Saturday 29 September 2012

Nassim Nicholas Taleb (Black Swan) video

Below is a classic video from Taleb.  It's over 10 years old, broadcast before the black swan book.  He talks about his first book "fooled by randomness", which in my opinion is better than the black swan.  Amazing insight and very relevant to today's markets.



A recommended watch.

Friday 14 September 2012

Ray Dalio video, Bridgewater Associates

This is well worth a watch, for a excellent analysis of the fundamentals.


Such clarity of thought, from one of the most successful hedge fund managers around.