The Cyber advisor takes an in-depth look at the G20 Meeting, and looks back at the mega-merger between Dell computer and Perot Systems. Plus - a look at Carry Trade, one of the primary drivers of the bull market in the US (and possibly, its recent downfall.
Episode Segments:
This Week's Mega-Merger Our review of the week begins with a look back at the mega-merger between Dell computer and Perot Systems. Michael Dell discusses what the new organization will look like, and the changes he sees in his business model. Then we hear from Julian Roberts one of the founders of the Hedge Fund Industry. Hes generally pretty bullish on the markets, but we listen in to an interview he gave on CNBC, as he discusses what is ahead for investors.
Inside the G20 We begin our in-depth look at the G20 Meeting. It began yesterday in Pittsburgh and beings together the leaders of the worlds largest economies to discuss the current crisis. So far theres lots of discussion of bankers compensation, especially by the Europeans, but very little discussion about the real issues of protectionism, bank capital requirements and financial leverage. Hopefully when they get behind closed doors the important issues will be discussed.
Carry Trade We take another look at the Carry Trade with UBS Analyst Thio Chin Loo. The carry trade is a way that large institutions borrow money in one currency, and invest it in another. This little known strategy was one of the primary drivers of the bull market in the US. F Finally Vincent Reinhart, from the American Enterprise Institute, gives us an in depth look at the latest policy statement of the Federal Reserve. Theres a lot more here than we first thought.