Category Archives: Video

CNBC Interviews Bridgewater’s Ray Dalio

Posted on March 3, 2011 by macromon

In case you missed it,  be sure to catch a rare television appearance with hedge fund legend,  Ray Dalio, who manages $89 BN,  more than 3x Yemen’s 2010 GDP.     Bridgewater has been trashed recently in several articles Click here … Continue reading →

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Joseph Nye on Charlie Rose

Posted on March 1, 2011 by macromon

Excellent Charlie Rose interview with Joseph Nye, who talks about his new book, The Future of Power,  covering subjects such as the global power shift, technological change and the diffusion of power away from centralized governments,  China,  Egypt, and much … Continue reading →

Posted in Egypt, Geopolitical, Policy, Politics, Video | Tagged , | Leave a comment

The Russia Forum 2011 – Faber and Taleb

Posted on February 9, 2011 by macromon

Is Russia the Best or Worst in BRIC? The discount to which Russia trades when compared to Brazil, China, and India begs the question of whether Russia is in fact a fast growing emerging economy. Whilst the consumer and financial … Continue reading →

Posted in BRICs, Video | Tagged , , , | 1 Comment

Motorola’s Superbowl Smackdown of Apple

Posted on February 7, 2011 by macromon

Did the Motorola Xoom commercial look a little familiar?  We like competition and trying to limit it may be Apple’s Achilles’ heel. For those too old or too young to recall,  here is Apple’s 1984 Superbowl commercial introducing the Mac, … Continue reading →

Posted in Apple, General Interest, Video | Tagged , , | 1 Comment

Au revoir, Hosni?

Posted on February 4, 2011 by macromon

The crude and gold market are certainly trading as if Mubarak will be out before the weekend is over.  We heard an oil trader say that if democracy breaks out in Egypt, i.e., Mubarak is forced out, it would be … Continue reading →

Posted in Crude Oil, Egypt, Geopolitical, Video | Tagged , , | Leave a comment

A Major Factor Driving Political Instability

Posted on January 28, 2011 by macromon

Things fall apart; the centre cannot hold;  Mere anarchy is loosed upon the world – W.B.  Yeats Here’s a report from India’s NDTV on the “hyperinflation” in food prices in some countries, which already is and could further destabilize regimes … Continue reading →

Posted in Black Swan Watch, Commodities, Currency, Economics, Food Prices, Video | Tagged , , | 3 Comments

The Next Shock: Are We Better Prepared?

Posted on January 27, 2011 by macromon

Here’s an interesting video from Davos.  Fareed Zakaria moderates a panel discussion on the next potential macro shock.  The panel includes JP Morgan’s CEO,  Jamie Dimon.  Go to 15 min 55 seconds into video and listen to Dimon’s brilliant response … Continue reading →

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PBS: How Severe Is Europe’s Intertwined Debt Crisis?

Posted on January 24, 2011 by macromon

The PBS NewsHour ran this piece tonight titled, How Severe Is Europe’s Intertwined Debt Crisis? Note how Iceland is rising as the model debtor and listen carefully for the “politics of bailouts,” “Germany does not have pockets deep enough to … Continue reading →

Posted in Currency, Euro, PIIGS, Sovereign Debt, Sovereign Risk, Video | Tagged , , , , | Leave a comment

Paul Tudor Jones of Sports Betting

Posted on January 16, 2011 by macromon

A nice piece about Billy Walters on 60 Minutes.  He doesn’t have much love for Wall Street.  Check it out….

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Larry Summers on structual change in U.S. labor market

Posted on January 16, 2011 by macromon

In one of his first interviews since leaving the White House,  Larry Summers talks about the structural changes taking place in the U.S. labor market on today’s GPS with Fareed Zakaria.  He mentions the IT take-off and the new jobs … Continue reading →

Posted in Apple, Employment, Equities, Video | Tagged , , , , | Leave a comment