Category Archives: Whales

HBR: The Real Leadership Lessons of Steve Jobs

Posted on March 20, 2012 by

Walter Isaacson follows up his biography of Steve Jobs with an “insanely great” piece in the April HBR.   He drills down on the factors that helped to catapult the legendary entrepreneur into an elite league of American business leaders, including … Continue reading →

Posted in Apple, Technology, Whales | Tagged , , , | 1 Comment

Fareed Zakaria: Interview with George Soros

Posted on February 26, 2012 by

Here is Fareed’s interview with George Soros from a couple weeks ago that we’ve been meaning to post and thought you’d find interesting.   We suspect the 15 minutes you spend watching it will return a nice dividend.   Enjoy. (click here … Continue reading →

Posted in Black Swan Watch, Economics, Hedge Funds, Whales | Tagged , , | 3 Comments

Fareed Zakaria’s GPS: Krugman and Rogoff

Posted on January 17, 2012 by

Great exchange between Krugman and Rogoff on Fareed’s GPS yesterday.   Here’s the money rumble: FAREED ZAKARIA:  Paul, you had a column and a really striking graph, where you point out that if you’d asked yourself what has the market told … Continue reading →

Posted in Black Swan Watch, Economics, Fiscal Policy, Monetary Policy, Whales | Tagged , , , | 3 Comments

Are the Markets Driving European Politics?

Posted on December 29, 2011 by

Der Spiegel poses the question to former Deutsche Bank CEO Hilmar Kopper in an interesting interview. SPIEGEL: The markets are driving politics, leaving no doubt as to who is really in charge. Kopper: I think that’s nonsense. Why does the … Continue reading →

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

CNBC Interview: Julian Robertson, Hedge Fund Legend

Posted on December 18, 2011 by

“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 →

Posted in Whales | Tagged , | Leave a comment

60 Minutes: Christine Lagarde

Posted on November 21, 2011 by

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 →

Posted in Economics, Euro, General Interest, Policy, Whales | Tagged , , | Leave a comment

Fareed: Niall Ferguson and Jeff Sachs Square Off on OWS

Posted on November 1, 2011 by

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

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 →

Posted in Black Swan Watch, Economics, Politics, Whales | Tagged , , | 1 Comment

Ray Dalio on Charlie Rose

Posted on October 23, 2011 by

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 →

Posted in Budget Deficit, Video, Whales | Tagged , , | Leave a comment

Jeremy Grantham: ‘No market for young men’

Posted on September 21, 2011 by

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 →

Posted in Black Swan Watch, Whales | Tagged , | 2 Comments