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#349 - Mark Hart - CEO/CIO Corriente Advisors - How He Predicted The ‘08 Housing Market Crash (And Won BIG)
Manage episode 414496725 series 2469364
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
https://www.thefortpod.com/survey
Links
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
Support our Sponsors:
Better Pitch: https://bit.ly/42d9L0I
Relay Human Cloud: https://bit.ly/3sjQcaY
Fort Capital: https://bit.ly/FortCapital
Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/
Chris on Social Media:
LinkedIn: https://bit.ly/45gIkFd
Watch The Fort on YouTube: https://bit.ly/3oynxNX
Visit our website: https://bit.ly/43SOvys
Leave a review on Apple: https://bit.ly/45crFD0
Leave a review on Spotify: https://bit.ly/3Krl9jO
The FORT is produced by Johnny Podcasts
367 episode
Manage episode 414496725 series 2469364
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
https://www.thefortpod.com/survey
Links
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
Support our Sponsors:
Better Pitch: https://bit.ly/42d9L0I
Relay Human Cloud: https://bit.ly/3sjQcaY
Fort Capital: https://bit.ly/FortCapital
Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/
Chris on Social Media:
LinkedIn: https://bit.ly/45gIkFd
Watch The Fort on YouTube: https://bit.ly/3oynxNX
Visit our website: https://bit.ly/43SOvys
Leave a review on Apple: https://bit.ly/45crFD0
Leave a review on Spotify: https://bit.ly/3Krl9jO
The FORT is produced by Johnny Podcasts
367 episode
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