Interview with Cullen Thompson

Published on
September 12th, 2016
Duration
36 minutes

Interview with Cullen Thompson

The Interview ·
Featuring Cullen Thompson

Published on: September 12th, 2016 • Duration: 36 minutes

With a reputation as an investing pioneer in key emerging markets, Cullen Thompson, co founder, CIO & President of Bienville Capital, shares his innovative approach to trade development and insight into the best way to express and monetize an investment thesis.

Comments

  • jm
    jim m.
    27 September 2016 @ 03:54
    actually a very smart investment thesis. look for long term opportunities in a structurally opportunistic market.
  • CB
    Cliff B.
    15 September 2016 @ 12:01
    This is a i testing interview. I wonder what the down side risk is. It makes me nervous when I only hear about successes
  • DH
    Dale H.
    14 September 2016 @ 11:00
    Very interesting interview. I like the way he thinks/invests. Some good examples provided too.
  • TW
    Tom W.
    13 September 2016 @ 01:41
    Exposure to the macro investor thought processes such as provided in this interview is invaluable. For instance, the concept of providing liquidity to the market (buy when there are motivated sellers) and developing insights on how those assets will subsequently be in higher demand due to some type of market shift (political or otherwise) are useful to the small, individual investor. Another important point made is how vital it is to develop relationships with people that understand the business and cultural context that you are considering for investment.
  • T~
    Tshort63 ~.
    12 September 2016 @ 18:18
    Love the variety of thinking and watching the recursive theme about boots on the ground for hour homework. Jim Rickards, Jim Rogers, etc. Central theme also seems look for distressed opportunities -including way outside the box- and understand if/when they will bounce back across multiple vectors. Keep the variety up!
  • DR
    Daniel R.
    12 September 2016 @ 17:38
    Great interview. How do I profit as a retail investor? Would love it if RV could cull out related (not necessarily recommended) ways the average investor could play the same advantages, if any. I am a
  • RM
    Richard M.
    12 September 2016 @ 17:08
    Very interesting interview. With everyone seemingly focused on China, Japan, Europe, and the U.S., South/Latin America is definitely overlooked. Both Argentina and Brazil have had good run-ups since the beginning of the year but they could be multi-year plays (I don't know, I'm just sayin'). This gentlemen (and his fund) did their homework early and it paid off. I also really like that off the wall Alabama beach front property play! Kudos!
  • CC
    Christopher C.
    12 September 2016 @ 16:57
    Alabama boys go to Wall Street. Country dumb meets city slick. Shades of Jim Rogers?
  • E
    Erik .
    12 September 2016 @ 11:18
    I would be interested to hear his view on South Africa. While not a classic distressed case (like Venezuela or Argentina - thanks to very strong institutions, a very big local pension industry - some residual excon issues obviously), it does fall slightly into the same category as most of the arguments put forward in this interview - especially on the leadership front.