Artwork

Conteúdo fornecido por Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Player FM - Aplicativo de podcast
Fique off-line com o app Player FM !

Scott Bessent - Macro Maven (EP.415)

1:01:33
 
Compartilhar
 

Manage episode 448431024 series 3558418
Conteúdo fornecido por Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at Soros Fund Management, the first for a decade under Stan Druckenmiller and the second for five as CIO. In between, Scott launched a hedge fund, retired, and joined me at Protégé Partners when he learned retirement wasn’t for him.

Following his second tour at Soros, Scott started Key Square with $4.5 billion, one of the largest hedge fund launches in history. Scott has been profiled in two best-selling investment books, Steve Drobny’s Inside the House of Money and Sebastian Mallaby’s More Money than God.

Our conversation covers Scott’s investment path learning research from Jim Rogers, short selling from Jim Chanos, global macro investing from George Soros and Stan Druckenmiller, and twice hanging his own shingle. We discuss high-conviction ideas, asymmetric asset selection, position sizing, risk management, a hub and spoke approach, and core challenges of the global macro hedge fund business.

I once told Scott that he could read the newspaper six months ahead of time because I had never encountered someone with his ability to connect dots and imagine investments others had not considered. His interest in improving the country’s economic picture has led him to shed his publicity-shy nature, and I’m grateful for the opportunity to share his story. Take Capital Allocators Audience Engagement Survey

Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

  continue reading

655 episódios

Artwork
iconCompartilhar
 
Manage episode 448431024 series 3558418
Conteúdo fornecido por Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Scott Bessent is the CEO and CIO of Key Square Group and a renowned global macro investor. His 40-year investment career has included two stints at Soros Fund Management, the first for a decade under Stan Druckenmiller and the second for five as CIO. In between, Scott launched a hedge fund, retired, and joined me at Protégé Partners when he learned retirement wasn’t for him.

Following his second tour at Soros, Scott started Key Square with $4.5 billion, one of the largest hedge fund launches in history. Scott has been profiled in two best-selling investment books, Steve Drobny’s Inside the House of Money and Sebastian Mallaby’s More Money than God.

Our conversation covers Scott’s investment path learning research from Jim Rogers, short selling from Jim Chanos, global macro investing from George Soros and Stan Druckenmiller, and twice hanging his own shingle. We discuss high-conviction ideas, asymmetric asset selection, position sizing, risk management, a hub and spoke approach, and core challenges of the global macro hedge fund business.

I once told Scott that he could read the newspaper six months ahead of time because I had never encountered someone with his ability to connect dots and imagine investments others had not considered. His interest in improving the country’s economic picture has led him to shed his publicity-shy nature, and I’m grateful for the opportunity to share his story. Take Capital Allocators Audience Engagement Survey

Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

  continue reading

655 episódios

Усі епізоди

×
 
Loading …

Bem vindo ao Player FM!

O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.

 

Guia rápido de referências