An agnostic interpreter of what the markets are telling us.
CSInvesting: Note how he understands the cycles in commodity prices (oil)
Explore extensively here: http://13d.com/news.html#kiril-interview
I recommend listening to the interviews several times over the next few days. Note how you can apply what he says. His understanding of European history (many centuries of horrific wars) will probably mean that many European states will want to remain in the European Union–thus, a weaker dollar than expected.
Munger rips bitcoin