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Today we’re in the thick of it! this is part two of a three part series we’re doing with Chris MacIntosh, someone we were very lucky to speak to about all sorts of things ranging from trading examples to some of the bigger and more nebulous issues like what the hell is going on with central bank policy and putting the headlines aside, what does it mean for you and me and the future.
These days Chris would best be described as a macro investor, but he’s done it all from working at the biggest investment banks, to starting and running multiple businesses, to building a property portfolio, to becoming an angel investor and then venture capitalist… he really is an all-round investor in the true sense of the word. Chris specialises in profiting from opportunities he sees that have a tonne of upside potential, with minimum risk, something he has done consistently across asset classes and markets. And that’s why we lured him out onto our show.
In part 1 of our chat, Chris spoke about his formative years, and the journey that has led him to where he is now.
This is part two, which is a little different, and in this episode we speak about a tonne of stuff such as
- The way Chris identifies opportunities in the markets and assesses risk
- How psychology interferes with common sense and fundamentals
- How Chris learned to spot opportunities as a kid growing up in South Africa, and how the same opportunities are spreading through the developed world now
- Why he is seeing sentiment traders and analysts starting to look at the market differently, and why they are moving towards longer term investments
- We also speak about Counter party risk, and what you can do to minimise as much risk as possible
- And Chris also walks us through a trade he made and breaks down his thinking
Enjoy!