The Black Swan Report » russian forum 2010 http://www.blackswanreport.com/blog Keeping Tabs on Nassim Taleb and the Highly Improbable. Mon, 06 Feb 2012 20:57:26 +0000 en hourly 1 http://wordpress.org/?v=3.3.1 The Russian Forum Debate: Marc Faber, Hugh Hendry, Nassim Taleb http://www.blackswanreport.com/blog/2010/02/the-russian-forum-debate-marc-faber-hugh-hendry-nassim-taleb/ http://www.blackswanreport.com/blog/2010/02/the-russian-forum-debate-marc-faber-hugh-hendry-nassim-taleb/#comments Wed, 10 Feb 2010 20:19:18 +0000 admin http://www.blackswanreport.com/blog/?p=284 Aha! Made it to YouTube.
Nassim Taleb (Synopsis): Go no-risk with a small percent and high-risk with the rest. For the speculative component, short the S&P and be long in precious metals; bet on hyperinflation with OTM calls on gold and puts on bonds; short USTs as long as Bernanke and Summers are in office; trade on the breakup of Europe. Russia is stable.
Link to full video, Taleb is the 3rd speaker. From The Russia Forum 2010: http://2010.therussiaforum.com/news/session-video3/

Click the arrow on the left to play the video on the page. Click the YouTube logo to watch it at YouTube
Taleb Audio Only

 

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