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)
In the first and second articles of this 3-part series, we covered the philosophy and the investment principles and strategies of the famous Quantum Fund ran by billionaire investor George Soros. In this third episode, we will cover the management principles of this legendary firm. (I) Be part of a global 'intelligence network' One advantage … Continue reading Lessons from Soros’ Quantum Fund – Part III
Investor Lawrence Creatura recently published a book where he shared his insights from more than 2-decades worth of valuable experience. The author titled his book: 'Long & Short: Confessions of a Portfolio Manager'. Reading such books allows one to shorten the learning curve by learning from the experience of others, so I decided to give the book … Continue reading Review of ‘Long & Short: Confessions of a Portfolio Manager’
What has George Bizet's "Carmen" got to do with investing and behavioural finance? That was what my mind conceived when I attended an event organised by the Chartered Alternative Investment Analyst (CAIA) Association and R.G. Niederhoffer Capital Management at Raffles Hotel on a lovely Wednesday evening in early November. All the way from Manhattan, the New York … Continue reading ‘Carmen’ by the New York City Opera… & behavioural finance lessons?
DISCLAIMER: SPOILER ALERT! Marvel's latest movie to hit the screens feature a high-flying neurosurgeon who meets a tragic and career-ending accident and stumbled into the world of magic and sorcery while scouring for a recovery to his injuries. Upon discovering this new realm, he joins a clan of mystical warriors and sorcerers who are working … Continue reading What Marvel’s Doctor Strange can teach us about investing
Legendary investor Jim Rogers is back with his sixth book: “Street Smarts – Adventures on the Road and in the Markets”! Published in the spring of 2013, this book is a recollection and a self-styled memoir of Rogers’ own life, investment experiences and his observations from his many travels around the globe. While there were … Continue reading Insights From “Street Smarts – Adventures on the Road & in the Markets”
At ChatWithTraders.com, we are able to listen to wonderful interviews of successful traders and investors done via podcasts. It is an invaluable source of insights and a great asset to many of us actively involved in the markets! One particular interview that stood out to me was the podcast with Jack Litle from Mercenary Trader. In … Continue reading Insights from a global macro trader
Hong Kong's Li Ka-Shing is a rags-to-riches story, a self made multi-billionaire extraordinaire, a towering icon in the global business scene as well as a legendary philanthropist. His rise to prominence over the decades is an inspiration to many young entrepreneurs or investors like myself and as such, I decided to read up about his life … Continue reading Li Ka-Shing’s 4 Points for Success!