According to Real Vision, he’s one of the greatest investors you’ve never heard of. According to us, he ran what was (formerly) the world’s most bearish hedge fund, although at the end of 2016, after suffering substantial losses, he capitulated and went flat, after closing much of his short book.
7 Must Read Investing Books For Traders And Investors
He compares U.S. shale today to China’s steel industry in 2012 - just before it crashed. For those who missed it, here are more details on his latest short bet from his latest letter to Horseman investors:
Among the other topics covered, is Clark's take on how investing relates to poker… including why a seemingly inferior hand can actually make much more money than a hidden pair of aces.
The full interview can be found here, along with a free 7 day trial.
Article by Zero Hedge
