Feb. 4 (Bloomberg) -- Dawn Bennett, who oversees $1 billion as chief executive officer of Bennett Group Financial Services, talks with Bloomberg's Rhonda Schaffler in New York about the U.S. economy, fiscal and monetary policy, the U.S. credit market and her equity and commodity investment strategy. President George W. Bush sent Congress a $3.1 trillion federal budget today that trims Medicare and health care programs, boosts military spending and projects the deficit this year and next will hit near-record levels. (Source: Bloomberg)

00:00 Impact of Bush's budget on economy, strategy
02:05 Outlook for U.S. stocks: banks, homebuilders
03:42 Budget, Fed policy: consumer debt, spending
06:32 U.S. stocks, volatility; investment strategy
10:59 Fed policy; inflation; global equity strategy
13:48 Commodity prices: oil, gold; treasury markets
19:05 U.S. credit market; 2008 presidential race

Running time 21:47

Last Updated: February 4, 2008 14:01 EST