Every year, hedge fund legend Julian Robertson makes a stop by CNBC - usually its with Erin B., but since she has left the network, this year it was with Maria B. Julian gives his economic thoughts - essentially bearish on the macro but bullish on the micro, and some of his stock picks (not that much different than names he has been bullish on in the past).
8 minute video - email readers will need to come to site to view
For those interested here are links to his visits the past 4 years:
- [Oct 30, 2007: Julian Robertson Calling for Doozy of a Recession] <----Nice call
- [Oct 13, 2008: Julian Robertson Buying Some of Our Names - But Bearish on Economy] <--- Nice call
- [Sep 24, 2009: US May Face 'Armageddon' if China, Japan Don't Buy Debt] <--- No worries man
- [Nov 4, 2010: Heads Up, Julian Robertson on CNBC]