Wat denkt 's werelds meest gehate hedgefundbaas?

He says the biggest macro risks out there are:

• Greece
• ECB voluntary debt rollover
• German Plan bond exchange (technical default)

He's got some short positions "in banks exposed to these issues, also trading CDS. [He] was in this trade in early 2010 before it was in the headlines."

His positions:

• he's short Euro bank stocks, and has made some money there, except in US Bank and Lloyds, where he's lost money on the long side. 
• he thinks stocks are cheap 
• housing won't recover for another 18-24 months
• He believes Anglogold is going to bounce back big time, but he's losing money in gold mining stocks for now.