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October 15, 2008

Ex Post Media Alert: CNBC The Call

Should have mentioned it sooner, but I was on CNBC The Call today from 11am to noon EST. This is a weekly thing for me, so I regularly forget to mention it.

The gist: We talked economics/layoffs (I argued we will have a problem reallocating people); politics (I argued the market is busy and doesn't care about Obama (or McCain (or Raelians)); and third quarter earnings (I argued it's a head fake, with the real consumer pullback hitting so late in the quarter that there is a danger we miss the severity).

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