Christopher Davis: The benefits of a changing stock market

Portfolio Manager Christopher Davis gives his view on the market in this video interview. Among other things, he talks about the end of the era of ‘easy money’, why the fundamentals matter again, and the drivers behind the recent performance in the markets.

Share the news

Disclaimer of liability

The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.

Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk

You might also find this interesting:

Stanley Druckenmiller: a strategy of Invest and Investigate

In this interview with our Norwegian friends over at Norges Bank, Stanley Druckenmiller explains how he learned to bet (really) big when the odds are heavily in your favor and how he is using a strategy of invest and investigate. Both inspired by his old colleague George Soros.

Mohnish Pabrai: How I do Security Analysis

In this interview, Mohnish Pabrai outlines his full investment strategy, emphasizing the importance of staying within his “circle of competence” and drawing lessons from seasoned investors.

Howard Marks: Don’t Rely on Economic Predictions

In a recent interview, Howard Marks argues that economic forecasting offers little value to investors. He notes that even top investors like Warren Buffett steer clear of relying on economic or market predictions when making decisions.

Aswath Damodaran: The Sugar Daddy Effect

In his latest article, NYU professor Aswath Damodaran explores the common challenges faced by three types of entities that have access to assured funding: corporate venture capital, sovereign wealth funds, and green energy investments.