Foreword by Nouriel Roubini ix
Foreword to the Previous Edition by Jared Diamond xiii
Preface xix
Preface to the Previous Edition xxiii
PART ONE REAL MONEY AND THE CRASH OF '08 1
Chapter 1 Rethinking Real Money 3
Chapter 2 The Researcher: Dr. Andres Drobny, Drobny Global Advisors 33
Chapter 3 The Family Office Manager: Jim Leitner, Falcon Management 53
PART TWO THE INVISIBLE HANDS 77
Chapter 4 The House 79
Chapter 5 The Philosopher 111
Chapter 6 The Bond Trader 149
Chapter 7 The Professor 169
Chapter 8 The Commodity Trader 205
Chapter 9 The Commodity Investor 235
Chapter 10 The Commodity Hedger 269
Chapter 11 The Equity Trader 299
Chapter 12 The Predator 327
Chapter 13 The Plasticine Macro Trader 349
PART THREE FINAL WORD 385
Chapter 14 The Pensioner 387
Conclusion 411
Acknowledgments 415
Bibliography 419
About the Author 427
Index 429