MEGA TRADERS - OR HOW I LEARNT TO LOVE THE US GOVERNMENTWatch now (13 min) | I admire Soros and Buffett - but I used to think they had two totally different styles. Now I realise they are flip sides of the same coin
THE NEXT FOOD SPIKE?Jetzt ansehen (11 min) | Is it right to export food when you cannot feed your own people?
MEGA TRADE FOLLOW UP : FAILURE TO LAUNCHWatch now (11 min) | Even a space race does not make rocket business look like a mega trade
FOOD INFLATION UPDATEWatch now (12 min) | Commodity related inflationary impulse has lessened, but strangely GLD/TLT continues to trade well.
BONDS - DO SOME MATHWatch now (10 min) | BDSM - Bonds, do some math
RETHINKING JAPANWatch now (15 min) | Is Japan a vision of the future? Or an outlier? Or it really the centre of the financial universe? I am toying with the idea as…
ARE JAPANESE BANKS A BUY?Watch now (10 min) | If we are moving to a pro-labour world, then yes
SHORT SELLING SUCKS - SINO STOCKS SERIESWatch now (8 min) | Short selling is never easy
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Capital Flows and Asset Markets