John Burbank Not Expecting The Fed To Raise Rates Anytime Soon


Passport Capital Managing Partner John Burbank discusses his outlook for U.S. equities and discusses the dollar and Fed policy. He speaks on “Market Makers” from the 2015 Las Vegas Skybridge Alternatives Conference. (Source: Bloomberg)

John Burbank: I’m Positive On U.S. Equities

Seth Klarman: Investors Can No Longer Rely On Mean Reversion

Volatility"For most of the last century," Seth Klarman noted in his second-quarter letter to Baupost's investors, "a reasonable approach to assessing a company's future prospects was to expect mean reversion." He went on to explain that fluctuations in business performance were largely cyclical, and investors could profit from this buying low and selling high. Also Read More