Passport Global

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

Notes from UTIMCO 20th Anniversary Event
March 3, 2016


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
? Quant: basically reversion to the mean . . .


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