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DEEP THOUGHTS FROM HUGH HENDRY, NASSIM TALEB AND GURUS

5 February 2010 by Cullen Roche 8 Comments

Great video here from the Russian Forum this past week.  Comments include how to invest $100,000 from Nassim Taleb, Hugh Hendry and several other market gurus.  Thanks to reader JT for the video:

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Comments
  • Hmmmm...

    Is it just me…you can’t hear what the pundits are saying, only a Russian translation?

    Oh dear….

    02/05/2010 at 1:44 PM
  • Gorgonzola

    Clicked ENG – it’s still coming up Russian.

    Would love to hear this…

    02/05/2010 at 5:34 PM
  • commonsense

    So, what is the Hugh Hendry’s trade?
    Any idea?

    02/06/2010 at 6:06 PM
    • Duncan

      I’ve spoken to Hugh a few times and I get his investor letter. I can’t say for sure but I think the trade he is referring to is either CDS on Japanese Steel Exporters or CDS on Hungarian Sovereign Debt.
      Both of those positions exist in the Eclectica portfolio.

      02/06/2010 at 10:39 PM