Mind Over Market

Dennis Gartman of The Gartman Letter talks about how to  trade Europe amid Greek tensions on CNBC, June 25, 2015. He thinks that the euro would be better off without Greece in it and would prefer to see a Grexit than to see Greece stay in the monetary union.

Melissa Lee of CNBC inveterviews Marc Faber February 21, 2013 Rough transcript highlights of interview: stocks having their biggest two-day decline. should investors be prepared for a correction or even worse? joining us now on the fast line is marc faber. marc, good to have you with us. you're going to be pretty doomy and gloomy tonight, i'm guessing, but in terms of a pull-back, you've said in the past, a 1987-like correction. is that what -- is this the beginning of that? i don't think that's yet there. but i think we have made the top and it could be a longer term top. i don't think the market is overbought as it was in '87, so, i don't expect a crash. but i think, for the time being, the market has peaked out. and i think that in the meantime, bonds, which are extremely oversold, could rebound. so, let me get this straight, marc, just to be clear for the viewers out there. you don't necessarily think at this point in time, thi...

Sam Zell, chairman of Equity Group Investments, on CNBC's Squawk Box October 2, 2012 First Segment Sam Zell, October 2, 2012 Second Segment Sam Zell October 2, 2012 Third Segment Transcript: First Segment: for the next two hours we are joined by one of the top real estate investors in the world. we are lucky enough to have sam zell, the chairman and co-founder of equity group investments here on set. thank you for coming in today. my pleasure, it's fun. nobody knows real estate like you do. we've been watching a lot of different things play out in this space. you were talking with joe off camera about qe3 and what you think about the fed's latest move. how does that shake things up in the real estate world? what does it mean for investing on the commercial and residential side? the best answer i'd give you is that we were beginning to see the excess flow of capital, we're seeing too much capital chas...

CNBC's Steve Liesman interviews Chicago Federal Reserve President Charlie Evans October 1, 2012 Rough Transcript: let's get to our newsmaker of the morning. steve liesman joins us from chicago with a very exclusive interview. steve? yes, thanks very much. i'm here in chicago with the chicago federal reserve president charlie evans. nice to be here. a year ago you laid out this idea of pegging policy to unemployment, and to inflation, given what the federal reserve just did, do you feel vindicated and the follow-up to that is do you feel satisfied, is it enough? well, last year i was here and i was talking a lot about our dual mandate responsibilities and i mentioned that with the unemployment rate at that time at 9% that was unacceptably high and we need to focus more on our dual mandate responsibilities. i feel good that our most recent statement and policy is focusing on strongly on the labor market, we're looking for substantial improvement i...

Marc Faber is interviewed on CNBC at 5:30 am on September 14, 2012

Sandy Weill, in an interview on Squawk Box on CNBC July 25, said that Glass-Steagall should be re-instated and that commercial banking and investment banking should be separated. Investment banks should not be allowed to have deposits, they would not be insured, and would be allowed to fail. As the man who put together the mega-merger of Citigroup and Travelers that paved the way for the repeal of Glass-Steagall, this is a stunning turn-around in his views. His concern derives partly from the negative view of banking held by the public. But, he also feels that Dodd-Frank is crippling the ability of investment banks to be the innovators and leaders they have traditionally been and wants the United States to remain the leader in world finance.

Becket Adams writes at The Blaze June 29: Leaders of the 17-nation eurozone announced on Friday a plan to rescue their failing banks with cash normally reserved for fledgling governments. When the “recapitalization” (i.e. bailout) plan was unveiled, markets responded very, very well. However, despite the positive market reaction, at least one veteran businessman thinks the deal is a big mistake. In fact, he thinks it’s only making things worse. According to Quantum Fund co-founder, free market advocate, author, and regular lecturer of finance at the Columbia University Graduate School of Business Jim Rogers, the EU’s decision to recapitalize its banks won’t do anything to fight off the oncoming “financial Armageddon.” “Just because now you have a way to get [EU governments] to borrow even more money, this is not solving the problem, this is making the problem worse,” Rogers said during an interview on CNBC on Friday. Read mor...

