Tag: commodities

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) →

A Great Podcast not to be missed

Swiss investor Felix Zulauf is a pioneer among global finance. He joint the industry before Wall Street became 'Wall Street'. He anticipated the great equity bull market in the early 1980s, made a killing for his clients during the infamous 1987 market crash, and foresaw the Asian Financial Crisis back in the 1990s. How brilliant … Continue reading A Great Podcast not to be missed →

3rd Quarter 2017 Review: Time for Kaizen!

The Japanese have a term to describe the effort of continuous improvement for the better: 改善 (pronounced 'Kai-zen') That's what exactly what I need to do. Ever since I decided that I wanted to be a successful macro investor, I've embarked on my never-ending journey, climbed mountains and went through valleys, sought out the sages, … Continue reading 3rd Quarter 2017 Review: Time for Kaizen! →

Playing the ECB’s potential tapering?

To understand the game of the financial markets, we need to understand the game masters The game masters are the central banks, as they directly influence the costs of credit in the financial and real economy, influencing the business cycles The ECB will gradually move to wind down its stimulus programme, but has to maintain … Continue reading Playing the ECB’s potential tapering? →

Lessons from Soros’ Quantum Fund! Part I

The Quantum Group of Funds is one of the most successful hedge funds in history. Built by uberinvestor George Soros, it was only recently overtaken by Bridgewater Associates according to Institutional Investor. While he has since retired and transformed his firm into a privately-run family office, there is a tremendous amount that active investors can … Continue reading Lessons from Soros’ Quantum Fund! Part I →

Review of “How to Make Money with Global Macro”

After reviewing Greg Gliner's "Global Macro Trading" earlier, I thought I'll work my way on another book. There aren't many books on global macro and macro investing out there, so Javier Gonzalez's new book - "How to Make Money with Global Macro" naturally piped my interest to work through it. I got it via Fishpond.com, … Continue reading Review of “How to Make Money with Global Macro” →

My main takeways from market wizard Jamie Mai

Cornwall Capital's Jamie Mai's interview in Jack Schwager's 'Hedge Fund Market Wizards' is probably one of the most insightful that I've found in this indispensable book. Mai is documented under the chapter of 'Multistrategy Players' among other investors like Edward Thorp and Michael Platt. To provide the context, Mai was one of those who successfully navigated the … Continue reading My main takeways from market wizard Jamie Mai →