A Lesson in Liquidity

Aug 09, 2019 • Duration: 00:05:28 • Topic: Foreign Exchange, Crisis, 1997, Passport Capital, Asia, Investment Framework, Emerging markets, John Burbank, Alex Gurevich

John Burbank, CEO of Passport Capital, tells Alex Gurevich how starting his career at an emerging market hedge fund right before the 1997 Asian financial crisis informed his views on market inefficiency. He connects this experience to his belief that events with no historical precedence present unmatched opportunity for asymmetric returns. This clip is excerpted from a video published on Real Vision on July 2, 2019 entitled, “Betting on a Major Inflection Point.”

Guest Name

John Burbank

Anchor Name

Alex Gurevich

Keywords Name

Foreign Exchange, Crisis, 1997, Passport Capital, Asia, Investment Framework, Emerging markets, John Burbank, Alex Gurevich

Show Name

Perfect Timing