-- Free market is the best system in the world; capitalism works.
-- All government interventionists into the economy should be sent to North Korea to see what disastrous consequences are when government interferes in the economy.
-- Portfolio weightings - he is light on equities because he is seeking diversification, has roughly 25% in equities, 25% in real estate, 25% in cash and emerging market bonds.
-- Debt of Khazakstan is much higher quality vs. U.S. government debt.
-- He has more exposure to Asia, and he also bought Europe as the thinks it got way cheap.
Here is the video: