Macro Investing Masterclass (John Burbank converses with Kyle Bass)

John Burbank III, founder of Passport Capital, is a well-known macro investor based out of San Francisco. He grew Passport from around $800,000 to an investment firm managing north of $3 billion at its height. He was also one of the few money managers who anticipated the subprime mortgage crisis in 2005 and actually … Continue reading Macro Investing Masterclass (John Burbank converses with Kyle Bass) →

We’re in an era of ‘Strong Men’: 4 things investors must take note of

Political experts use the phrase 'strong men era' to describe the current political landscape. Everywhere across the world, authoritarian leaders have swept into power (or simply seized it) since the start of the current decade. In the US, Republican President Donald Trump is widely considered as a populist politician who has an anti-establishment leaning. His … Continue reading We’re in an era of ‘Strong Men’: 4 things investors must take note of →