Mark Hart – Master Class

Featuring Mark Hart

In our Masterclass series, Corriente Advisors Principal, Mark Hart explains how he became one of the world’s most successful hedge fund managers.
Mark talks about his big home runs in subprime and European sovereign debt and explains his strategy towards the potential hard landing in China.
Frank, open and full of insight – this Masterclass takes you inside one of the most brilliant minds in finance.

Published on
25 September, 2014
Topic
Investment Framework, Macro, China
Duration
70 minutes
Asset class
Currencies
Rating
17

Comments

  • LB

    Linghao B.

    3 3 2018 01:46

    0       0

    One of the best interviews on RV!!!

  • PB

    Pieter B.

    26 11 2017 11:06

    0       0

    I just reviewed the interview! Truly fantastic gentlemen!

  • EQ

    Eduardo Q.

    23 11 2017 22:31

    0       0

    Awesome. So far the best video I have watched. Mark helped me understand the world in that part on China. Carry trade, money flows, the relevance of USD on the world and in different asset classes. very, very insightful. Also watched that one on Bitcoin and the Marihuana industry and this guy is amazing. If Mark continues coming to RV... you got me RV...

  • AB

    Arijit B.

    20 10 2017 18:39

    2       0

    I'm watching this after Hart has given up on his bearish China bet. It doesn't matter, there's still useful insight into his thought process. Good long form interview that adds greater value (to me) than the shorter interviews that are in vogue on Real Vision at the moment.

  • KC

    Keith C.

    13 4 2017 18:11

    3       0

    So Great! I realize the date but does anyone know how to put a similar trade on?

  • T~

    Tshort63 ~.

    23 1 2017 07:56

    2       0

    I watch this video over and over and as I learn more I continue to "hear" new things. Really cool guy living a well designed life.

  • TS

    Tor S.

    11 12 2016 08:56

    0       0

    Wow. If this is not a source of inspiration - what is? Thanks to RV - Keep'em coming :)

  • MS

    Matt S.

    24 10 2016 18:39

    1       1

    One of the best interviews on RV yet! (but I've only just subscribed, haha) if all of RV could be of this quality, I'd never see a reason to leave.

    How can I become a mad genius like this fascinating guy? (and as soon as the video started, I saw his ears and thought, "hmm... MMA possibly?" - there you go ;)

  • PB

    Pieter B.

    15 10 2016 17:49

    0       0

    Brilliant!

  • DK

    Damian K.

    1 9 2016 20:12

    2       0

    Love this interview. Must be a 5th time watching it. So much great insights from a really deep thinker. It takes an outsider to invest in things that have not happned before. Thanks RV!

  • ML

    Marc L.

    28 2 2016 09:56

    3       0

    you can buy 3 different CNY or CNH put options at the SIX (Swiss Exchange) denominated in USD - check the following ISIN: CH0283710884, CH0259488713 or CH0259490883

  • TT

    Turing T.

    20 1 2016 12:37

    0       0

    Mark is a fascinating person and has real conviction. Loved this and thought the interview flowed very well. Great insight into high risk trades and the Chinese predicament.

  • jm

    joeri m.

    19 1 2016 20:52

    0       0

    Is it possible for an individual to set up the 'out of money yuan put' trade? Or do you need a minimum amount to buy these options? Great interview btw! (Richard Werner might be an interesting guest!)

  • rp

    ross p.

    19 1 2016 03:34

    0       0

    100 thumbs up! Enlightening view inside the mind of brilliant man. There are so many lessons to take away from this awesome interview

  • RA

    Ricardo A.

    18 1 2016 06:15

    2       1

    If you want more of this absolute genius .. listen to Tim Ferriss podcast episode 63 . Roundtable with both Raoul and Mark. Thanks for this gem Real Vision

  • NO

    Nicholas O.

    17 1 2016 16:38

    0       0

    Very holistic interview - well done. Something for everyone.

  • DL

    Dan L.

    17 1 2016 15:50

    1       1

    I too would love to see a follow up interview given where we are today.

  • GG

    Georgi G.

    17 1 2016 15:17

    0       0

    Chinese authorities loosing control of CNY now! Can't wait for the new instalment of Hart's master class...

  • A1

    Animal 1.

    17 1 2016 13:13

    1       0

    Extraordinary. Thank you.

  • RW

    Raymond W.

    16 1 2016 22:34

    2       0

    I have already watched this twice but will watch it again before the new one is out. It is one of my favorites. Can't wait to see the new interview.

  • GP

    Greg P.

    16 1 2016 20:56

    0       0

    I am wondering how things have changed, in a macro sense,in Texas,since 2014. Great interview.

  • DR

    David R.

    10 9 2015 22:33

    2       0

    Would be great to have an update on Mark's thoughts in light of the August deval.

  • SJ

    Suzanne J.

    28 8 2015 04:34

    2       0

    Raoul, thank you for bringing this unique brain to my screen. I was thoroughly enthralled by his wisdom. Mark is a musician, so well trained in his art that it flows without effort. More please.

  • JM

    John M.

    24 8 2015 07:05

    1       0

    Please bring mark back- I would love to hear what happened to the yuan trade. Great interview!

  • MA

    Melanie A.

    23 8 2015 23:03

    2       0

    Fantastic interview. Please bring Mark back for more interviews & insights!

  • SS

    Sam S.

    18 8 2015 15:05

    0       0

    Clear concise simply put discussion beneficial to all. Thank you!

  • TR

    Thomas R.

