John Hempton - Mass Mania

David Clark

Koda Capital


John comes back onto Inside The Rope to highlight his views of the market, including the current volatility and headline-grabbing trades such as the Gamestop short squeeze; alongside other areas of the market that John believes could be in, or heading towards bubble territory.

He and David also discuss recent market performance and retail inflows into financial markets which John refers to as "Mass Mania", causing valuations of companies to move into areas that would have never been previously forecast creating bubble-like conditions.

John has been a financial markets professional since 1999 and is Chief Investment Officer, Founder and co-owner at Bronte.

John was Head of Financials at Platinum Asset Management and its youngest partner. After Platinum listed in 2007, John started Bronte Capital in 2009.

Not already a Livewire member?

Sign up today to get free access to investment ideas and strategies from Australia’s leading investors.

More podcasts

If you're enjoying Inside the Rope and don't want to miss a future episode, click 'follow' below to get notified when a new episode is released.

Follow on Facebook

........
This research note has been prepared without consideration of any client's investment objectives, financial situation or needs. Before acting on any advice in this document, Koda Capital Pty Ltd recommends that you consider whether this is appropriate for your circumstances. While this document is based on the information from sources which are considered reliable, Koda Capital Pty Ltd, its directors, employees and consultants do not represent, warrant or guarantee, expressly or impliedly, that the information contained in this document is complete or accurate. Koda does not accept any responsibility to inform you of any matter that subsequently comes to its notice, which may affect any of the information contained in this document. © Copyright Koda Capital 2020 | AFSL: 452 581 | ABN: 65 166 491 961 | www.kodacapital.com

David Clark
Adviser & Partner
Koda Capital

David Clark is an Adviser & Partner at Koda Capital. In his podcast ‘Inside the Rope’, David interviews some of the leading minds in wealth management.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.