He was in China (Shanghai I believe) talking at an investment conference.
The guy managed $$$ with George Soros. He is a HUGE bull of commodities and trades those + currencies quite a bit. He is VERY bearish on the dollar and doesn't recommend anyone buy the $$$ as a trade. ALOT of smart guys are saying this....
By the way, if you want to see what another smart guy is saying re: the economy then read Bill Gross' letter to President Obama (his July Investment Outlook for PIMCO, the world's largest fixed income money manager.)