Stan Dracamillo: Currency Is Like Art

Stan Dracamillo is causing me profound consternation because last week he presented to the Norwegian sovereign wealth fund. He has expressed that he doesn't have much risk position on today. But his principal risk position is the dollar and it would be a short position in the dollar. For me, currency is a little bit like gold in terms of where I am not professional money management. It wouldn't be a necessary call on my risk capital.