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All of these interviews occurred prior to my creating Trend Capital Management, LLC, so I was properly introduced as a member of my previous firm. All of the opinions expressed were mine and should not be considered my prior firm's positions or opinions.
4/10/2009 - NOT the Time to Invest - My bad intermediate-term market call... My economic call is spot on, but I underestimated the Marshallian K effect on the market of the monetary stimulus (QE's 1 & 2) created by the Fed beginning in the fall of 2008, not to mention the inflow of capital from overseas. My comments below for the 9/18/2008 interview apply here also.
9/18/2008 - Gold - This interview happened prior to QE. Summer, 2011 Update: I no longer believe the US will experience "stagflation." Instead, because of demographics and the crashing of money multipliers and velocity, I believe we experience a traditional deflationary recession in which all things become cheaper except currency, including gold and silver. Inflation will still become a problem when the next expansion begins unless the Fed contracts M0, something they will fear doing because it might quell the nascent recovery.
9/3/2008 - We Pay the World Pays? - Why Meds in the US Cost So Much. And, no, I do not specialize in the pharmaceutical industry. That was a miscommunication to Stuart Varney by someone else at FBN. Note my reaction when he introduces me as such.
9/30/2012 - Lewis at Large Radio interview with Warner Lewis on Lawrence, KS radio KLWN 1320 AM. This interview focuses upon the US economy, especially the effect of the changing value of the US$ upon the economy. This includes how US government actions (deficit spending, Fed moves, etc.) have affected both investing and the economy in general. (About 30 minutes)
