#276: Jihan Bowes-Little on Identifying Private Market Opportunities

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 22 April 2020

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Jihan Bowes-Little is Managing Partner and Co-Founder of Bracket Capital. ‍ Jihan began his investing career in London on Goldman Sachs’ esteemed Global Macro Proprietary Trading Desk, the first analyst in the firm’s history to be asked to join. In 2006, he moved to Credit Trading, where he managed a multi-billion dollar portfolio throughout the subprime crisis, generating record profits and gaining invaluable expertise investing in illiquid markets and emerging asset classes. He later joined Millennium Capital as a Portfolio Manager, and was later recruited to lead a multi-strategy portfolio for BlueCrest Capital, where he was promoted to Partner in 2012. In this conversation, we discussed why liquidity matters, good mental frameworks for balancing risk and reward, how to identify markets with attractive dislocation, where Jihan sees opportunity in the world of venture capital, and why the era of passive investing is dead. =============================== BlockFi allows you to keep your crypto, put it up as collateral, and receive a USD loan funded directly to your bank account. They do loans ranging from $2,000 to $10,000,000, and they're perfect for helping you reach your financial goals of all sizes. Visit BlockFi.com/Pomp to learn more about putting your crypto to work without having to sell it. =============================== TaxBit is a refund-maximizing, cryptocurrency tax software you can depend on. Visit taxbit.com/invite/pomp and receive 10% off your tax plan today by signing up for a free trial. ===============================

Transcript

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0:00.0	This is Anthony Pompliano. Most of you know me as Pomp. You're listening to the Pomp podcast. Simply the best podcast out there. Let's kick this thing off.
0:10.9	Jahan Bose Little is managing partner and co-founder of Brackett Capital.
0:16.3	Jahan began his investing career in London on Goldman Sachs' esteemed global macro-proprietary trading
0:21.2	desk, the first analyst in the firm's history to be asked to join. In 2006, he moved to credit
0:26.8	trading, where he managed a multi-billion dollar portfolio throughout the subprime crisis, generating
0:31.8	record profits and gaining invaluable expertise investing in illiquid markets and emerging
0:36.7	asset classes. He later joined
0:38.8	Millennium Capital as a portfolio manager and was later recruited to lead a multi-strategy portfolio
0:43.5	for Bluecrest Capital, where he was promoted to partner in 2012. In this conversation, we discussed
0:49.8	why liquidity matters, good mental frameworks for balancing risk and reward, how to identify
0:54.9	markets with attractive dislocation, where Jahan sees opportunity in the world of venture capital,
1:00.1	and why the era of passive investing is dead. I really enjoyed this conversation, as I do every
1:06.0	single one with Jahan. Before we get into this episode, though, I want to quickly talk about our two
1:10.7	sponsors. The first is BlockFi. As you guys though, I want to quickly talk about our two sponsors.
1:11.7	The first is BlockFi.
1:13.4	As you guys know, I'm a big fan of the company.
1:16.0	I'm an investor and a user.
1:17.6	They currently have three products.
1:19.8	The first is giving U.S. dollar loans against your crypto as collateral.
1:23.4	The second is an interest-bearing account for your crypto deposits.
1:26.5	And the third is allowing you to buy or trade cryptocurrencies. On their interest-bearing account for your crypto deposits, and the third is allowing you to buy or trade cryptocurrencies.
1:30.1	On their interest-bearing account, you can earn 6% APY on your Bitcoin or up to 8.6% APY on GUSD and USDC deposits.
	...

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