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
Links:
Mark on X - https://twitter.com/MarkHar13514700
Corriente Advisors - http://www.corrientecapital.com/
Topics:
00:00:00 - Intro
00:01:00 - Mark’s career
00:08:43 - How do you think about research?
00:14:12 - Betting against the housing market in ’08
00:22:50 - The China trade
00:24:26 - The European sovereign debt crisis
00:28:27 - How do you do research on a global trade?
00:31:34 - Mark on rebuilding his approach to life
00:37:55 - Thoughts on China in 2024
00:48:08 - Inflation
00:55:01 - Bitcoin
01:03:17 - AI
01:07:38 - Cannabis
Chris on Social Media:
Twitter: https://bit.ly/3BYIjcH
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