Interview with Adam Rodman

Featuring Adam Rodman

Adam Rodman
Monday
Adam Rodman, Founder & CIO of Segra Capital Management, explains the voracity of China’s credit reflation and looks at opportunities in Greek banks and lithium producers.

Published on
10 July, 2016
Topic
Asia, US Dollar, Macro
Duration
32 minutes
Asset class
Currencies
Rating
12

Comments

  • sw

    shaun w.

    24 11 2016 06:16

    0       0

    Does anyone know more about the second hand high end watch market?

  • MB

    Matthias B.

    1 8 2016 14:15

    0       0

    hi all, I wanted to reach out to Adam on his "lithium" offer. does anyone know his email adress? can't enter their website (maybe because I am based in Switzerland) and only found his bloomberg one which is normally ignored given the sheer volume of noise in that inbox. pls send to matthias?bachmann@cratoncapital.com. thanks a lot, highly appreciated.

  • db

    don b.

    30 7 2016 14:56

    1       0

    The great investors of the past will not be tomorrows winners. The game has changed and it will take a keen eye for value and a contrarian spirit to win. While hedge funds suffer the game has changed & while they hang onto yesterday. Investors I know are up 250% or more YTD without leverage. Front running the Fed is over.

  • WM

    Will M.

    28 7 2016 18:39

    0       0

    Excellent discussion. Adam is clear and eloquent and probably has a lot more to offer with his knowledge and views than can be captured in this short segment. Interested in the Lithium perspective. Think I heard someone also mention Zinc on here at some point? As for Tesla, doesn't everyone have 20% of their 401K in that stock? Must call Adam soon....whats his telephone number?

  • DP

    Daniel P.

    27 7 2016 21:28

    1       0

    Ok, sold out of Tesla, so what now Adam?! ;)

  • sp

    shashwat p.

    19 7 2016 04:50

    0       0

    All the people I know who look at Pakistan, are wildly bullish on it. Might make sense to take a step back

  • GC

    Gary C.

    16 7 2016 02:52

    0       0

    For a dramatically different perspective on Pakistan; read recent Zero Hedge article by Gulam Asgar Mitha,titled "Global Plague of Terrorism" reprinted from Oriental Times. Tends to sober ones investment enthusiasm.

  • MB

    Matthias B.

    15 7 2016 09:44

    2       0

    follow up on your watches comment. big profit warning today by the leading co The Swatch Group (UHR VX) talking of a profit decline of 50-60%. I wonder now in case you are right about China, is that just the start or rather final confirmation (as stock is already dropping 58% from peak)?

  • SB

    Stephen B.

    15 7 2016 05:24

    1       1

    Brilliant! Interestingly, I spent a lot of time in Pakistan back in the 90's developing power infrastructure. I always found it to be a good place to do business (better than India, for instance). A smart investment call.

  • MB

    Matthias B.

    12 7 2016 15:03

    5       0

    very refreshing. bring him back please. concurr with his lithium view but need to do more work on it. but i am too small fry to dare "calling" him...besides being intelectually too intimidated

  • AM

    Alexander M.

    12 7 2016 12:38

    4       0

    This video was worth the subscription fee alone. Top work RV team

  • AG

    Alex G.

    12 7 2016 03:09

    9       0

    this guy needs to be on more often than mark y

  • tW

    tgwtom W.

    12 7 2016 02:47

    3       0

    We get to sit next to Adam just as he sat next to Hugh, and we are just as impressed at his (Adam's) intellect...and not TOO intimidated :)

  • RP

    Raoul P.

    11 7 2016 21:46

    22       1

    Adam is just one of the very smartest upcoming managers out there. His breadth of knowledge is incredible and the out of box thinking is really outstanding...

  • R

    Rumit .

    11 7 2016 21:33

    6       0

    One word; brilliant!

  • MA

    Mudassir A.

    11 7 2016 19:39

    1       0

    Tell us more about the Pakistani Companies!!

  • MA

    Mudassir A.

    11 7 2016 19:39

    0       0

    Tell us more about the Pakistani Companies!!

  • AA

    Aymman A.

    11 7 2016 18:08

    4       0

    I am very interested in Pakistan. Have been following it closely. The CPEC deal is huge. There is construction going on all over when I visited it last year. For the first time the Pakistan Army is really cracking down on Taliban and terrorist factions because that is one of the conditions China put in. On question: a U.S. ETF called PAK should track the KSE 100. The tracking is not very good. Any thoughts? Ideas on easy vehicles to invest in the Pakistan market?

  • fc

    frank c.

    11 7 2016 16:19

    5       0

    what we want to hear!!

  • KC

    Klendathu C.

    11 7 2016 16:03

    23       1

    Great stuff. I love the follow up. I literally just asked for more of this the day before. Love the last comment about Lithium. For those interested I wrote a number of pieces on Lithium back in April. Feel free to check it out. There are a lot of interesting companies in this space. https://klendathucap.wordpress.com/2016/04/14/lithium-late-to-the-party-but-its-only-just-begun/

    Cheers!

  • GR

    Gregory R.

    11 7 2016 14:55

    7       0

    Love it .. Love It .. Love it ..
    More .. More .. More ..