Josh Ayers – Think Piece

Published on
24 September, 2014
Topic
Japan, Latin America, Macro
Duration
22 minutes
Asset class
Equities

Josh Ayers – Think Piece

Featuring Josh Ayers

In the Think Piece series some of the most lateral and brilliant thinkers in modern finance tell us what is on their mind at the moment.

Consider it an informal walk around the inside of their heads.

In this film Josh Ayers, President of Paradarch Advisors tells us what is on his radar.

Published on
24 September, 2014
Topic
Japan, Latin America, Macro
Duration
22 minutes
Asset class
Equities
Rating
3
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Comments

  • my

    markettaker y.

    30 7 2018 15:41

    1       0

    Anyone know what happened to this guy? It seems the YPF call wasn't all that well-timed. But apparently Paradarch is out of business and Ayers is now at some vanilla mutual fund shop: https://www.barrowhanley.com/team

    If this guy got carried out, that's crazy.

  • RM

    Ritwik M.

    30 4 2018 04:13

    1       0

    This was really good

  • CR

    Chris R.

    12 1 2015 12:38

    2       0

    Outstanding, unique insights.

  • DK

    Deane K.

    30 9 2014 19:08

    2       0

    His letter is always thought stimulating instructive for those who are interested.

  • RP

    Raoul P.

    28 9 2014 16:10

    1       0

    TH - As with all of our interviews, the contact details are on the flip side of cards in the carousel

  • TK

    Thomas K.

    27 9 2014 20:06

    0       0

    Great interview - how can I hear more from him? Is his Right Tale letter available?

  • AB

    Arthur B.

    27 9 2014 05:16

    1       0

    Look forward to the next time he is interviewed.

  • BL

    Bruce L.

    24 9 2014 21:57

    0       0

    One of the only people I have ever heard acknowledge the brilliance of Buffett's use of the insurance business as his funding source.

  • CB

    Cliff B.

    24 9 2014 13:56

    0       0

    Very interesting idea!!

  • WW

    Worth W.

    24 9 2014 13:45

    9       0

    Josh was the lead analyst at one of the single most thoughtful hedge fund teams on the planet. Brilliant guy & THRILLED to see him here.

  • PJ

    Paul J.

    24 9 2014 09:58

    4       0

    Good to get a different view of Japan for a change. This makes sense.