Money and Finance
- Hedge Fund Manager John Burbank's Investment Alchemy
Found via Abnormal Returns. The head of San Francisco-based hedge fund firm Passport Capital has figured out how to turn risk management into an alpha strategy. ...
- Passport Capital Q3 Update
Via ValueWalk. John Burbank has become bearish on the global economy. Taking a cue from Seth Klarman and David Einhorn, John Burbank criticizes the easing policies of central banks. Burbank states ‘while central banks huff and puff to create real...
- John Burbank On Bloomberg (video): Will There Be A Recession By Early 2013?
Thanks to Matt for passing this along. April 3 (Bloomberg) -- John Burbank, founder of Passport Capital LLC, said he expects a U.S. economic recession by early 2013. Kelly Bit reports on Bloomberg Television's "Money Moves." ...
- 'macro' Forces In Market Confound Stock Pickers
More and more investors aren't bothering to pore through corporate reports searching for gems and duds, but are trading big buckets of stocks, bonds and commodities based mainly on macro concerns. As a result, all kinds of stocks—good as well as...
- Interview With Rich Pzena: Opportunity Amid The Ruins
IT'S BEEN A DREADFUL YEAR FOR NOTED VALUE MANAGER Rich Pzena, whose funds lost money in 2007, while shares of his newly public management company (ticker: PZN) sank to 12 from more than 22. Blame it in part on the manager's fondness for financial...
Money and Finance
A Passport to High Returns - Interview With John Burbank
Found via Market Folly.
John Burbank is the founder of the hedge fund Passport Capital. He is a widely followed money manager with a record of success since he launched his firm in 2000. John famously predicted the decline of the American housing market starting in 2005 and reaped a return of over 200% in 2007.
John had a conversation with Benzinga's Alex Schiff on "political risk," Pepe's Pizza and how to make money in any macroeconomic scenario.
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Part 2
- Hedge Fund Manager John Burbank's Investment Alchemy
Found via Abnormal Returns. The head of San Francisco-based hedge fund firm Passport Capital has figured out how to turn risk management into an alpha strategy. ...
- Passport Capital Q3 Update
Via ValueWalk. John Burbank has become bearish on the global economy. Taking a cue from Seth Klarman and David Einhorn, John Burbank criticizes the easing policies of central banks. Burbank states ‘while central banks huff and puff to create real...
- John Burbank On Bloomberg (video): Will There Be A Recession By Early 2013?
Thanks to Matt for passing this along. April 3 (Bloomberg) -- John Burbank, founder of Passport Capital LLC, said he expects a U.S. economic recession by early 2013. Kelly Bit reports on Bloomberg Television's "Money Moves." ...
- 'macro' Forces In Market Confound Stock Pickers
More and more investors aren't bothering to pore through corporate reports searching for gems and duds, but are trading big buckets of stocks, bonds and commodities based mainly on macro concerns. As a result, all kinds of stocks—good as well as...
- Interview With Rich Pzena: Opportunity Amid The Ruins
IT'S BEEN A DREADFUL YEAR FOR NOTED VALUE MANAGER Rich Pzena, whose funds lost money in 2007, while shares of his newly public management company (ticker: PZN) sank to 12 from more than 22. Blame it in part on the manager's fondness for financial...