Grant Williams is Portfolio and Strategy Advisor for Vulpes Investment Management in Singapore − a hedge fund running $200 million of largely partners' capital across multiple strategies. Grant has 26 years of experience in finance on the Asian, Australian, European and US markets and has held senior positions at several international investment houses.

Grant made this presentation at the Cambridge House California Investment Conference in Indian Well, California on February 12th. The 30-minute youtube.com video is posted in two parts...and I thank an anonymous reader from Zurich for bringing it to our attention. I've viewed the entire presentation...and it's a must watch. The link to Part 1 is here...and Part 2, here.