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Innhold levert av Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Superinvestors and the Art of Worldly Wisdom and Jesse Felder eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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#9: Mark Yusko on Gut Instinct (and Why His Says We're Headed for a Crash)

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Manage episode 183101001 series 1452134
Innhold levert av Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Superinvestors and the Art of Worldly Wisdom and Jesse Felder eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Mark Yusko cut his teeth co-managing the endowment portfolio at Notre Dame and then putting together a team to do the same for the University of North Carolina. From there he setup a fund of hedge funds for Julian Robertson to take advantage of the talent Julian had identified at Tiger Management. Today, he oversees $3 billion at his firm Morgan Creek Capital Management. Mark is one of the most avid and astute students of value investing as a discipline I've come across. In this conversation we discuss his evolution as an investor, how and why he learned to listen to his gut and what it's telling him today: that we could be headed for a stock market crash. For notes, links and charts related to this episode visit TheFelderReport.com/podcast.
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57 episoder

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Manage episode 183101001 series 1452134
Innhold levert av Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Superinvestors and the Art of Worldly Wisdom and Jesse Felder eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Mark Yusko cut his teeth co-managing the endowment portfolio at Notre Dame and then putting together a team to do the same for the University of North Carolina. From there he setup a fund of hedge funds for Julian Robertson to take advantage of the talent Julian had identified at Tiger Management. Today, he oversees $3 billion at his firm Morgan Creek Capital Management. Mark is one of the most avid and astute students of value investing as a discipline I've come across. In this conversation we discuss his evolution as an investor, how and why he learned to listen to his gut and what it's telling him today: that we could be headed for a stock market crash. For notes, links and charts related to this episode visit TheFelderReport.com/podcast.
  continue reading

57 episoder

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