There be Tigers cubs here
Global macro is undoubtedly one of the most pursued styles in the hedge fund world, and for the monkeys interested in it, you might find this to your liking.
Opalesque TV has recently interviewed Argonaut Capital founder David Gerstenhaber about global macro and the Tiger cub had a lot interesting things to say about it.
A former economist at Morgan Stanley, Gerstenhaber entered the macro arena when he joined Tiger as partner back in the 80’s.
He talks about how much of a swashbuckling experience it was back then; where making big bets for abnormal returns with limited risk management was de rigueur and where volatility was not a big issue.
He also shares how much the industry has changed since then, from the prioritizing of risk management after the dot com bubble, how it compares to other investment styles, and what he sees in the future for the macro field.
The insight into how Argonaut operates is pretty good as well.
Video after the jump.
Stay tuned for my exclusive with George Soros, a few hundred more calls and he’s bound to pick up.
Awesome find!
Not sure why they show Chicago in the opening.
Great video!
this is awesome, thanks Jorge
I have an interview next semester for a FT analyst position with a firm that works closely with Paulson and Robertson. Perhaps next summer I can have a Q&A with the Tiger himself.
What do you guys mean by 'Tiger Cub'?
Nevermind, found the answer on wikipedia.
Gerstenhaber seems awful serious after watching the PTJ video.
Do you still have the link to it? I burnt mine to a cd but I couldn't find it anymore...
Tiger Cub David Gerstenhaber is a trained economist and runs today the hedge fund Argonaut Capital Management. Gerstenhaber, who started trading stocks at the age of 14, on OpalesqueTV explains his approach of Global Macro investing, and what gives his firm an edge in the highly competitive hedge fund industry. http://www.opalesque.tv/youtube/David_Gerstenhaber/1
Fuck! I have two papers and interviews to prepare for and I have to find this website. I'm boned.
Pmed you Jorge. I'd rather not post it even though it's current location is probably hard to take down.
Got it Goodbread, thanks man.
Yeah, all the PTJ videos get taken down pretty fast actually. I had a torrent working before, but I also have a digital copy if anyone needs it
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