Global Perspective—Global Strategy continued

Robin Griffiths joined Phillips & Drew in 1966, having taken a degree in Economics at Nottingham University. He went on to be a partner at WI Carr, the first British stock broker to have offices in Hong Kong and Tokyo. Part of this firm was acquired by Grieveson Grant, with whom Robin enjoyed a stay in Japan. In 1986 Robin joined James Capel, which was already owned by HSBC. He stayed there until normal retirement age, and during that period travelled all over the world to meet their extended client base. For the last six years of that employment Robin was resident in New York.

Having left HSBC Investment Bank in 2002, Robin then joined Rathbones as Head of Global Investment Strategy, where he stayed until 2008. He is currently the Technical Strategist for Cazenove Capital and manages the Worldwide Absolute Return hedge fund.

Robin has been a regular on CNN, CNBC, Reuters and Bloomberg TV. He is a committee member and former chairman of the international Federation of Technical Analysts, and former chairman, now fellow, of the British Society of Technical Analysts. A keen sailor, Robin has crossed the Atlantic five times, setting a new British record in 1984 with Sir Robin Knox-Johnston.

On this week’s Financial Sense Newshour, Jim Puplava speaks with Robin Griffiths of Cazenove Capital in London to discuss the international markets and the issue of global currency debasement, and Fed policy.

John Butler, Partner, Amphora Capital LLC has over 16 years experience in the global financial industry, having worked for European and US investment banks in London, New York and Germany. Most recently he was Managing Director and Head of the Index Strategies Group at Deutsche Bank in London, where he was responsible for the development and marketing of proprietary, index-based quantitative strategies for global interest rate markets.

Prior to joining DB in 2007, John was Managing Director and Head of European Interest Rate Strategy at Lehman Brothers in London, where he and his team were voted #1 in the Institutional Investor research survey. He has been an occasional contributor to financial publications, including the Financial Times, Wall Street Journal, Boersenzeitung and Handelsblatt.

This week on the Financial Sense Newshour, Jim Puplava and John Butler from Amphora Capital in London discuss John’s current international investment strategy, focusing on commodities as the logical choice given quantitative easing from the Federal Reserve.