How to Be a Portfolio Problem Solver

Our next guest started his firm back in 2012, and we’re talking to him at a special moment in the company’s evolution as it starts to gain outside capital and make its mark in the industry. Listen in to gain insights into how a manager started his firm in the current environment, the inside view on currencies as an asset class, and much more.

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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

In This Episode, You’ll Learn:

• How Mark was interested in finance from a very early age and learned from his adoptive parents.
• About his time studying macroeconomics in college.
• The story of his career and how it took a windy series of turns before heading into the financial market.
• His time studying currencies when he was in law school and his time as lawyer.
• How he started getting into the financial markets by investing in stocks in the late 90s.
• How he quit his job as a lawyer and planned to go into the financial services sector.
• His ventures into the currency markets and why he considered them in the first place.
• How he started by managing his own money.
• What he sees in currencies as an asset class and how he describes that to investors.
• How the currency market has changed throughout the years.
• How he decided to launch his business in 2012 and how he got organized to take outside capital.
• How he built the organization and his business.
• What kind of organization he would like to grow into in the future.
• Why culture in a small company is a very important issue.
• How he looks at track record, being such a young company.
• How he created the models he uses for his strategy.
• The example of the Euro and what Mark predicts for the currency in 5 years.
• His thoughts on the Swiss Franc and the historical context of its value.
• The Singapore Dollar and how it is likened to the Swiss Franc.
• How many currencies he trades.
• How he thinks about diversification.

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Resources & Links Mentioned in this Episode:

• Mark mentions the book A Random Walk Down Wall Street in this episode.
• Mark has authored many white papers on currencies, including:
• Currency Investing: An Alpha-Rich Environment
• How to Invest When Both Stocks and Bonds are Overpriced
• The Case for Currencies as an Asset Class Becomes Stronger

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

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