John Burbank, founder of Passport Capital LLC, talks about emerging markets investment strategy. Burbank speaks with Erik Schatzker and Stephanie Ruhle on Bloomberg Television's "Market Makers." Mark Yusko of Morgan Creek Capital Management LLC also speaks. We have discussed why Burbank likes Saudi, and he discussed the topic in detail in his shareholder letter. We also posted a recent presentation, which Yusko gave.
The bloomberg video is embedded below: