Found via Market Folly.
John Burbank is the founder of the hedge fund Passport Capital. He is a widely followed money manager with a record of success since he launched his firm in 2000. John famously predicted the decline of the American housing market starting in 2005 and reaped a return of over 200% in 2007.
John had a conversation with Benzinga's Alex Schiff on "political risk," Pepe's Pizza and how to make money in any macroeconomic scenario.