Le Shrub (Shrubbery Capital) Oxford Uni, Engineering, Economics and Mgmt l 2004-06 Lazard M&A l2006-2011 Event-driven / special sits investing at Paulson Partners, working with the man who did the big short, quite an inspiration l 2011-2021 Portfolio manager in special sits in Monaco and London-based funds, involved in distressed financials during European Crisis and other special sits l 2021- current: CIO at family office in Monaco with an open mandate
no
359473
00:00
start listening
Episode 322
Le Shrub
The Worst (Or Possibly Best) Investment Podcast EVER | Le Shrub
Le Shrub (Shrubbery Capital) Oxford Uni, Engineering, Economics and Mgmt l 2004-06 Lazard M&A l2006-2011 Event-driven / special sits investing at Paulson Partners, working with the man who did the big short, quite an inspiration l 2011-2021 Portfolio manager in special sits in Monaco and London-based funds, involved in distressed financials during European Crisis and other special sits l 2021- current: CIO at family office in Monaco with an open mandate
In Episode 322 of Hidden Forces, Demetri Kofinas speaks with someone he has gotten to know mainly by following his anonymous account on Twitter where he goes by the name Shrubbery Capital or Le Shrub, for short.
Le Shrub consistently provides some of the most entertaining and clever market commentary you will find anywhere and Demetri could not resist the opportunity to have him on the podcast, especially given the fact that this conversation was conducted in person.
The two spend most of the first hour discussing Le Shrub’s background, his investment philosophy, and his process for coming up with new trade ideas, as well as his experience shorting the housing market in 2008 as part of a famous team known for doing “The Big Short.” What he learned from that experience and how it applies to today’s markets is also part of that conversation.
The rest of the episode including the second hour is a deep dive into many of the topics that are top of mind right now for investors and policymakers alike. Demetri and his guest discuss the divergence between bonds and equities, the bull and bear cases for commodities, the fate of emerging markets, the bull and bear cases for different European economies, China, gold, the US Dollar, and of course, no conversation is complete today without a discussion about the investment implications of A.I., and yes, Aliens.
You can subscribe to our premium content and gain access to our premium feed, episode transcripts, and Intelligence Reports (or Key Takeaways) at HiddenForces.io/subscribe.
If you want to join in on the conversation and become a member of the Hidden Forces genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page. If you still have questions, feel free to email info@hiddenforces.io, and Demetri or someone else from our team will get right back to you.
If you enjoyed listening to today’s episode of Hidden Forces you can help support the show by doing the following:
Le Shrub (Shrubbery Capital) Oxford Uni, Engineering, Economics and Mgmt l 2004-06 Lazard M&A l2006-2011 Event-driven / special sits investing at Paulson Partners, working with the man who did the big short, quite an inspiration l 2011-2021 Portfolio manager in special sits in Monaco and London-based funds, involved in distressed financials during European Crisis and other special sits l 2021- current: CIO at family office in Monaco with an open mandate
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
Demetri Kofinas is a media entrepreneur and financial analyst whose mission is to help uncover the hidden forces and pivotal patterns shaping our lives. His contrarian perspective and critical-thinking approach has helped hundreds of thousands of people make smarter, informed decisions. This same methodology has helped guide Demetri’s decision-making as an early-stage investor and as a creator of several innovative media properties and live events.
