01:07:38

EssentialThe Essential Conversation

Betting on a Major Inflection Point

Featuring John Burbank and Alex Gurevich

Jul 19, 2019 • 67 minutes

984

86

Essential

The Essential Conversation

Betting on a Major Inflection Point

John Burbank, CEO of Passport Capital, discusses his highest conviction trade as we encounter what may be the final phase of the business cycle.

Featuring John Burbank and Alex Gurevich

Jul 19, 2019 • 67 minutes

John Burbank, CEO and founder of Passport Capital, discusses his highest conviction trade as we encounter what may be the final phase of the business cycle. In this candid conversation with Alex Gurevich, CIO and founder of HonTe Investments, Burbank reveals the thesis behind his Eurodollar bet and speaks about the history of globalization that has led to this potential breaking point. Filmed on July 2, 2019 in San Francisco. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

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