Although we're sure to hear more details of his macro thoughts, and soon, in the recent conference call discussing Greenlight Capital Re's Q1 2012 results, Einhorn noted being concerned of...
- the structural debt problems in Europe and Japan
- the slowing Chinese economy
- high oil prices, and
- general inflation connected to the Fed's 0% interest rate policy.
What is he doing about it?
Again, we're likely to get more news on this soon, but in the call he mentioned owning...
- longs or shorts on an individual, non-macro, and compelling basis
- gold bars,
- gold miners, and
- other macro hedges.
You can read a full transcript of his comments over at Seeking Alpha.