15:10

EssentialPerfect Timing

Betting Big on a Secular Shift

Featuring John Burbank

May 17, 2019 • 15 minutes

34

14

Essential

Perfect Timing

Betting Big on a Secular Shift

John Burbank, CIO of Passport Capital, joins Michael Green of Thiel Macro to discuss how he utterly changed his thesis on the global markets.

Featuring John Burbank

May 17, 2019 • 15 minutes

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." Show More

In this series, some of the biggest names in the financial industry share their experiences of getting it right at the right time. Hear about successful trades from the people who made them.

More Episodes

In this series, some of the biggest names in the financial industry share their experiences of getting it right at the right time. Hear about successful trades from the people who made them.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In