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#349 - Mark Hart - CEO/CIO Corriente Advisors - How He Predicted The ‘08 Housing Market Crash (And Won BIG)

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Manage episode 414496725 series 2469364
Content provided by Chris Powers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris Powers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.

https://www.thefortpod.com/survey

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

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:

X: 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

The FORT is produced by Johnny Podcasts

  continue reading

351 episodes

Artwork
iconShare
 
Manage episode 414496725 series 2469364
Content provided by Chris Powers. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Chris Powers or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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

We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.

https://www.thefortpod.com/survey

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

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:

X: 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

The FORT is produced by Johnny Podcasts

  continue reading

351 episodes

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