James Clunie – Think Piece

Published on
August 11th, 2015
Duration
27 minutes

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4

James Clunie – Think Piece

Think Piece ·
Featuring James Clunie

Published on: August 11th, 2015 • Duration: 27 minutes

In this week's Think Piece, James Clunie, Fund Management Director of Jupiter Absolute Return Fund, brings us a viewpoint on short-selling stocks in the States, why Japan is a bright spot on his radar, and actionable sectors around the world, particularly the UK.

Comments

  • DX
    Dominus X.
    21 September 2016 @ 20:24
    0 0
    smoking comments on the Yuan deval
  • LA
    Linda A.
    15 December 2015 @ 17:00
    0 0
    I love your honesty and ideas. I know that pain trade but u learn quickly from it.
  • SJ
    Suzanne J.
    31 August 2015 @ 03:19
    0 0
    High fives, James! Excellent call on renminbi. Thank you too for your advice and insights into stock selections.
  • FP
    FAZALHUSEIN P.
    16 August 2015 @ 20:35
    0 0
    I am impressed this guy had the conviction to short Chinese Markets a year and a half ago and put his trade accordingly...Remarkable
  • TH
    Timo H.
    16 August 2015 @ 05:16
    0 0
    Price of this interview to subscribers? 2 dollars. Value of this interview to investors? A bit more :-)
  • PF
    Preston F.
    15 August 2015 @ 13:37
    3 0
    Refreshing to listen to someone who is extraordinarily perceptive and open-minded and not invested in a particular world view.
  • SB
    Stewart B.
    15 August 2015 @ 13:30
    1 0
    A timely call on Renminbi devaluation
  • je
    james e.
    13 August 2015 @ 16:42
    2 0
    Can I back-date an investment with him just one week? Love his intellect and curiosity - wants to hear what others are doing. Just like Grant/Raoul - convicted but open-minded too. Outstanding!
  • Dd
    Diego d.
    13 August 2015 @ 09:13
    5 0
    Straight to the point... No fear in showing his investment cases and their trading ideas. James Cluine deserves a Master Class in RV.
  • tW
    tgwtom W.
    12 August 2015 @ 14:55
    3 0
    Re: China. Watching this and rewatching Mark Hart back to back is enlightening as Milton intended no doubt. (Not to forget Simon Hunt).
  • JH
    John-Erik H.
    12 August 2015 @ 13:14
    4 0
    Prophetic on Yuan deval. Good for you!
  • ET
    Eric T.
    12 August 2015 @ 11:26
    5 0
    There must have been a lot of high-fiving in the office yesterday :) Brilliant! What a thoughtful thinker. It is plainly obvious he loves what he does. Great video!
  • jS
    jurgen S.
    12 August 2015 @ 11:11
    5 0
    Liked how he mentioned this may well be a time not to be invested at all, very similar to Simon Mikhailovich's view. Might just be one of the best think tank ideas even though it feels very odd.
  • TJ
    Terry J.
    12 August 2015 @ 08:16
    1 0
    Excellent insights; I suspect James will be high fiving for sometime after his timely yuan devaluation bet. Fascintaitng to compare his macro hedge style with grandmaster Jim Rogers.
  • MD
    Marian D.
    12 August 2015 @ 04:54
    3 0
    Well, those RMB-Puts might be of some value by now.. Nice timing..
  • DH
    Dale H.
    11 August 2015 @ 23:53
    7 0
    Wow! Impressive. Great to hear the thought process and examples. Timing on the devaluation deserves that high five twice!
  • RM
    Richard M.
    11 August 2015 @ 23:21
    6 0
    Wow - excellent interview. Really liked the detail he went into on how he develops trade ideas. Great stuff!
  • BK
    Brian K.
    11 August 2015 @ 20:28
    5 0
    Awesome stuff. Would love to see more bottom-up pieces in the future.
  • MM
    Milly M.
    11 August 2015 @ 18:56
    5 0
    Agree, great video to celebrate the V day! Nice to hear a bottom-up thinker for a change too!
  • JD
    Jay D.
    11 August 2015 @ 16:07
    8 0
    Great interview was waiting to see a Long/Short viewpoint
  • GT
    Graham T.
    11 August 2015 @ 15:46
    11 0
    I wish I was 25 years younger!!! Kids, this is a man to work for.
  • SS
    Sam S.
    11 August 2015 @ 14:32
    29 0
    How amazing Yuan devaluation on the day this video came available. Timing and Time. What to short?

Chapters

  1. 00:01:04
    Equity Outlook
  2. 00:06:05
    Short-Selling
  3. 00:07:06
    Long Japan
  4. 00:12:19
    Asia ex-Japan
  5. 00:13:43
    United Kingdom
  6. 00:15:46
    Analytical Framework
  7. 00:18:19
    Trade Identification
  8. 00:20:02
    Hedge Execution
  9. 00:25:07
    Investment Outlook

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