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132 Barometer's David Burrows: Whats What in This Stormy and Tricky Market?

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Manage episode 346457649 series 3039185
内容由Pierre Daillie提供。所有播客内容(包括剧集、图形和播客描述)均由 Pierre Daillie 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

David Burrows, President & Chief Investment Strategist, at Barometer Capital Management joins us for an in depth discussion on the markets, inflation, monetary policy, outlook, his base case, and exchanges his contrarian case for what possibly lies in the future vis-à-vis domestic and global economics, as well as sharing a few of his surprising ideas regarding what he's doing in the alternative investing space.

David provides the Barometer team with macro driven quantitative analysis. Covering mobile markets and asset classes, Barometer tactically manages investment portfolios, targeting structural revaluations.

David co-founded Barometer Capital Management, in 1991 after beginning his career in 1986 with the Private Client Group at Scotia McLeod. With Greg Guichon, David sits on the firm’s investment policy committee and is responsible for the overall construction and daily review of all client portfolios.

David is a frequent guest as a market commentator on CTV, CBC and BNN Bloomberg.

Barometer manages discretionary investment portfolios for private investors, foundations and endowment funds. Their stated purpose is to earn consistent, absolute returns while preserving capital. In an industry that measures success by relative performance to the market, Barometer is unique for its commitment to, and history of, producing consistent absolute returns.

=======================

Where to find David Burrows

=======================

David Burrows on Linkedin

David Burrows, Barometer Capital Management

=======================

Where to find the Raise Your Average crew:

=======================

ReSolve Asset Management

ReSolve Asset Management Blog

Mike Philbrick on Linkedin

Rodrigo Gordillo on Linkedin

Adam Butler on Linkedin

Pierre Daillie on Linkedin

Joseph Lamanna on Linkedin

AdvisorAnalyst.com

*****

"You don't have to be brilliant, just wiser than the other guys, on average, for a long time." Charlie Munger

Welcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars.

We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.

Music credit: In Hip Hop, Paul Velchev (8MJZA6T3LK)

  continue reading

163集单集

Artwork
icon分享
 
Manage episode 346457649 series 3039185
内容由Pierre Daillie提供。所有播客内容(包括剧集、图形和播客描述)均由 Pierre Daillie 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

David Burrows, President & Chief Investment Strategist, at Barometer Capital Management joins us for an in depth discussion on the markets, inflation, monetary policy, outlook, his base case, and exchanges his contrarian case for what possibly lies in the future vis-à-vis domestic and global economics, as well as sharing a few of his surprising ideas regarding what he's doing in the alternative investing space.

David provides the Barometer team with macro driven quantitative analysis. Covering mobile markets and asset classes, Barometer tactically manages investment portfolios, targeting structural revaluations.

David co-founded Barometer Capital Management, in 1991 after beginning his career in 1986 with the Private Client Group at Scotia McLeod. With Greg Guichon, David sits on the firm’s investment policy committee and is responsible for the overall construction and daily review of all client portfolios.

David is a frequent guest as a market commentator on CTV, CBC and BNN Bloomberg.

Barometer manages discretionary investment portfolios for private investors, foundations and endowment funds. Their stated purpose is to earn consistent, absolute returns while preserving capital. In an industry that measures success by relative performance to the market, Barometer is unique for its commitment to, and history of, producing consistent absolute returns.

=======================

Where to find David Burrows

=======================

David Burrows on Linkedin

David Burrows, Barometer Capital Management

=======================

Where to find the Raise Your Average crew:

=======================

ReSolve Asset Management

ReSolve Asset Management Blog

Mike Philbrick on Linkedin

Rodrigo Gordillo on Linkedin

Adam Butler on Linkedin

Pierre Daillie on Linkedin

Joseph Lamanna on Linkedin

AdvisorAnalyst.com

*****

"You don't have to be brilliant, just wiser than the other guys, on average, for a long time." Charlie Munger

Welcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars.

We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.

Music credit: In Hip Hop, Paul Velchev (8MJZA6T3LK)

  continue reading

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