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Thursday, July 18, 2013

John Paulson interview at Delivering Alpha Conference

Yesterday John Paulson sat down for his first ever television interview at the Delivering Alpha Conference. In the video he discusses his bet on gold (even though he points out how as a percentage of AUM gold is a relatively unimportant bet as gold is only 2% of AUM), how he is very bullish on housing/real estate and thinks that we are at the beginning of another 7 year up cycle, he mentions that he is long Realogy (RLGY) and owns about 9% of it, and he finishes up talking a bit about his risk arbitrage legacy and how he thinks the market can start to consolidate. Enjoy:

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