John Burbank, CIO of Passport Capital, joins Michael Green of Thiel Macro to discuss how he utterly changed his thesis on the global markets. Burbank sold every position he had and did an about-face with his fund's strategy in 2012. Shifting from investing in commodities to investing in human capital at the perfect time was a bold call for Burbank to make, but the move has paid off handsomely. This video is excerpted from a piece published on Real Vision on June 1, 2018 entitled "John Burbank's Bullish Views on Crypto, Saudi Arabia, and Tech."
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