Mind Over Market

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...

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.

"You can't understand the United States at all unless you understand what's going in Europe," Greenspan stated in an interview on CNBC's Squawk Box October 7, 2011. "I think we have been through a remarkably elaborate program to try to find out whether the single currencies work," he said. Like others, Greenspan thought it would work in the beginning because the markets bought into the idea it would work. This could be seen in the pricing of the currencies in countries like Greece, Italy, Spain and Portugal as they moved toward currency union. As the date of currency union approached in each country, the spread in interest rates of local currencies above the German bund would narrow dramatically from a level of a hundreds of basis points. "I said and thought the markets are assuming that the Greeks and the Italians and the Spaniards and Portuguese are going to behave like Germans, and that's what [the markets] were telling us," ...

This video clip from CNBC's early morning Squawk Box show features James Chanos, President of Kynikos Associates and Bill Ackman of Pershing Square Capital Management LP. The two were interviewed April 27, 2010. Quote from Chanos: “Until we find out what happened (with AIG and Lehman), we’re not going to be able to reform the system."