Category Archives: Whales

What exactly does Warren Buffett own? – ReutersTV

Posted on February 14, 2013 by

With the news that Warren Buffett’s Berkshire Hathaway, along with 3G Capital, is buying H.J. Heinz Co., here’s a look at the Oracle of Omaha’s extensive portfolio. (February 14, 2013) – Reuters TV (click here if video is not observable)

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Thanksgiving Lecture: Daniel Kahneman

Posted on November 21, 2012 by

This is a great lecture presented by Google Talks.  Grab a turkey sandwich and  have a listen.  It may help in understanding your biases and destructive tendencies in trading. Daniel Kahneman, recipient of the Nobel Prize in Economic Sciences for … Continue reading →

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Ray Dalio on the Global Economy – Foreign Affairs

Posted on November 18, 2012 by

How did we miss this?  The interview with Foreign Affairs took place in September. Good stuff.  Ray Dalio is one smart dude. Here is what jumped out at us, The age of big returns is over.  Of asset classes, in … Continue reading →

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Charlie Rose: Joe Stiglitiz, Housing’s Not Coming Back

Posted on November 5, 2012 by

Professor Stiglitz’ Nobel credentials really shine with his current understanding of the U.S. economy in this interview with Charlie, which took place last month.  They discuss many issues,  including LIBOR,  derivatives,  European banks,  too big to fail, the fiscal cliff, … Continue reading →

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Hugh Hendry and David Einhorn at the Buttonwood Gathering

Posted on October 26, 2012 by

Spend some time over the weekend listening to Hugh Hendry and David Einhorn, who were participating in the Economist’s Buttonwood Gathering this week. Nice to hear from some non-cheerleaders.   Smart and provocative. Hendry is very bearish on the creditor nations … Continue reading →

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Julian Robertson on CNBC

Posted on October 24, 2012 by

Maria interviews the “Great One.”    Money quotes, “I think our economy and some of the things overseas are having a big effect on investors,” Robertson said. “I think right now a lot of very good investors have become so frightened … Continue reading →

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CNBC Interviews Jim Grant

Posted on March 29, 2012 by

In case you missed this fascinating interview with Jim Grant. He plans to open the “Office of Unintended Consequences” when he is appointed Fed Chairman. The money quote, “All of us investors live and work in kind of a hall … Continue reading →

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Niall Ferguson and Peter Thiel At Harvard

Posted on March 24, 2012 by

Two of our favorite thinkers, Niall Ferguson and Peter Thiel, discuss many of the most important issues of the day.    Good stuff! A conversation with: Peter Thiel, founding CEO of PayPal; Member, Board of Directors, Facebook; entrepreneur; and venture capitalist … Continue reading →

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Hugh Hendry’s ‘Greatest Hits’

Posted on March 24, 2012 by

Now for some weekend entertainment. Hugh Hendry is one of our favorite hedge fund managers and OSD — one smart dude.  Watch how H-squared gives facials to the academics in the video, especially Jeffrey Sachs.  Stiglitz was soooo wrong on … Continue reading →

Posted in Black Swan Watch, PIIGS, Policy, Politics, Whales | Tagged , , , | 2 Comments

Charlie Rose: Arminio Fraga In the Greenroom

Posted on March 20, 2012 by

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 →

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