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EssentialThe Essential Conversation

Counter Consensus Investor - Liran Blum

Featuring Liran Blum

Feb 20, 2017 • 85 minutes

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Essential

The Essential Conversation

Counter Consensus Investor - Liran Blum

Counter Consensus Investor - Liran Blum

Featuring Liran Blum

Feb 20, 2017 • 85 minutes

In the last 'Travels with Jawad' episode, Liran Blum introduced some fascinating thoughts on the outlook for the US economy under President Trump. Here, in an extended interview with Jawad Mian, the Blue Helm Capital Management CIO, shares the thinking behind his investment framework and trading philosophy, spanning his time at Nomura and SAC Capital. In an epic discussion, Liran outlines his positive view on Brazil, a bearish take on the dollar and a more optimistic outlook for Europe, with a truly individual approach to investing. Filmed on January 24, 2017, in New York. 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

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