Betting on a Major Inflection Point

Published on
July 19th, 2019
68 minutes

Betting on a Major Inflection Point

The Essential Conversation ·
Featuring John Burbank and Alex Gurevich

Published on: July 19th, 2019 • Duration: 68 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.