp3

Altegris CIO Rivkin Discusses Stocks, HFT, Fed (Podcast April 10, 2014)

Apr 10, 2014

Jack Rivkin, chief investment officer at Altegris Advisors, discusses the direction of the stock market, Federal Reserve policy, and the complexities of high frequency trading. Rivkin speaks with Bloomberg’s Kathleen Hays on Bloomberg Radio’s “The Hays Advantage”.

Listen to podcast here: http://media.bloomberg.com/bb/avfile/Economics/On_Economy/v3fW4XPODeWA.mp3

Action Economics’s Englund: Fed Dug Itself in a Hole (Podcast – April 10, 2014)

Apr 10, 2014

Mike Englund, chief economist at Action Economics, says the Federal Reserve is trying so hard to be transparent, e.g., by providing a list of economic indicators it’s watching to decide when to move interest rates, that it may have dug itself into a hole where markets expect a move on policy when one may not be forthcoming. He also says the drop in jobless claims last week to the lowest level since 2007 is a legitimate sign of labor market improvement. Englund speaks with Bloomberg’s Kathleen Hays, and guest host Jack Rivkin, chief investment officer at Altegris Advisors LLC, on Bloomberg Radio’s “The Hays Advantage”.

Listen to podcast here: http://media.bloomberg.com/bb/avfile/Economics/On_Economy/v_l8eQ8bAtOI.mp3

Altegris’s Rivkin Discusses 2014 Fed, Investment Views (Podcast)

Summary: Dec. 18 (Bloomberg) — Jack Rivkin, chief investment officer at Altegris, says he’s concerned retail investors may be inclined to start buying stocks in 2014 just when stocks are set to plateau or post only very small gains. He says volatility may increase, especially as the Federal Reserve starts to taper its bond purchases, which is another obstacle investors will have to navigate. Rivkin speaks with Bloomberg’s Kathleen Hays and Vonnie Quinn on Bloomberg Radio’s “The Hays Advantage.” (Source: Bloomberg)

Listen to the podcast here – http://www.digitalpodcast.com/items/24717879

Altegris CIO Rivkin Discusses MSFT, GOOG, AMZN (Podcast)

Summary: Jan. 31 (Bloomberg) — Jack Rivkin, chief investment officer at Altegris Advisors, discusses reports that the board of Microsoft Corp. is getting ready to name Satya Nadella, executive vice president of Cloud and Enterprise, to replace Steve Ballmer as chief executive officer. He says it will help the software giant shift its focus from consumer to enterprise products and services. He also discusses recent earnings reports and new developments at Amazon and Google. Rivkin speaks with Bloomberg’s Kathleen Hays and Vonnie Quinn on Bloomberg Radio’s “The Hays Advantage.” (Source: Bloomberg) 

Listen to podcast here – http://www.digitalpodcast.com/items/26278078

The Economy, The Markets, Obama’s Climate Change speech and Idealab: A Podcast

I recently did a broadcast on the Hays Advantage reviewing the turmoil in the marketplace, tying it back to our outlook of last November. We also spent some time on Obama’s speech and introduction of some new regs on Climate Change. I pointed out that we need to do something as we are falling behind technologically what is happening in Germany, Japan and, to some extent, in China. I wrote about what Germany is doing a couple of years ago.  I think we would all agree that regulations have a place, but it is not the best way to deal with this issue. At some point we need to have an explicit Carbon price which allows for economic decisions within a broad framework of rules.

Kathleen Hays had visited Idealab two weeks before and we had a chance to talk about innovation and the process there as well. You might find the 20 minute podcast interesting.

The Latest Jobs Report. Lots of Negativity Which I Don’t Buy

I recently joined Patrick O’Keefe, director of economic research at JH Cohn LLP to discuss the April 2012 jobs report. Listen to my talk with Bloomberg’s Kathleen Hays and Vonnie Quinn on “The Hays Advantage” on Bloomberg Radio on May 4, 2012.

Download the podcast