The Chain: Kyle Bass & John Burbank

Featuring John Burbank

The highly-anticipated second link in The Chain sees Kyle Bass interview John Burbank of Passport Capital. In this riveting conversation, John discusses spotting the “signal events” that make real money, his criteria for sizing positions, and the creative mindset needed to perceive “what could be that isn’t now.”

Published on
6 March, 2015
Topic
Hedge fund, Macro
Duration
54 minutes
Asset class
Commodities, Equities, Bonds/Rates/Credit
Rating
55

Comments

  • SL

    Seth L.

    6 9 2017 19:15

    0       0

    Real Vision folks, please let John know know that I would gladly walk away from my current investment job to take an unpaid internship role with him. I'd give a lot to learn from the likes of him.

  • rm

    russell m.

    11 8 2016 14:39

    1       1

    Recommend nike moisture wicking golf shirt.

  • OB

    Omar B.

    8 8 2016 21:35

    0       0

    classic soros reflexive

  • BL

    Brian L.

    30 3 2016 23:09

    1       0

    I do wonder about one thing that John said. That policy really doesnt matter?. Perhaps usually but it seems that we are in a unique times, ie Sanders and Trump. Civil unrest potential is real.

  • JL

    Jordan L.

    16 3 2016 15:07

    1       0

    John Burbank is one of the top minds in finance in the world today. Passport Capital Special Opp Fund is in the top returning funds of 2016. Burbank is in a highly elite group.

  • DD

    Derek D.

    22 2 2016 22:11

    1       0

    Nobody's offered either of these two to work for free? Hell I'd pay tuition.

  • BH

    Brian H.

    13 2 2016 01:05

    2       0

    Key takeaway for me.... Price is a liar; as well as the word Liquidity. Something I will certainly dive deeper into.

  • LB

    Lisa B.

    13 1 2016 02:49

    0       0

    amazing!

  • MA

    Melanie A.

    6 9 2015 22:12

    1       0

    Really insightful and interesting to hear his view on the human capital element. Liked Kyle's interview questions/style too.

  • AH

    Andreas H.

    6 9 2015 12:40

    0       0

    Super Interview, Positioned myself the same way, Short VWO, long small growth caps...

  • NS

    Nico S.

    15 3 2015 14:23

    1       0

    I love the way he thinks. "Off-the grid" thinking makes all the sense in the world. Why is everyone so fixated on the "wall street" way of thinking and the talent that exists in that microcosm. ????

  • BH

    Ben H.

    12 3 2015 10:13

    2       0

    Is there such a thing as an alpha hedge?

  • CY

    C Y.

    11 3 2015 19:09

    3       0

    Absolutely mind blowing. I love the idea of the 5 year look back and then realizing how little we know about the world ahead of us. Incredible.

  • GT

    Graham T.

    9 3 2015 18:10

    1       0

    wouldn't it be ironic if both the USA , with all its positive characteristics ,does "win" and earnings explode but that the S&P makes no prgress

  • KB

    Keith B.

    9 3 2015 01:04

    6       0

    Sorry, one more thought.
    Please add the date of interview upfront
    Thanks

  • KB

    Keith B.

    9 3 2015 01:03

    0       0

    I love hearing everything he had to say. An inspiration for people who want to find their own passion and for those in the investment business, a model for critical thinking and learning
    Thank you

  • JK

    Jon K.

    7 3 2015 23:00

    1       0

    If he says companies in the US are going multi-national - that is going to be pretty tough with a strong dollar environment. $CAT proves that.

  • MR

    MIGUEL R.

    7 3 2015 22:10

    12       1

    Bass is unquestionably an phenomenal investor, but a terrible interviewer. The Chain is a great concept but depends on the interviewer’s ability to conduct an interview with the audience in mind

  • MR

    MIGUEL R.

    7 3 2015 22:01

    28       4

    The lag between the actual interview and when it’s available for viewing is a major issue. It would help if the date of interview was disclosed.

  • SG

    Scott G.

    7 3 2015 19:43

    1       0

    Great interview Kyle and thanks John

  • SG

    Scott G.

    7 3 2015 19:41

    3       1

    Mark my words QE is not over surprised to hear john and Kyle think and investing as such

  • AB

    Alain B.

    7 3 2015 12:33

    0       0

    Winner takes all in innovation is a good angle, thank you. Lots of copy cats in Asia but agree that the US has realised it needed to adapt after the GFC and its best asset is innovation.

  • JG

    Jerome G.

    7 3 2015 05:00

    1       0

    Oops. did not see previous comments. thanks Millie.

  • JG

    Jerome G.

    7 3 2015 04:58

    1       0

    When was this recorded because they talked about oil at 80?

  • BL

    Bruce L.

    6 3 2015 22:45

    9       0

    "price is just a reflection of current liquidity" watch out EM bonds

  • RG

    Rajiv G.

    6 3 2015 21:51

    16       0

    Absolutely excellent....however it would be really good if there was not such a time lag between interview and when subscribers get to view.

  • dm

    dan m.

    6 3 2015 21:28

    0       0

    Badass

  • EL

    Elizabeth L.

    6 3 2015 19:24

    5       0

    Listening to this discussion absent preconceived wants, has allowed my mind to be flooded with insights into my investing mind, into new ways to think about global markets & portfolio management.

  • TJ

    Terry J.

    6 3 2015 19:05

    7       0

    Phenomenal interview full of so many thought provoking insights. Simply brilliant.

  • MM

    Milly M.

    6 3 2015 17:56

    7       1

    Richard, if you press the 'I' icon of the video you'll find the date the video was filmed. This one was filmed on Oct. 31, 2014.

  • KS

    Kashyap S.

    6 3 2015 17:11

    9       0

    The last 8 mins was the best part, where he spoke about his philosophy and how it tied in with his investing. Only thing missing was a view on currencies.

  • RF

    Richard F.

    6 3 2015 16:40

    46       0

    RVTV- is there a way that you can date when the interviews take place - not just the date published. This interview may have been in Oct. 2014. When he talks about Feb. I assume he means 2014- not 15?

  • NP

    Nirav P.

    6 3 2015 15:58

    2       0

    Excellent !! Smooth flowing conversation...!!