-- What is attractive in this uncertain macro economic environment: There is trouble but there are opportunities as well from trees, from raw land to equities.
-- Fear is overpriced in the market.
-- On the U.S. - Though European central banks continue to expand, the U.S. Fed is out of the limelight and continues to shrink its assets.
-- Attractive equities: Invest in Google (NASDAQ:GOOG). He called it the most valuable company in the world that possesses the keys to the world's stock of knowledge, like Blackstone Group (NYSE:BX).
Here is the video: