HatTip to Dave Lull.
[youtube=http://www.youtube.com/watch?v=hT77byy5tWQ]
[youtube=http://www.youtube.com/watch?v=euucVyjc9Kw]
[youtube=http://www.youtube.com/watch?v=PKvhkHPY5IQ]
[youtube=http://www.youtube.com/watch?v=AOsVMiLa06s]
[youtube=http://www.youtube.com/watch?v=iaE2Rf1j38c]
ai5000 interviews Nassim Taleb
This is a link to the streaming video (which wasn’t playing very well the day I discovered it. Just added the YouTube links). So I made an audio recording of it. You’ll hear a few skips and pops and the last few seconds of the video wouldn’t play, but it’s interesting to hear NNT share a few more specifics of his (then, Feb 2010) investment strategy.
Nassim Taleb Feb. 2010 Issues for CIOs Now.mp3
What I call cash, I’ve changed my definition of cash, my cash is what I call the numerator. It’s not just cash because I’m afraid of inflation. So I have some inflation-linked securities, what I call repository of value. I have a collection of currencies and metals. So it’s a combination of inflation-linked currencies and metals, but very short term… treasury bills, from governments… is what I call cash.