CNBC Asia Television

Below are two links to the 2-part interview I did on CNBC Asia on Tuesday, September 8th.

http://www.cnbc.com/id/15840232?video=1246685199&play=1

http://www.cnbc.com/id/15840232?video=1246684995&play=1

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2 Responses to “CNBC Asia Television”


  1. 1 bryan September 10, 2009 at 3:02 pm

    this is funny

    Here is a cheat sheet on how to react to market data releases in a 1932 or hyperinflation type equity market rally: Keep on printing those dollars Ben.

    Weak data = Fed ease, stocks rally

    Consensus data = lower volatility, stocks rally

    Strong data = economy strengthening, stocks rally

    Bank loses $4bln = bad news out of the way, stocks rally

    Oil spikes = great for energy companies, stocks rally

    Oil drops = great for the consumer, stocks rally

    Dollar plunges = great for multinationals, stocks rally

    Dollar spikes = lowers inflation, stocks rally

    Inflation spikes = will inflate all assets, stocks rally

    Inflation drops = improves earnings quality, stocks rally


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