This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Monday, November 3, 2014
Julian Robertson on Bloomberg TV Part 3
Julian Robertson continues his segment on Bloomberg TV talking about the Bank of Japan's monetary policy and how he thinks that will impact global currency.
Julian Robertson on Bloomberg TV Part 2
Julian Robertson continued his recent interview on Bloomberg TV talking about the state of the hedge fund business:
Julian Robertson on Bloomberg Part 1
Julian Robertson was on Bloomberg recently talking about his belief that currency was a good area to be investing right now. He then touched on the large bond bubble that was brought on by the interest rate policies.
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