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DEEP THOUGHTS FROM HUGH HENDRY, NASSIM TALEB AND GURUS

5 February 2010 by TPC 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:

Rating: 8.7/10 (7 votes cast)

8 Comments »

Hmmmm... said:

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

Oh dear….

Rating: 0.0/5 (0 votes cast)

Hmmmm... Reply:
February 5th, 2010 at 1:46 PM

Oh, sorry, there’s a button marked ENG on the video player..click it and you get the English language! Doh.

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TPC Reply:
February 5th, 2010 at 2:49 PM

Sorry, should have mentioned that.

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# 5 February 2010 at 1:44 PM

Gorgonzola said:

Clicked ENG – it’s still coming up Russian.

Would love to hear this…

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TPC Reply:
February 5th, 2010 at 5:54 PM

Works on this end. Try a different browser perhaps???

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# 5 February 2010 at 5:34 PM

commonsense said:

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

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Duncan Reply:
February 6th, 2010 at 10:39 PM

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.