Inside the House of Money: Top Hedge Fund Traders on Profiting in the Global Markets (Paperback, Revised, Update)

Foreword by Niall Ferguson ix

Preface xi

Preface to the 2009 Edition xv

Preface to the 2006 Edition xvii

1. Introduction to Global Macro Hedge Funds: Joseph G. Nicholas (HFR Group) 1

2. The History of Global Macro Hedge Funds 5

3. The Future of Global Macro Hedge Funds 31

4. The Family Office Manager: Jim Leitner (Falcon Management) 35

5. The Prop Trader: Christian Siva-Jothy (SemperMacro) 85

6. The Treasurer: Dr. John Porter (Barclays Capital) 117

7. The Central Banker: Dr. Sushil Wadhwani (Wadhwani Asset Management) 145

8. The Dot-Commer: Peter Thiel (Clarium Capital) 165

9. The Floor Trader: Yra Harris (Praxis Trading) 183

10. The Pioneer: Jim Rogers 201

11. The Commodity Specialist: Dwight Anderson (Ospraie Management) 225

12. The Stock Operator: Scott Bessent (Bessent Capital) 253

13. The Emerging Market Specialist: Marko Dimitrijevic´ (Everest Capital) 273

14. The Fixed Income Specialists: David Gorton and Rob Standing (London Diversifi ed Fund Management) 293

15. The Currency Specialist: Anonymous 309

Conclusion 325

Appendix: A Note to Investors about Global Macro 327

Acknowledgments 329

Bibliography 331

Index 335