Price Signals

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Showing posts with label Time. Show all posts
Showing posts with label Time. Show all posts

Friday, March 2, 2012

Sean Carroll: Distant time and the hint of a multiverse

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Labels: Sean Carroll, Time, Video

BBC Documentary on Time

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Blog Archive

  • ▼  2012 (1238)
    • ▼  December (106)
      • Kyle Bass: 5 Reasons Why The Japanese Bond Market ...
      • Felix Baumgartner's incredible space jump
      • Stein: Static Rates Would Be `Highly Unusual'
      • Streible: Silver is #1 Commodity Pick of 2013
      • Morganlander: Global Growth Dead in the Water
      • Barron's: Europe Stocks on Sale
      • Jason Trennert's 'Nifty Fifty'
      • James Montier at the European Investing Summit
      • Michael Mauboussin on luck vs. skill
      • Howard Marks on Value Investing,
      • Jim Grant: Honey, I Shrunk the Yield Curve!!
      • Jim Rickards: Fed is Racing to Create Inflation
      • Ryan Morris: 28-Year-Old Activist Investor
      • Howard Davidowitz on Holiday Sales, Economy
      • Leon Cooperman on CNBC
      • Kyle Bass speech at AmeriCatalyst
      • 50 minutes of Marc Faber. Better than porn??
      • Mebane Faber: US Equities Not That Interesting
      • JCPenney Stock 'a Disaster'
      • Nate Silver on US Gun Control Laws, Statistics
      • Saxo Bank's `10 Outrageous Predictions' for 2013
      • Gary Shilling on Treasuries, U.S. Economy, Budget
      • Whalen: Banks Are Becoming Dividend Plays
      • Jack Schwager interview with Opalesque
      • Bill Ackman tears into Herbalife
      • Ray Dalio at the DealBook conference
      • Top Tech Picks For 2013
      • Alexandra Lebenthal on Muni Bonds
      • JPMorgan's 2013 Equity Outlook
      • A Sweet Spot For Indian Rupee in 2013
      • Jason Trennert on CNBC
      • Minerd: Only Policy That Matters Is Monetary Policy
      • Fisher on Fed's 'Hotel California' Fiscal Policy
      • John McAfee: 'I Will Not Be Charged With This'
      • Fed's Fisher: 'There's a Lot of Verbiage Here'
      • Dick Bove's 2013 Bank Plays
      • Mauldin on U.S. Economy, Fiscal Policy
      • Roubini Says Fed Inflation Targeting Out the Window
      • Barry Ritholtz: Fiscal Accord Possible in Jan
      • Scott Minerd: Fed Policy Will Drive Stocks Higher
      • Eurasia's Bremmer on Abe Win, Bank of Japan Outlook
      • David Tepper: Fed Betting 6% Unemployment Inflatio...
      • David Tepper: Not Much Downside in Markets
      • David Tepper: 'Pretty Good Economy, Right Now'
      • 1500!
      • Michael Mauboussin on Consuelo Mack WealthTrack
      • Goldman Analyst: Fixed-Income Not a Bubble
      • AQR's Asness on Investment Strategy
      • Morningstar: Fund Favorites and Follies Over 20 Years
      • Interview with Erwin Brunner (BrunnerInvest)
      • Interview with Jean-Marie Eveillard
      • Mohnish Pabrai and Guy Spier interview
      • Alan "Ace" Greenberg on Bloomberg
      • John Bailey (Spruce) on Investment Strategy
      • Andrew Redleaf (Whitebox) Sees Opportunities in Eq...
      • Bruce Greenwald Interview
      • Kevin Phillips Discusses Money, Debt & Trade in th...
      • Irving Kahn: A "Super Ager"
      • Chris Whalen on the Fiscal Cliff
      • More on Special Dividends
      • Hans Humes on Greece's bond buyback program.
      • Kevin Gaynor is Bullish on China for Next 6 Months
      • Mark Travis (Intrepid Capital) on small caps he likes
      • Carson Block: Olam's Debt Offering a Victory for M...
      • Steen Jakobsen (Saxo): Cautious On 2013
      • Ashok Amritraj on the International Film Market
