Geopolitical Landscape in 2024: China vs. United States

Mark Hart is the CEO and Chief Investment Officer of Corriente Advisors and an active investor in private technology companies.

Throughout his career, Mark has developed a unique process and reputation for identifying potentially powerful macro and investment trends and opportunities ahead of consensus. Mark’s contributions and concepts have been widely showcased across various popular media platforms, earning him invitations to speak at prestigious gatherings of investment professionals in the Western world.

We discuss: 

- Betting against the housing market in 2008

- How Mark developed his macro thesis

- Thoughts on China, inflation, bitcoin and AI

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Links

Mark on X

Corriente Advisors

Topics

(00:00:00) - Intro

(00:03:54) - Mark’s career 

(00:10:49) - How do you think about research?

(00:15:44) - Betting against the housing market in ’08 (X)

(00:23:52) - The China trade

(00:25:19) - The European sovereign debt crisis

(00:29:00) - How do you research a global trade?

(00:31:52) - Mark on rebuilding his approach to life

(00:37:44) - Thoughts on China in 2024

(00:46:55) - Inflation

(00:53:12) - Bitcoin

(01:00:52) - AI

(01:04:56) - Cannabis

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