Josh Ayers – Think Piece

Published on
September 24th, 2014
Duration
22 minutes

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4

Josh Ayers – Think Piece

Think Piece ·
Featuring Josh Ayers

Published on: September 24th, 2014 • Duration: 22 minutes

In the Think Piece series, some of the most lateral and brilliant thinkers in modern finance tell us what is on their mind at the moment. Consider it an informal walk around the inside of their heads. In this film Josh Ayers, President of Paradarch Advisors tells us what is on his radar.

Comments

  • my
    markettaker y.
    30 July 2018 @ 15:41
    1 0
    Anyone know what happened to this guy? It seems the YPF call wasn't all that well-timed. But apparently Paradarch is out of business and Ayers is now at some vanilla mutual fund shop: https://www.barrowhanley.com/team If this guy got carried out, that's crazy.
  • RM
    Ritwik M.
    30 April 2018 @ 04:13
    1 0
    This was really good
  • CR
    Chris R.
    12 January 2015 @ 12:38
    2 0
    Outstanding, unique insights.
  • DK
    Deane K.
    30 September 2014 @ 19:08
    2 0
    His letter is always thought stimulating instructive for those who are interested.
  • RP
    Raoul P. | Founder
    28 September 2014 @ 16:10
    1 0
    TH - As with all of our interviews, the contact details are on the flip side of cards in the carousel
  • TK
    Thomas K.
    27 September 2014 @ 20:06
    0 0
    Great interview - how can I hear more from him? Is his Right Tale letter available?
  • AB
    Arthur B.
    27 September 2014 @ 05:16
    1 0
    Look forward to the next time he is interviewed.
  • BL
    Bruce L.
    24 September 2014 @ 21:57
    0 0
    One of the only people I have ever heard acknowledge the brilliance of Buffett's use of the insurance business as his funding source.
  • CB
    Cliff B.
    24 September 2014 @ 13:56
    0 0
    Very interesting idea!!
  • WW
    Worth W. | Contributor
    24 September 2014 @ 13:45
    10 0
    Josh was the lead analyst at one of the single most thoughtful hedge fund teams on the planet. Brilliant guy & THRILLED to see him here.
  • PJ
    Paul J.
    24 September 2014 @ 09:58
    4 0
    Good to get a different view of Japan for a change. This makes sense.

Chapters

  1. 00:01:25
    Argentina Opportunities
  2. 00:09:15
    Japan
  3. 00:13:15
    European Telecoms
  4. 00:16:45
    Macro Picture