Finance Trends Letter

Tiger Mgmt. founder, Julian Robertson chats with Bloomberg TV about the changing landscape of the hedge fund industry, the impact of the SEC's case against SAC Capital and Steve Cohen, and his thoughts on Apple and Google.  Last week, I tweeted a link back to our post, " Insights from Hedge Fund Legend, Julian Robertson " for his thoughts on the hedge fund industry and the changes that size and increased competition have brought. This latest Bloomberg interview is a worthwhile update to this discussion. Here are the clips (part one: JR on hedge funds , part two: Julian on Apple, Google ) and a few quotes below.  Julian Robertson on the Steve Cohen case and info flow to hedge funds: "I think hedge funds are generally extremely careful that they adhere to rules [concerning inside info]." Doesn't think it will impact the industry much. Tiger cub Nehal Chopra of Tiger Ratan Capital agrees. On Steve Jobs and Apple : "I read the book on Steve Jobs an...

While looking through some archived interviews at Financial Sense, I found this 2004 interview on hedge fund legend, Julian Robertson with author Daniel Strachman .  Although Strachman's book on Julian Robertson was not terribly well received (see reader reviews), this interview does offer some worthwhile anecdotes and insights on one of the hedge fund industry's great investors. Let me share a few with you here. 1 . Hedge funds began as an alternative investment vehicle for high-net worth individuals. Later, they came to fill the void of liquidity in the marketplace left by the trading operations of once-private firms such as Goldman Sachs, J. Aron, Lehman Bros., JP Morgan, etc.     2 . The strength of Tiger Management was in its highly focused research efforts (pre-web) and Robertson's willingness to follow his conviction on a trade or investment.  Julian was unmoved by price movements that went against his positions if he had conviction in a trade and ...

Tiger Management founder and hedge fund legend, Julian Robertson sits down for an interview with FT.com's "View from the Top". On tap for this discussion: Robertson's views on US debt and our reliance on foreign creditors (especially China), lessons from the tech bubble, risk control and avoiding "the big loss", the future of the hedge fund industry, and even his outlook on gold and gold mining shares. Speaking of the precious metal and its allure to savers and investors, Julian says, "I don't believe in gold". Despite being bullish on the outlook for gold mining shares, Robertson dismisses gold as a worthwhile inflation hedge. Interestingly, he comments that gold is a "psychological store of value" and that a psychiatrist would be better suited to understanding its appeal. I say interesting, because this is exactly the topic Dr. Phil Pearlman (trader and psychologist) took on in a recent episode of "Market Shrinkology" on...

Legendary hedge fund (Tiger Management) manager, Julian Robertson sits down with CNBC for an interview on the economy, the US' financial situation, and his views on investment opportunities . As most of you who regularly read this blog know, we rarely feature (or discuss) anything shown on CNBC , so if you notice a segment of their programming featured here, you can assume it is worth watching. That's certainly the case with discussions featuring Julian Robertson, whose past CNBC interviews can be found here . You can also find more on Robertson in our related articles and posts footer below. Hat tip to Paul Kedrosky for highlighting this clip. Related articles and posts : 1. Seasoned investors search for value - Finance Trends. 2. Robertson shifts curve steepeners to curve caps - Marketfolly . 3. Profile on Julian Robertson - Marketfolly . 4. Tiger's Julian Robertson roars again - Fortune.

Welcome to our new readers, many of whom are joining us this week via links from Investment Postcards and The Kirk Report . If you would like to view our most recent posts, please visit our home page . You can also browse through our "Favorite Posts" section to get a taste for our site, or try our custom search bar to find more articles and posts on your favorite topics. Thanks for visiting Finance Trends Matter . Enjoy the posts! As we mentioned yesterday in, "Are we too bearish?" , today's post focuses on areas of investment that are starting to look attractive to seasoned investors. Some of the well-regarded market veterans you'll hear from on this topic are: Julian Robertson , Jeremy Grantham , Jim Rogers , and John Paulson . Whether you're currently bullish or bearish on stocks and other asset markets, we think you'll find some interesting points of views expressed here. Let's jump right in... A Tiger's Eye View of the Marke...