James Clunie – Think Piece

Featuring James Clunie

In this week’s Think Piece, James Clunie, Fund Management Director of Jupiter Absolute Return Fund, brings us a viewpoint on short-selling stocks in the States, why Japan is a bright spot on his radar, and actionable sectors around the world, particularly the UK.

Published on
11 August, 2015
Topic
Risk Management, Positioning, Investment Framework
Duration
27 minutes
Asset class
Bonds/Rates/Credit, Currencies, Equities
Rating
4

Comments

  • SS

    Sean S.

    21 9 2016 20:24

    0       0

    smoking comments on the Yuan deval

  • LA

    Linda A.

    15 12 2015 17:00

    0       0

    I love your honesty and ideas. I know that pain trade but u learn quickly from it.

  • SJ

    Suzanne J.

    31 8 2015 03:19

    0       0

    High fives, James! Excellent call on renminbi. Thank you too for your advice and insights into stock selections.

  • FP

    FAZALHUSEIN P.

    16 8 2015 20:35

    0       0

    I am impressed this guy had the conviction to short Chinese Markets a year and a half ago and put his trade accordingly...Remarkable

  • TH

    Timo H.

    16 8 2015 05:16

    0       0

    Price of this interview to subscribers? 2 dollars.
    Value of this interview to investors? A bit more :-)

  • PF

    Preston F.

    15 8 2015 13:37

    3       0

    Refreshing to listen to someone who is extraordinarily perceptive and open-minded and not invested in a particular world view.

  • SB

    Stewart B.

    15 8 2015 13:30

    1       0

    A timely call on Renminbi devaluation

  • je

    james e.

    13 8 2015 16:42

    2       0

    Can I back-date an investment with him just one week? Love his intellect and curiosity - wants to hear what others are doing. Just like Grant/Raoul - convicted but open-minded too. Outstanding!

  • Dd

    Diego d.

    13 8 2015 09:13

    5       0

    Straight to the point... No fear in showing his investment cases and their trading ideas. James Cluine deserves a Master Class in RV.

  • tW

    tgwtom W.

    12 8 2015 14:55

    3       0

    Re: China. Watching this and rewatching Mark Hart back to back is enlightening as Milton intended no doubt. (Not to forget Simon Hunt).

  • JH

    John-Erik H.

    12 8 2015 13:14

    4       0

    Prophetic on Yuan deval.
    Good for you!

  • ET

    Eric T.

    12 8 2015 11:26

    5       0

    There must have been a lot of high-fiving in the office yesterday :) Brilliant! What a thoughtful thinker. It is plainly obvious he loves what he does. Great video!

  • jS

    jurgen S.

    12 8 2015 11:11

    5       0

    Liked how he mentioned this may well be a time not to be invested at all, very similar to Simon Mikhailovich's view. Might just be one of the best think tank ideas even though it feels very odd.

  • TJ

    Terry J.

    12 8 2015 08:16

    1       0

    Excellent insights; I suspect James will be high fiving for sometime after his timely yuan devaluation bet. Fascintaitng to compare his macro hedge style with grandmaster Jim Rogers.

  • MD

    Marian D.

    12 8 2015 04:54

    3       0

    Well, those RMB-Puts might be of some value by now..
    Nice timing..

  • DH

    Dale H.

    11 8 2015 23:53

    7       0

    Wow! Impressive. Great to hear the thought process and examples. Timing on the devaluation deserves that high five twice!

  • RM

    Richard M.

    11 8 2015 23:21

    6       0

    Wow - excellent interview. Really liked the detail he went into on how he develops trade ideas. Great stuff!

  • BK

    Brian K.

    11 8 2015 20:28

    5       0

    Awesome stuff. Would love to see more bottom-up pieces in the future.

  • MM

    Milly M.

    11 8 2015 18:56

    5       0

    Agree, great video to celebrate the V day! Nice to hear a bottom-up thinker for a change too!

  • JD

    Jay D.

    11 8 2015 16:07

    8       0

    Great interview was waiting to see a Long/Short viewpoint

  • GT

    Graham T.

    11 8 2015 15:46

    11       0

    I wish I was 25 years younger!!! Kids, this is a man to work for.

  • SS

    Sam S.

    11 8 2015 14:32

    29       0

    How amazing Yuan devaluation on the day this video came available. Timing and Time. What to short?