Tuesday, February 9, 2010

Further Reading on Black Swan Conjecture and Nassim Taleb

In dialogue with one of my readers, I discovered a website that he maintains containing an exceptional degree of information on Nassim Taleb and his black swan conjecture. This site is called The Black Swan Report; you can visit it at www.blackswanreport.com.

The site has articles, video clips, and Twitter updates from Taleb. Specifically, I encourage readers to check out the following on The Black Swan Report site:

-- The February 6 post, which contains a link to a video clip of Taleb at The Russia Forum 2010 this month, where he gives specifics on which trades he’d consider making for the current economic climate (shorting US Treasuries, out of the money put options betting on hyperinflation, shorting the S&P 500, etc). (Also, see my February 1 post for a discussion on a proposed black swan protection protocol investment approach, similar to what Taleb discusses in this video clip.)

-- The January 31 post, which contains a video clip of Taleb at The New Yorker Summit in May 2009. Still worth watching despite being nine months old.

-- The January 26 post, in which Taleb lists six problems regarding Ben Bernanke and his performance as Fed Reserve Chairman.

1 comment:

John Humphrey said...

Thanks for the kind words regarding BlackSwanReport.com I wanted to let you know that in the interest of keeping things tidy I deleted the Feb. 6 post/link to Taleb at the Russian Forum and replaced it with a better one that popped up on YouTube today. Best, John H.
Here's the link: http://www.blackswanreport.com/blog/2010/02/the-russian-forum-debate-marc-faber-hugh-hendry-nassim-taleb/