Speaking a the 2013 GAIM Hedge Fund Conference, Grandmaster Capital’s Patrick Wolff says interest rates can rise a couple hundred basis points, but stocks are still the more attractive option.

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Hayman Capital Management’s Kyle Bass says he expects the Japanese yen to crater against the dollar and that this is the riskiest time for an investor to be complacent about the markets.

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Speaking at the 2013 GAIM Hedge Fund Conference, Ginny Parker, CIO of Parker Global Strategies, said the effects of the bond bubble could last decades and that she feels perceived market risk is unusually low.

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Everest Capital’s Marko Dimitrijevic says that while emerging and developed markets have recovered since the 2008 recession, frontier markets are still at very low values and are now growing fast.

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Top fund managers at the GAIM 2013 Hedge Fund Conference discuss whether they’re finding the best opportunities in the United States, other developed countries, emerging markets or frontier markets.

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Despite low volatility, Cairn Capital’s Andrew Jackson says there are opportunities to make “very real returns” from credit markets in Europe. He also said he sees no bond bubble in the United States.

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The hedge fund industry has become fragmented recently. Top managers at the GAIM 2013 Hedge Fund Conference discuss the themes driving their investments and debate where they are seeing opportunity. (more…)

Richard Beales and Breakingviews columnists Antony Currie and Agnes Crane discuss criticism of Jon Corzine’s legacy after the collapse of MF Global and the likelihood that two overlapping U.S. regulators will ever merge.

International investor Jim Rogers says he’s shorting U.S. Treasuries in anticipation of the Fed-fueled bond bubble bursting. He’s also thinking about buying the rouble as a way to play the Russian markets.

Muddy Waters founder Carson Block is looking at potential shorts in the United States, Japan and India. The man who helped bring down Sino-Forest says one sector on which he’s focusing is technology.