Shared by JohnH

There’s no embed code for this video so go to the site to watch. Here’s a synopsis of what NNT states (he’s the 3rd speaker in this video)
Nassim Taleb: 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.
But you should see the clip, there’s more to it than that. Some funny stuff. Would like to see his statement transcribed and then a discussion on it… If I have time.

Session Video Recording. Investments: Where is the Money in 2010 – What are the Risks?

February 5, 2010