Bestselling author Jack Schwager sits down with Opalesque.TV to discuss the findings from his latest book, Market Sense and Nonsense.
Showing posts with label Opalesque. Show all posts
Showing posts with label Opalesque. Show all posts
Thursday, December 20, 2012
Friday, November 16, 2012
Simon Lack On The Hedge Fund Mirage
In this Opalesque.TV video, Simon talks about how his firm SL Advisors aims to generate income in a world of negative real rates, basically through the following three strategies: Investments in Master Limited Partnerships (MLPs), Deep Value Equity and a Hedged Dividend Capture Strategy.
Simon also talks about “The Hedge Fund Mirage”, his book that received some controversy stating “if all the money that's ever been invested in hedge funds had been in treasury bills, the results would have been twice as good.”
Simon also talks about “The Hedge Fund Mirage”, his book that received some controversy stating “if all the money that's ever been invested in hedge funds had been in treasury bills, the results would have been twice as good.”
Steve Diggle: From Artradis to Vulpes
Steve Diggle is the co-founder of Artradis Fund Management, a hedge fund group significantly focused on arbitrage and volatility trading in Asia.
Wednesday, September 5, 2012
Interview with Michael Wexler (Maple Leaf Capital)
Veteran volatility trader Michael Wexler from Maple Leaf Capital explains how investors can actually profit from volatility by employing strategies that make more money in higher volatility than low vol environments. This is possible because the dislocation in the pricing of options between fair value and actual trading is greater at higher volatility levels.
Alexander Ineichen on the investment case for hedge funds
Alexander Ineichen is the author of "Absolute Returns ― The Risk and Opportunities of Hedge Fund Investing" and “Asymmetric Returns―The Future of Active Asset Management”
Thursday, July 5, 2012
David Baran: Profiting from Japan M&A boom
David Baran, Co-Founder of Symphony Financial Partners, has over 20 years of experience investing in Asia. He has lived in Asia and Japan for nearly 3 decades and is fluent in Japanese.Baran's SFP Value Realization Fund was launched in September 2003 when Nikkei was about 9,500. The index has fallen since then, yet his fund is still up 56% after fees.
"Investors in the U.S. equity markets would be falling over themselves to invest in a company like these - net cash, strong business moat and growth prospects,"
Hear David speak about:
* The 8 reasons why management buyouts are gaining popularity
* Why you need catalysts to unlock value in Japan equities
* What investors are missing by considering Japan as an "asset class"
* How to avoid "value traps"
* Considering tail risk: Why Baran's Sinfonietta hedge fund is "geared towards a disorderly market"
"Investors in the U.S. equity markets would be falling over themselves to invest in a company like these - net cash, strong business moat and growth prospects,"
Hear David speak about:
* The 8 reasons why management buyouts are gaining popularity
* Why you need catalysts to unlock value in Japan equities
* What investors are missing by considering Japan as an "asset class"
* How to avoid "value traps"
* Considering tail risk: Why Baran's Sinfonietta hedge fund is "geared towards a disorderly market"
Tuesday, June 26, 2012
Danny Yong (Dymon): Asia's rising hedge fund titan
Danny Yong is a widely respected veteran of Asian macro markets. His firm, Dymon Asia, one of the largest hedge funds in Asia, is a Singapore-based Asian Global Macro hedge fund funded by Tudor. The fund has had solid returns in 2009, 2010, and 2011.
(This interview is from 2011)
Interview with Cavenagh Capital (Asian RV Macro)
Cavenagh Capital believe that alpha is achieved though understanding that “fat tails” have become common. Cavenagh focuses on being right about the direction of probability, rather than the direction of the market per se. Trades are structured with an asymmetrical profit and loss outcome from the assessed universe opotential outcomes.
In this Opalesque interview Cavenagh Capital's CIO Lee Ka Shao explains how statistical concepts help macro traders deal with a changed world:
- Markets have become heteroskedastic, meaning that standard deviation of random errors not constant
- The move from unimodal to bimodal world (“risk on – risk off”) deeply affects global macro
In this Opalesque interview Cavenagh Capital's CIO Lee Ka Shao explains how statistical concepts help macro traders deal with a changed world:
- Markets have become heteroskedastic, meaning that standard deviation of random errors not constant
- The move from unimodal to bimodal world (“risk on – risk off”) deeply affects global macro
Interview with Kerrisdale Capital on Chinese scams
Sahm Adrangi is the founder and CIO of Kerrisdale Capital, a value-oriented and special situations fund based in New York. Mr. Adrangi is a leading expert on Chinese stock scams and has shared in-depth research with the investment community on fraudulent U.S.-listed Chinese companies.
Learn from Sahm in this fascinating Opalesque interview how fraudsters recklessly set up phony firms and produce false reports. However, such stock scams can also occur in non-Chinese companies, particularly in sectors that lend themselves to “stories”, such as tech, biotech, metals & mining, oil & gas, etc.
Learn from Sahm in this fascinating Opalesque interview how fraudsters recklessly set up phony firms and produce false reports. However, such stock scams can also occur in non-Chinese companies, particularly in sectors that lend themselves to “stories”, such as tech, biotech, metals & mining, oil & gas, etc.
Interview with Guan Ong (Blue Rice)
Blue Rice Investment Management was set up by Guan Ong, previously the CIO of Korea's sovereign wealth fund, Korea Investment Corp (KIC). The firm is based in Singapore and invests into Asian dollar-denominated corporate credit.
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