In Part Two of this extraordinary Master Class, Jim Rogers discusses how he created an investment framework from motorbiking across the world, why the current investment landscape in Asia may be more promising than it seems, where he is focusing his investments, and the knock-on consequences of central bank mechanisms to artificially stabilize the economy.
Paul Schulte, founder of Schulte Research, explains why Chinese tech companies, especially fintech firms, have stealthily gained advantages over their largest US rivals. Developing their models from scratch, Chinese businesses are leapfrogging the West, where finance is encumbered by old-school cartels and tech is contending with a consumer backlash and regulatory oversight. Filmed on April 24, 2018 in Hong Kong.
Des Kinch of Overseas Asset Management is an advocate of deep value investing. Since he believes that valuations for bonds and U.S. equities are at extreme levels, Des has gone hunting for opportunities in Asia and Europe, where he searches for deeply discounted and often illiquid investments that could weather a downturn in global markets. Filmed on May 14, 2018 in Grand Cayman.
In Part One of this momentous interview, investment legend Jim Rogers sits with Real Vision for a visionary Master Class, taking us back in time to the beginning of his career and walking us through a series of lessons learned as the world of investing slowly embraced the age of global connectivity. Weaving a series of anecdotes into a compelling picture of the evolution of Wall Street over the course of several decades, along the way Jim highlights long-term investing opportunities in the world today, and lays out his concerns over the domination of today's markets by central banks.
Zimbabwe: Opportunity & Risk in the Breadbasket of Africa
Zimbabwe has just been shaken by the ouster of its longtime president, Robert Mugabe, who held power in the country for nearly forty years. Now, John Legat, CEO and Lead Fund Manager of Imara Asset Management, brings us the story of political unrest and economic opportunity from on the ground in its capital city, Harare.
Raoul Pal, co-founder and CEO of Real Vision, takes a deep dive into current market conditions, and articulates the risks of a deflationary bust in this newly macro-driven environment. Raoul explores the emerging dollar rally, Asian currency weakness, and the historic short trade on US treasuries. He also touches on some specific ways to act upon his thesis. Filmed on August 20, 2018 in New York.
Bob Iaccino, co-founder and chief market strategist of Path Trading Partners, reviews why crude oil may be ready for a tumble over the coming months. He discusses the trade and what to watch out for, in this interview with Brian Price. Filmed on September 7, 2018.
This week Mark Yusko, CEO / CIO of Morgan Creek Capital Management, sits for an open and insightful Master Class in which he gives an in-depth appraisal of the changing dynamics in the hedge fund industry over several decades, explains the difference between how strategic and tactical asset allocations drive real returns, and identifies the key strategies you need to select the right managers from a massive investing universe.