Larry Kudlow interviews Gary Shilling on CNBC's Kudlow and Company May 15, 2012 Kudlow: Let's switch to an entirely different discussion. I know there is a lot of optimism about stocks and jobs and the economy. Our next guest, however, is going to rain on this parade. Joining me is my great friend Gary Shilling, President of A. Gary Shilling & Company and author of The Age of Deleveraging . You still are in the recession camp? Shilling: Let me say before I answer it, the reason the money supply is going up is because people are switching their funds into forms that count as M2 and out of other forms and they are doing it for safety -- they want FDIC insurance. We've studied that in detail. Kudlow: So it's deflationary Shilling: It's deflationary, it's not inflationary. It's safety. It's...

CNBC names Virginia the best state for business. CNBC reporter Scott Cohn explains why.

Pimco founder and co-chief investment officer Bill Gross told CNBC that the unfunded debt burden of the United States puts it in a worse position than Greece. By his calculation, the U.S. is on the hook for $100 trillion. "To think that we can reduce that within the space of a year or two is not a realistic assumption," Gross told CNBC. "That's much more than Greece, that's much more than almost any other developed country. We've got a problem and we have to get after it quickly."

Jim Rogers, ceo of Rogers Holding, says that when the next crisis comes around, the United States will be in far worse shape than in 2008, according to an interview on CNBC with Maria Bartiromo. Rogers says that we need to cut the budget drastically. Rogers calls Fed Chairman Ben Bernanke a "disaster," who has gotten nothing right since he came to Washington. "He doesn't understand finance. He doesn't understand currency. He doesn't understand the economy," Rogers says of Bernanke. Bernanke only knows about printing money as a way to address problems, so he will revert to QE3, further weakening America's debt position, according to Rogers. He predicts the dollar is going to crash while the Chinese yuan will become a safe currency. If gold and silver correct, Rogers recommends buying more. Rogers is shorting technology stocks.

Part One: Part Two: CNBC Squawk Box hosts Joe Kernen, Becky Quick and Carl Quintanilla interviewed Alan Greenspan June 3 from the Department of Labor in Washington, D.C., where they had traveled to broadcast the show remotely. In his comments, Greenspan says that one of the missing parts of the economic recovery is the construction sector, missing partly because of the weak housing sector. According to research by his firm, Greenspan said, If the production of longer-lived assets had recovered as it has in the past, unemployment would be at 6 percent. Greenspan also supports raising income tax rates to the Clinton era levels, if necessary, for a budget agreement that reduces the deficit and debt outlook. Greenspan also does not believe that there will be a crisis after August 2, as Secretary Timothy Geithner has suggested, if the debt ceiling is not raised. Treasury is high likely to continue paying interest on the nation's debt service. The problem is that ...

Simon Maughn, co-head of European equities at MF Global, speaking on CNBC's European Squawk Box show June 1, says investors should prepare themselves for a third round of quantitative easing. He says that decline in the equity values suggest this market does not anticipate the advent of QE3. "It's all about the monetary injection trade," he says of the sell-off of equities in advance of QE2. "The equities are calling up a post-QE2 trade." While the equities markets do not know if we are going to have Q3, the bond markets are clearly expecting a QE3, he said. On the Greek crisis, Maughn says, "Most informed opinion will tell you that a Greek default is inevitable."

CNBC's Kayla Tausche on the frustrating hunt for higher yields and risks some investors are willing to take to get it.

Mary Thompson of CNBC interviews Wells Fargo CEO John Stumpf, who discusses lending policies to small business.

News anchor Erin Burnett's throw-away line that the Fed had purchased 80% of new Treasuries goes unchallenged in this discussion on January 8. I'm not sure on what basis that claim is made. Can anyone explain? The Fed's target for Treasury purchases was $200 billion. Treasury issues are far, far higher than that.