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Macroeconomics  |  September 26, 2012 13:04:52

How to build an investment portfolio of the best manager in the world who fears the onset of a new Hitler?

It is not so often that Ray Dali, one of the richest hedge managers, providing long interviews to the media. The exception was a recent appearance on CNBC. Dalia now very concerned about the prolonged weakness in the U.S. and world economy and its impact on society. He advises investors as a period of economic uncertainty, prepare their portfolio.

Social stress may induce voters to pass power into the hands of the tyrant-like, as was Adolf Hitler. When growing animosity between the rich and the poor (or left and right) and the views were radicalized, it's an ideal environment for the onset of dictatorship.Hitler came to power in 1933 - in the deepest depression, when tensions grew between segments of society.

From the conversation we have chosen several other Daliových insights on current topics:


"For China, means any growth below 6% in fact a recession accompanied by financial problems. Fact that China is seen 6% growth as a catastrophe as we (USA) at 2% growth Jahaz, reflects the difference in competitiveness," says Dalia.

QE3 and the U.S. dollar

QE3, according to Dalia justifiable. It is mainly to reduce interest rates and stimulate private sector growth. Dalia is expected that in the short term, the dollar will weaken. World demand for the dollar is still high (European banks lend it, need it for emerging markets), but may soon fall and the dollar will depreciate.

Recession in the U.S.

Probability truly significant decline is low, but if the U.S. economy into a deeper recession still failed, it would be very difficult for her to get back on their feet. Dalí's fear that American politicians find a balance between monetary and fiscal policy. "We need to carefully consider the trade-off between savings and stimulating," he says. They fear in particular zostřených conflicts between rich and poor.It will depend mainly on the people, whether they will be able to unite and find common solutions.

What should an investor have in the portfolio for each stock and weather as Dalia goes according to the European debt crisis can be found on the web Investment

Read also:

  1. Exclusive Interview with Director of Central European stock exchanges: We have something to offer, agree
  2. Anders Lumholtz (Danske Bank): Euro has room to strengthen, the value at the end of the year associated with the U.S. fiscal cliff is in the stars
  3. Peter Garnry (Saxo Bank): We rely on stocks of small predators. They are also in Central Europe, Prague but we do not care
  4. Mai Doan (Bank of America): Czech Republic as a relatively calm harbor, stable crown and fall Nečas government as a positive for the economy


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