Tiger’s Robertson “Europe In State Of Financial Collapse”

Tuesday, September 13, 2011
By Paul Martin

by Tyler Durden
ZeroHedge.com
09/13/2011

n a moment of clarity, Tiger’s Julian Robertson educates the money-honey on just how bad things are. Robertson started by trumpeting how bad macro is everywhere, moved on to Europe being in a ‘state of financial collapse’, likes shorting weak European currencies (Hungarian Forint) and warns of the possibility of a rapid rise in interest rates in the US. He is positive on NOK, thinks Canada is a ‘very well run country’, is a buyer of US large cap tech (citing GOOG and AAPL specifically), and sees Visa/Mastercard growing at 20%+ per year for some time.

The full interview is embedded below, and while some is group-think, he is very clear on where he sees risk and return potential in the world.

The Rest…HERE

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