Legendary trader Peter Borish, president of the Computer Trading Corporation, joins Julia La Roche on episode 97. In this episode, Peter shares his macro outlook, and why we’re in the early stages of a longer term rising rate cycle. He also revisits his time working with Paul Tudor Jones at Tudor Investment Corp, the 1987 stock market crash and its aftermath, and some of the lessons and principles he’s learned over the years.
Links:
https://twitter.com/pborish
https://www.linkedin.com/in/peter-borish-bb54119/
00:00 Intro
0:43 Macro view
2:30 This really isn’t the 70s
4:55 More like post WWII
7:14 Tax rate
8:42 Debt
11:38 Implications of higher rates
13:50 We’ll see wages go up more
14:53 S&P likely to move down from here
16:10 Difference between cautious/bearish
17:15 Concern is making policy mistakes
18:30 More on the markets
21:03 Risk management
23:10 Learning from mistakes
25:00 You have to trade your own personality
27:30 Advice for young people
29:50 1987 Crash
35:00 Robin Hood Foundation
38:00 Assessment of New York City today
40:30 Return to office
42:00 Brady Commission
44:40 Paul Tudor Jones
48:30 Parting thoughts
#086 The Acid Capitalist Hugh Hendry On The Economy: 'I'm Fearful'
#085 Kyle Bass On China: 'We Sit At A Hinge In History Right Now'
#084 Michael Green On Passive Investing Creating Distortions In The Market Right Now
#083 Nassim Taleb And Scott Patterson On Black Swans And Chaos Kings
#082 David Hunter On Melt Up In Stocks, Global Bust, And Gold $20,000 Forecast
#081 Professor Steve Hanke Sees Decline In Inflation, Recession On The Way
#080 Nick Glinsman: Investors Beware China
#079 Brent Johnson, Creator Of ‘The Dollar Milkshake Theory,’ Explains Why We’re Heading Toward A Sovereign Debt And Currency Crisis
#078 Guy Spier On How Lunch With Warren Buffett Changed His Life
#077 Harold Bradley On The Danger ETFs Pose To The Stock Market
#076 Herb Greenberg On The 'Golden Era' Of Business Journalism
#075 Mike Maloney Sees An Economic Storm ‘Far Larger Than 2008’ Coming
#074 Bob Elliott: The Regional Banking Crisis Is A Policy Problem
#073 Chris Whalen On First Republic Collapse And Why More Banks Will Fail
#072 Christopher Zook: A Recession Is Coming And It’s Going to Be Deeper and Longer Than People Think
#071 ‘The Patriot Economy’: Omeed Malik On The Rise Of A New Economy In Response To ESG
#070 Axel Merk On Why Banks Are 'The Big Elephant In The Room'
#069 Joseph Wang On Why A Decade Of Persistently High Inflation Is Ahead
#068 Ray Dalio On Where We Are In The Changing World Order
#067 Jeff Snider: Markets Are 'Screaming Bloody Murder' And Are Hedged For A 2008-Style Scenario
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