Nippon Part 2 – Russell Clark HedgeD podcast

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Indhold leveret af Nick Taylor, Morgan Creek Capital Management, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Nick Taylor, Morgan Creek Capital Management, and LLC 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.

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Nippon Part 2 – Russell Clark

3+ y ago 1:19:45

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Indhold leveret af Nick Taylor, Morgan Creek Capital Management, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Nick Taylor, Morgan Creek Capital Management, and LLC 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.

Russell Clark is one of the great macro thinkers of our day and has been visiting / investing in Japan for decades. In this episode, we talk to Russell about investing in Japan as a Gaijin (“a foreigner”) and what an uptick in inflation, driven by higher food prices, could mean for JGBs, the Yen and Japanese Trading Houses. Mark Yusko’s lightning round at the end of the episode is particularly on point – you don’t want to miss it.

Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com

Follow us on Twitter @HedgeD_Podcast

Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/

… continue reading

45 episoder

#Trading #Business #Nick Taylor #LLC #Morgan Creek Capital Management #Finance #Investing #Hedgefund

Artwork

Nippon Part 2 – Russell Clark

published 3+ y ago

Del

MP3•Episode hjem

Indhold leveret af Nick Taylor, Morgan Creek Capital Management, and LLC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Nick Taylor, Morgan Creek Capital Management, and LLC 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.

Russell Clark is one of the great macro thinkers of our day and has been visiting / investing in Japan for decades. In this episode, we talk to Russell about investing in Japan as a Gaijin (“a foreigner”) and what an uptick in inflation, driven by higher food prices, could mean for JGBs, the Yen and Japanese Trading Houses. Mark Yusko’s lightning round at the end of the episode is particularly on point – you don’t want to miss it.

Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com

Follow us on Twitter @HedgeD_Podcast

Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/

… continue reading

45 episoder

#Trading #Business #Nick Taylor #LLC #Morgan Creek Capital Management #Finance #Investing #Hedgefund

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