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Making Big Gains In Bear Markets (w./ Christian Putz)

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Manage episode 340626726 series 2859341
Indhold leveret af Capital Employed Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Capital Employed Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

For this episode we had the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners, a London-based investment boutique.

Their goal is to generate attractive returns over the long run by outperforming during market downturns whilst maintaining strong performance during market rallies.

In this episode Christian discusses...

  • How his love of investing started in his youth by turning 5k into 100k.
  • How the Russian bear market of 2011-15 shaped his investment approach.
  • How he structures his portfolio to benefit in bear markets.
  • His thesis for investing in Daqo New Energy and Allkem.

More information about Christian and his firm can be found at arrinvestments.com

*Apologies for the sound quality in parts of this recording.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

--->

SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

FOLLOW

You can follow the podcast on:

Website
Twitter
LinkedIn
YouTube

--->

DISCLAIMER

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

  continue reading

63 episoder

Artwork
iconDel
 
Manage episode 340626726 series 2859341
Indhold leveret af Capital Employed Podcast. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Capital Employed Podcast eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

For this episode we had the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners, a London-based investment boutique.

Their goal is to generate attractive returns over the long run by outperforming during market downturns whilst maintaining strong performance during market rallies.

In this episode Christian discusses...

  • How his love of investing started in his youth by turning 5k into 100k.
  • How the Russian bear market of 2011-15 shaped his investment approach.
  • How he structures his portfolio to benefit in bear markets.
  • His thesis for investing in Daqo New Energy and Allkem.

More information about Christian and his firm can be found at arrinvestments.com

*Apologies for the sound quality in parts of this recording.

Hosted by Jon Kingston
https://twitter.com/equitybaron

--->

NEWSLETTER

Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com

--->

SUPPORT

If you enjoy the podcast you can help support the show by doing the following:

Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed

Leave a review on your podcast player.

Or simply share the episode with your investing friends.

Thanks for listening.

--->

FOLLOW

You can follow the podcast on:

Website
Twitter
LinkedIn
YouTube

--->

DISCLAIMER

Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.

#investing #stocks #finance #business #smallcaps #entrepreneurs

---

Produced by kingsizemetrics.com

  continue reading

63 episoder

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