Michael Novogratz – Master Class

Featuring Mike Novogratz

In this continuation of our Master Class series, we speak with Michael Novogratz, Principal and Director of Fortress Investment Group LLC. Join one of the most successful players in finance as he discusses his road to the top floor, and how analysis, instinct, and discipline affect his life and investments. An interview full of candor and invaluable insight — this is a Master Class not to be missed.

Published on
30 November, 2014
Topic
Macro, Risk Management
Duration
41 minutes
Asset class
Currencies
Rating
44

Comments

  • nF

    nicholas F.

    27 10 2017 02:50

    2       0

    Great Interview. very fascinating. would love to get some color from Mike about today's markets. Raoul, can you please recommend any macro books for someone looking to dive into global rates and fx theme generation? thx!

  • VK

    Viresh K.

    13 7 2017 16:50

    1       0

    Really good interview - classic macro talk

  • MS

    Matt S.

    27 10 2016 19:50

    0       0

    What I'm really enjoying about these interviews so far, is that even if I don't particularly warm to an individual's character, they are still endlessly fascinating to listen to.

    But so many questions - why are money markets easiest to understand? What are these fundamentals (EG repos) that we should all know?

    What is the forward he talks about in regards to the Thai baht trade?

    Vol + Var? Negative Convexity? We need some bootcamp video series that takes the mystery out of all these terms. Raoul? ;)

  • DD

    Derek D.

    26 2 2016 16:08

    4       0

    This interview fully convinced me of what I already suspected: this is what I want to do with my life. Global macro. It only took me until just shy of my 34th!

  • MA

    Melanie A.

    20 12 2015 23:37

    1       0

    Great interview - insightful, relaxed and easy to listen to. Would be curious to hear a 2015 update (mistakes, timing etc) given recent changes/news.

  • AN

    Arun N.

    31 10 2015 17:40

    3       0

    Legendary - Mike is a fount of trading wisdom and also has one of the best risk-adjusted returns in macro.

  • DR

    De R.

    3 7 2015 10:47

    2       0

    Anyone know where can I get that "YES" in currency sign behind Mike?

  • CA

    Christopher A.

    7 2 2015 18:36

    4       0

    Raoul, what is the watch that you're wearing?

  • sp

    shashwat p.

    29 12 2014 02:48

    0       6

    I wonder how many of these hotshots would be as successful if they have to start now? No more cripples left to pick on

  • NS

    Nico S.

    27 12 2014 21:17

    0       0

    I love hearing these kind of interviews. Always leads to a bias of luck ruled over skill due to being at the right place at the right time. Solid pedigree - I hear this story over and over again...

  • SF

    Stefano F.

    21 12 2014 21:19

    0       0

    Brilliant but I agree with the above: some fwd looking thoughts would have been interesting

  • TJ

    Tay J.

    10 12 2014 23:10

    1       0

    Amazingly, fascinating candid!

  • RJ

    Russ J.

    3 12 2014 04:35

    17       0

    I really feel that this, as well as the Tapiero interview, were a missed opportunity to hear these brilliant guys' view on the current state of the world/markets. Too focused on their bios.

  • MC

    Martin C.

    2 12 2014 21:29

    1       2

    Worked with Corzine? Nice. Give this one a wide berth I think.

  • JS

    John S.

    2 12 2014 10:10

    2       0

    Another first rate, enthralling conversation.

  • JA

    John A.

    2 12 2014 09:45

    8       0

    I really enjoy the fact that you guys discuss position sizing in these talks. For me it is the most important, but least discussed or understood aspect of trading/investing. Another great one!

  • GC

    Gary C.

    2 12 2014 06:15

    0       4

    From this Muppets point of view hearing a Vampire Squid partner divest how"sharp" and rich he's become bulldozing Kermits off the sidewalk; publishing one idea(sell gold) then buying it. sad& soulless

  • PV

    Peter V.

    2 12 2014 02:27

    2       0

    Great interview. Michael has an amazingly talented sister, Jacqueline of "The Blue Sweater" fame and founder of The Acumen Fund. Michael and Jacqu are two very good and talented people. Thank you all!

  • AK

    Alex K.

    1 12 2014 18:19

    7       0

    Very good interview ! Thank you Raoul and Michael