Category Archives: Interviews

Jeremy Grantham on Charlie Rose – Must View

This is a must view, folks. The first half of the interview, which aired yesterday, is dominated by a discussion of the natural resource constraints the world will be facing in the next decade. The real macro gems begin at … Continue reading

Posted in Interviews, Video | Tagged , , , | 3 Comments

Tech More Than An “Alternative Virtual Universe” – P. Thiel

Peter Thiel, one of favorite billionaire, venture capitalist, and hedge fund managers, really nails the future and raison d’etre  of technology, in our opinion.  Recall his famous line,  “We wanted flying cars, instead we got 140 characters.”    Amen to that! … Continue reading

Posted in Interviews, Technology, Uncategorized, Video | Tagged , , , , | Leave a comment

Charlie’s Greenroom with The Full Mario Monti

See the personal side of Italy’s Prime Minister, Mario Monti. Click here for the 2 minute Q&A interview.  (click here if picture is not observable)

Posted in Interviews | Tagged , , | Leave a comment

Charlie Rose: Jeff Bezos, The Ultimate Disrupter

Great interview with Amazon’s Jeff Bezos. He was recently named Fortune’s 2012 Businessperson of the Year.   Listen and you’ll begin to understand why the market gives Amazon’s stock such a high multiple. Bezos, a computer science and electrical engineer graduate … Continue reading

Posted in Interviews, Technology | Tagged , | Leave a comment

Charlie Rose: Michael Saylor, The Mobile Wave

Excellent interview with Michael Saylor on the coming wave of new technologies.  He is the author of the new book, The Mobile Wave: How Mobile Intelligence Will Change Everything. Big disruptions and creative destruction on the way.  Never heard the term … Continue reading

Posted in Apple, Interviews | Tagged , , | Leave a comment

Charlie Rose: Niall Ferguson in the Greenroom

We weren’t aware of the fact that Nial Ferguson did his Ph.D. in history on the German hyperinflation of the 1920′s.   This is why he is one of our favorite historians. Good stuff.  Take the six minutes and have a … Continue reading

Posted in Interviews, Video | Tagged , | Leave a comment

Charlie Rose: Erskine Bowles and Alan Simpson

Excellent discussion on the U.S. fiscal crisis with Erskine Bowles and Alan Simpson.  They were co-chairs of the National Commission on Fiscal Responsibility and Reform, commissioned by President Obama in 2010 to identify “…policies to improve the fiscal situation in the … Continue reading

Posted in Black Swan Watch, Bonds, Budget Deficit, Economics, Interviews, Politics, Sovereign Risk, State and Local Government | Tagged , , , | 1 Comment

Charlie Rose: Arminio Fraga In the Greenroom

Great short piece – 3:37 minutes — with our friend and former colleague, Arminio Fraga.   He discusses his first job; gives career advice; his career low and high points;  current work;  favorite books; and the greatest challenge facing Brazil.    … Continue reading

Posted in BRICs, Interviews, Whales | Tagged , , | Leave a comment

Nassim Taleb: The Next Black Swan

In case you missed Nassim Taleb’s interview on CNBC this morning. He endorsed Ron Paul and is a bit cryptic in his four points, one of which,  that a sovereign debt crisis is coming to the United States.   Rather than … Continue reading

Posted in Black Swan Watch, Interviews, Policy, Politics, Sovereign Debt, Sovereign Risk | Tagged , , | 2 Comments

Charlie Rose: Christine Lagarde

Good interview with the IMF’s Christine Lagarde.  They discuss a wide range of topics, including the Greece debt swap, the two Super Marios of Europe, the “new Italian Renaissance,” and the future of the International Monetary Fund.  Well worth your … Continue reading

Posted in Black Swan Watch, Interviews, Sovereign Debt, Sovereign Risk | Tagged , , | Leave a comment