Category Archives: Whales

CNBC Interview: Julian Robertson, Hedge Fund Legend

Posted on December 18, 2011 by macromon

“I am breathing hard and scared…” In case you missed it,  we’re posting Julian Robertson’s  interview with CNBC’s Squawk Box from last week.   Click below to hear Mr. Robertson opine on the various topics.  A must watch. Where markets are … Continue reading →

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60 Minutes: Christine Lagarde

Posted on November 21, 2011 by macromon

Christine Largarde’s interview with 60 minutes last night was very impressive.  She is a doer and contradicts the stereotypical “meet and discuss” (over nice lunches) do nothing Eurocrat. Not mentioned was that as an exchange student in the U.S. she … Continue reading →

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Fareed: Niall Ferguson and Jeff Sachs Square Off on OWS

Posted on November 1, 2011 by macromon

Nice rumble between Sachs and Ferguson.  Well worth your time. (click here if video is not observable)

Posted in Black Swan Watch, Economics, Employment, Geopolitical, Policy, Politics, Video, Whales | Tagged , , , | 2 Comments

Ray Dalio’s Must Read FT Opinion Piece

Posted on October 24, 2011 by macromon

After last week’s  excellent interview with Charlie Rose,  Ray Dalio of Bridgewater,  the world’s largest hedge fund, follows up with a great piece in today’s Financial Times, “Risk on the rise as political leaders give in to mob rule.” He … Continue reading →

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Ray Dalio on Charlie Rose

Posted on October 23, 2011 by macromon

A must see interview for anyone interested in global macro with Ray Dalio of Bridgewater Associates, the world’s largest hedge fund.   His key points: There are three big themes driving the global economy: 1)  deleveraging; 2)  monetary and fiscal policymakers … Continue reading →

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Jeremy Grantham: ‘No market for young men’

Posted on September 21, 2011 by macromon

Be sure to catch Johnathan Burton’s piece on MarketWatch.  Here’s the upshot: “This is no market for young men,” Grantham said. “At least us old men remember what a real bear market is like, and the young men haven’t got … Continue reading →

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The Weekend Video: Milton Freidman Classic

Posted on March 4, 2011 by macromon
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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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Soros: Regime Change in Iran, Bond Crisis is U.S.

Posted on February 20, 2011 by macromon

Fareed Zakaria discusses current events with George Soros on today’s GPS.   Click here for the entire interview.   It’s well worth your time. Money Quotes: Comparison 1989 fall of the Berlin Wall and Middle East Uprisings SOROS: It is very similar. … Continue reading →

Posted in Fiscal Policy, Geopolitical, Sovereign Debt, Sovereign Risk, Uncategorized, Whales | Tagged , , , | Leave a comment

Jerermy Grantham – Presidential Cycle and Career Risk

Posted on January 26, 2011 by macromon

Jeremy Grantham, who we really respect, weighs in on the Presidential Stock Cycle and career of risk of straying too far from the crowd and how it contributes to asset bubbles.  From his latest letter, So, where are we now? … Continue reading →

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