Passport Global

John Burbank, Passport Capital: Notes from UTIMCO 20th Anniversary Event

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Notes from UTIMCO 20th Anniversary Event
March 3, 2016

Audio:
http://videoportal.utsystem.edu/Mediasite/Play/c28fc472b4194850893c1b895d447a251d

John Burbank, Passport Capital:
? [~Minute 9] Markets' ability to discounting future overrated. Markets do a bad job of seeing
recessions until they're obvious. Last two years have seen liquidity deteriorate in advance of that
? Views: macro, bottom-up and quant/risk (regression to mean and flows)
? Quant is the most active trading strategy in the markets now, creating lots of changes in
momentum
? Quant: basically reversion to the mean . . .

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