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
When I go to the link above, I can see a video, but no marc faber, nassim taleb… Only some russians guys I’ve never heard of…
Sorry I should make that clearer and will do.
Thanks.
I went to that link again, and now that’s OK. I guess there was a problem with the Russian Forum website.