    17 8 2015 03:16

    0       0

    Watching this Aug 16th. In the past week or two, China has devalued its currency. Appreciating the macro forecast of a deflationary environment - there should still be profitable themes to invest.

  • je

    james e.

    16 8 2015 22:47

    4       0

    This simply gets better each time I watch. Thank you.

  • AH

    Ahmed H.

    16 8 2015 20:19

    1       0

    wow, does this mean that the fund ran out in June 2015, and he never benefited from this ?

  • MR

    MIGUEL R.

    13 8 2015 04:11

    4       0

    Part 2 please! As the yuan devalues we need Mark to return and discuss his next big idea.

  • bp

    bart p.

    6 8 2015 12:06

    1       0

    Rick Rule had a hedge fund that returned 110% per year for 6 years straight. 2000 - 2005.

  • BT

    Brad T.

    14 6 2015 16:28

    2       0

    Great interview on so many fronts.

    I agree fully with Mark's comments that jiu-jitsu is a perfect counterbalance to our stressful lives.

  • DK

    Damian K.

    8 4 2015 15:15

    5       0

    Great insights! Please do a part 2 soon.

  • MR

    MIGUEL R.

    13 3 2015 08:29

    3       0

    Fantastic interview! What an incredible shame that there isn't a regular Mark Heart segment. Would love to have regular access to this incredible mind.

  • IK

    Ian K.

    19 2 2015 04:50

    4       0

    If one wants to replicate Mark's put trade vs the yuan, what is the ticker of the vehicle? He speaks of strikes at 7 & 6.14. On IB I found RMB trading at ~.16. Premium is 55 bps.

  • CR

    Chris R.

    13 1 2015 11:28

    11       0

    The great things about Mark and so many guys interviewed on here is that they are so humble. Great performance no need for ego.

  • CC

    Charles C.

    11 1 2015 00:52

    3       0

    Excellent interview. Hart's comments on life at the end of the interview are refreshing.

  • BW

    Bruce W.

    22 12 2014 19:29

    1       0

    Brilliant guy-reminds me of Ray Dalio the way he thinks-

  • JA

    John A.

    14 11 2014 09:23

    4       0

    Really amazing conversation. The opportunity to listen to the thought process and have a thoroughly engaging conversation is truly revolutionary TV. V would be proud.

  • JS

    Jim S.

    13 11 2014 00:22

    6       0

    As good as it gets.
    An open view psych-therapy session on arcane, deep knowledge and life lessons.
    Thanks!

  • ID

    Ifan D.

    4 11 2014 21:46

    3       0

    That was awesome! Thanks!

  • AC

    Andrew C.

    29 10 2014 02:42

    13       0

    Raoul is a great interviewer - engaged, thoughtful and not over intrusive, giving his chosen 'victim' plenty of opportunity to talk. Mark Hart was an amazing guest. Thanks to both of you.

  • AE

    Andrew E.

    8 10 2014 13:27

    12       0

    One interview is all it took to get value from my membership. Keep it up Raoul and Grant, Realvision is a winner.

  • JF

    James F.

    7 10 2014 04:08

    4       0

    Very insightful interview. One question: Is it possible for "the man in the street" to put on that put trade? I see no volume on Globex.

  • CB

    Cliff B.

    5 10 2014 14:00

    3       0

    I found the concept for how to determine a stop level particularly interesting. Very Good interview!

  • CG

    Colin G.

    2 10 2014 12:27

    13       0

    Great interview! I loved the unfettered honesty. This is the kind of access I was hoping for when I bought into the RV idea. Thanks.

  • DP

    David P.

    1 10 2014 08:47

    7       0

    Fantastic interview. Thanks guys.

  • AK

    Anton K.

    30 9 2014 12:52

    4       0

    All Millenials must absorb this mans wisdom and advice. Thanks for the candid and open interview!

  • RS

    Roger S.

    30 9 2014 01:55

    9       0

    Wow so much good info. Will have to watch several times to absorb it all. Best one I have seen so far Raoul

  • TJ

    Tay J.

    29 9 2014 23:24

    7       0

    Yes, indeed. That was brilliant. Bring Mark back to tell more of his trading war stories and insights.

  • JA

    Jack A.

    27 9 2014 10:05

    2       0

    Great interview! A man after my own heart.

  • GJ

    Gaurav J.

    26 9 2014 10:21

    9       0

    So much food for thought. Fantastic interview!

  • WW

    Worth W.

    26 9 2014 04:44

    5       0

    Some thoughts on Mark Hart's China thesis: http://www.forbes.com/sites/johnmauldin/2014/03/22/mauldin-chinas-minsky-moment/

  • WW

    Worth W.

    26 9 2014 04:42

    12       0

    Mark Hart is the most thoughtful macro investor I have ever met. He NEVER talks with the media... so this is a real treat.

  • BB

    Brian B.

    25 9 2014 16:44

    5       0

    That was wonderful! The viewing format and topics discussed gave me the stimulation similar to enlightenment found in reading a great book.

  • RP

    Raoul P.

    25 9 2014 16:17

    44       0

    I know Im biased as I did the interview (!) but Mark is a true genius and is utterly unique in style.

  • PJ

    Paul J.

    25 9 2014 15:20

    9       0

    Real knowledge shared in an open and direct way. Wonderful interview. Thanks both and happy "retirement" Mark!

  • SC

    Scott C.

    25 9 2014 14:42

    18       0

    Fantastic interview, could have listened for another hour easily!