      • Fortune Magazine's Best Stocks for 2013
      • Pimco's Kashkari Betting On This 'Cliff' Stock
      • Lakshman Achuthan: US has been in recession since ...
      • Jan Hatzius: Goldman's 2013 Outlook
      • Mexico Is Taking Off
      • Todd Buchholz (Tiger): Market `Complacent' on Fisc...
      • Examining the Russian Real Estate Market
      • Egypt Seen as `Fantastic' Investment Opportunity
      • Knighthead Capital's Wagner on Distressed Opportun...
      • GoldenTree Co-Founder Wagner on Investment Strategy
      • Pine Capital's Kuhn on Fiscal Cliff, Strategy
      • Michael Woodford (Olympus) on his book, HP
      • Bruce Richards (Marathon Asset): Fiscal Deal Close
      • Neil Chriss (Hutchin Hill) on Bloomberg
      • FX Concepts' Taylor Likes Dollar, `Hates' Euro
      • CLSA Analyst Michael Mayo on Citigroup Job Cuts
      • Nassim Taleb interview on PBS
      • Chanos: Short Sellers Are Financial Detectives
      • Marc Lasry Keeping Cash to Trade on Fiscal Cliff
      • Geoff Oltmans: Hedge Funds to Outperform
      • Tom Hill (Blackstone): Hedge Fund Market to Hit $5...
      • Dwight Anderson (Ospraie) On Commodities
      • John Bader (Halcyon): Likes ING, Nervous on Europe...
      • Renee Haugerud (Galtere): Commodities Super Cycle ...
      • Bubbles Greenspan: There will be pain
      • Sam Zell on Archstone, US Outlook
      • Richard Clarida (Pimco): Fed Balance Sheet To Keep...
      • Wilbur Ross: Q1 Growth `In Jeopardy'
      • Aswath Damodaran discusses Facebook on CNBC
      • Bill Nygren interview with Morningstar
      • Bill Ackman: Everything You Need to Know About Fin...
      • Robert Kraft reflects on the Patriots rise and why...
      • Sovereign debt 401 with Lee C. Buchheit
      • Quantitative easing a time bomb: Stephen Roach
      • Break up the big banks: Dr. Doom
      • Carson Block looks inside China's "massive slowdown"
      • Tad Rivelle: Fed feeds credit market hangover
      • Marc Lasry on why the hedge funds abandoned Obama
      • Bond guru Dan Fuss doesn't see bond bubble
      • Hedge fund Omega sees disappointing corporate earn...
    • ►  November (127)
    • ►  October (18)
    • ►  September (103)
    • ►  July (94)
    • ►  June (131)
    • ►  May (133)
    • ►  April (127)
    • ►  March (84)
    • ►  February (156)
    • ►  January (159)
  • ►  2011 (283)
    • ►  December (86)
    • ►  November (52)
    • ►  October (44)
    • ►  September (27)
    • ►  August (11)
    • ►  July (6)
    • ►  June (15)
    • ►  May (8)
    • ►  April (9)
    • ►  March (20)
    • ►  February (4)
    • ►  January (1)
  • ►  2010 (8)
    • ►  November (3)
    • ►  October (1)
    • ►  August (1)
    • ►  April (1)
    • ►  February (2)

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About Me

Ruminations
I'm an investment professional and have spent the bulk of my career in the investment management industry. I am a deep value investor, but I also move in and out of asset classes based on my macro outlook (typically 10-20 trades a year). I don't mind holding a big slug of cash even if it earns nothing in hopes of hitting that fat pitch (as I did in 2009). I've been watching our current economic train wreck with a mixture of fascination and dread. The pain is not over and the worst is still to come. Under a reckless Fed that has callously disregarded its duty to supervise the markets, we are slowly but surely heading towards a day of reckoning where we will see the global currency system realign, interest rates in the United States rise sharply, and our standard of living decline measurably.
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