01:07:38
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 MoreThe 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 EpisodesThe 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 ByAccess 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 PlansAlready have an account? Log In