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Making Big Gains In Bear Markets (w./ Christian Putz)
Manage episode 340626726 series 2859341
For this episode we had the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners, a London-based investment boutique.
Their goal is to generate attractive returns over the long run by outperforming during market downturns whilst maintaining strong performance during market rallies.
In this episode Christian discusses...
- How his love of investing started in his youth by turning 5k into 100k.
- How the Russian bear market of 2011-15 shaped his investment approach.
- How he structures his portfolio to benefit in bear markets.
- His thesis for investing in Daqo New Energy and Allkem.
More information about Christian and his firm can be found at arrinvestments.com
*Apologies for the sound quality in parts of this recording.
Hosted by Jon Kingston
https://twitter.com/equitybaron
--->
NEWSLETTER
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com
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SUPPORT
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed
Leave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
--->
FOLLOW
You can follow the podcast on:
--->
DISCLAIMER
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
#investing #stocks #finance #business #smallcaps #entrepreneurs
---
Produced by kingsizemetrics.com
63 епізодів
Manage episode 340626726 series 2859341
For this episode we had the pleasure of being joined by Christian Putz, Founder and Portfolio Manager of ARR Investment Partners, a London-based investment boutique.
Their goal is to generate attractive returns over the long run by outperforming during market downturns whilst maintaining strong performance during market rallies.
In this episode Christian discusses...
- How his love of investing started in his youth by turning 5k into 100k.
- How the Russian bear market of 2011-15 shaped his investment approach.
- How he structures his portfolio to benefit in bear markets.
- His thesis for investing in Daqo New Energy and Allkem.
More information about Christian and his firm can be found at arrinvestments.com
*Apologies for the sound quality in parts of this recording.
Hosted by Jon Kingston
https://twitter.com/equitybaron
--->
NEWSLETTER
Join the newsletter for more investment ideas ->
https://capitalemployed.substack.com
--->
SUPPORT
If you enjoy the podcast you can help support the show by doing the following:
Buy the team a coffee (the stimulating effect of the coffee beans keeps us going).
https://www.buymeacoffee.com/capitalemployed
Leave a review on your podcast player.
Or simply share the episode with your investing friends.
Thanks for listening.
--->
FOLLOW
You can follow the podcast on:
--->
DISCLAIMER
Please note this podcast is for education and information only. Stocks, or investment themes, covered in the show are not recommendations. Please do your own research before investing in any stock, fund, product, or service.
#investing #stocks #finance #business #smallcaps #entrepreneurs
---
Produced by kingsizemetrics.com
63 епізодів
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