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Episode 119: John Hempton - Cutting through the uncertainty

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Manage episode 330212700 series 1523047
Indhold leveret af Inside the Rope with David Clark and David Clark. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Inside the Rope with David Clark and David Clark 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.
John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest. John touches on several key topics that are currently being discussed by investors. such as Russia's invasion of Ukraine, the impact China's Covid-Zero policy is having on supply chains, as well as green technology and the capital expenditure necessary to allow countries to go entirely carbon zero. Finally, John touches on where Bronte is currently looking for opportunities today, including countries in central and eastern Europe such as Poland. John has been a financial markets professional since 1999 and is Chief Investment Officer, Founder and co-owner at Bronte. John was Head of Financials at Platinum Asset Management and its youngest partner. After Platinum listed in 2007, John started Bronte Capital in 2009.
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180 episoder

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iconDel
 
Manage episode 330212700 series 1523047
Indhold leveret af Inside the Rope with David Clark and David Clark. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Inside the Rope with David Clark and David Clark 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.
John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest. John touches on several key topics that are currently being discussed by investors. such as Russia's invasion of Ukraine, the impact China's Covid-Zero policy is having on supply chains, as well as green technology and the capital expenditure necessary to allow countries to go entirely carbon zero. Finally, John touches on where Bronte is currently looking for opportunities today, including countries in central and eastern Europe such as Poland. John has been a financial markets professional since 1999 and is Chief Investment Officer, Founder and co-owner at Bronte. John was Head of Financials at Platinum Asset Management and its youngest partner. After Platinum listed in 2007, John started Bronte Capital in 2009.
  continue reading

180 episoder

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