A video from the recent Russian Forum. It's an hour+ but I suggest you watch it all.
http://2010.therussiaforum.com/news/session-video3/
Numerous topics are covered including, coal, energy, Russia, China, US Treasuries, Emerging versus Developed economies. Includes Hugh Hendry, one of my favorite money managers.
ht Zerohedge
Showing posts with label agriculture. Show all posts
Showing posts with label agriculture. Show all posts
Monday, February 8, 2010
Friday, October 16, 2009
Hugh Hendry on Chinese Yuan, gold, stocks, potash, and agriculture
It's a busy Hugh Hendry day. Here's some video interviews from this morning.
Hugh Hendry on Chinese Yuan (CNBC, 2009 October 16) - China doesn't and or can't free the yuan from the dollar and how this creates stress on Europe and Japan. Lower dollar values are improving China's trade position.
Hugh Hendry on Agriculture and Potash (CNBC, 2009 October 16)
Hugh Hendry on Gold and Stocks (CNBC, 2009 October 16) -- Hugh states stocks and gold are very crowded trades.
Some very different perspectives.
Hugh Hendry on Chinese Yuan (CNBC, 2009 October 16) - China doesn't and or can't free the yuan from the dollar and how this creates stress on Europe and Japan. Lower dollar values are improving China's trade position.
Hugh Hendry on Agriculture and Potash (CNBC, 2009 October 16)
Hugh Hendry on Gold and Stocks (CNBC, 2009 October 16) -- Hugh states stocks and gold are very crowded trades.
Some very different perspectives.
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