Julian Robertson of Tiger Management called the recession and the following rally. But he’s turning more cautious and now believes we could see a huge spike in interest rates and a potential double dip recession.
Part 1 on our macro problems:
Part 2 on some of Robertson’s investment ideas:
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.