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Season 2, Episode 5: Global Crisis Investing Through ‘Psychological Arbitrage’

Published February 18, 2020

With Philip Reade, Helm Investment Partners

Philip Reade, founder and managing partner at Helm Investment Partners, joins the podcast to discuss his approach to crisis investing on a global basis.

Reade does not follow the “buy when everybody else panics” maxim. Instead, he searches first for a country that is emerging from a crisis and then buys that market’s largest, most liquid public equities. Helm Investment Partners seeks to capture shifts in the “psychological cycle” where the perception of a market changes.

Content:

  • Reade’s approach and how it’s different from value investing (1:12)
  • Identifying buying opportunities (5:35)
  • Timing the purchases is just as important as identifying the opportunity (15:30)
  • Some of the firms’ investments in 2019 (19:09)
  • When to sell positions (20:30)
  • Reade’s “origin story” of how he came to investing (23:51)
  • Where are the opportunities now? (30:30) Greece (31:29), Turkey (32:09), Chile (33:36), Pakistan (35:04)
  • China and the coronavirus (37:57)
  • Potential future investment targets in Egypt, Mexico, Argentina (39:25)
  • Why there is still upside in Greece (42:42)

Highlights From Our YouTube Channel

For more information about Philip Reade and Helm Investment Partners, visit HelmIP.com.

Not intended as investment advice.

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Season 2, Episode 1: The Next Market Meltdown is Coming

Published January 16, 2020

Sunrise Capital’s Chris Stanton on the What, When, and Where

Chris Stanton, chief investment officer at Sunrise Capital, rejoins the podcast to discuss his bearish views on the market at the start of 2020.

There are reasons to believe a market correction is overdue, Stanton says. Risk is everywhere: geopolitical, volatility, repo markets. A drop of 18% to 20% can be expected before March 31.

Highlights:

  • “Rest assured, we’re heading for a correction and I would argue it’s going to be terrifying when it comes” (5:43)
  • The “Phase 1” deal with China is a temporary measure that will be revoked if Donald Trump wins reelection in November (9:55)
  • A likely catalyst for a correction is in the repo market (11:36)
  • A “volatility-led sell off” is likely before the end of the first quarter (16:12)
  • Where’s inflation? (26:34)
  • It may not take an actual headline for investors to decide equities are overbought (31:01)
  • Background on Stanton’s firm, San Diego-based Sunrise Capital (38:03)
  • The “origin story”: Background on Stanton himself (53:03)
  • What should retail investors do, right now? (1:02:49)

Highlights From Our YouTube Channel

For more information on Sunrise Capital: www.sunrisecapital.com

Not intended as investment advice.

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Season 1, Episode 26: Healthcare, Russian Natural Gas and Other Ideas for Investing in 2020

Published December 18, 2019

With Lukasz Tomicki of LRT Capital

Lukasz Tomicki of LRT Capital Management joins the podcast to discuss his investing strategy and ideas for 2020.

Contents: The case for Russian natural gas companies (3:05) and healthcare stocks (5:28). What’s to like about UnitedHealth (9:24). Background on Tomicki (13:48). Handicapping the 2020 US presidential election (20:50). The outlook for growth in the US (23:01).

Austin, Tex.-based LRT Capital is a long-biased, concentrated equity fund started by Tomicki in 2012. For more on LRT Capital, visit the firm’s website.

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