Top Traders Unplugged10 Nov 2014

TTU43: The Case For Currencies As An Asset Class ft. Mark Whitmore of Whitmore Capital Management – 1of2

Our next guest started his firm back in 2012, and we’re talking to him at a special moment in the company’s evolution as it starts to gain outside capital and make its mark in the industry. Listen in to gain insights into how a manager started his firm in the current environment, the inside view on currencies as an asset class, and much more.

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In This Episode, You’ll Learn:

How Mark was interested in finance from a very early age and learned from his adoptive parents.
About his time studying macroeconomics in college.
The story of his career and how it took a windy series of turns before heading into the financial market.
His time studying currencies when he was in law school and his time as lawyer.
How he started getting into the financial markets by investing in stocks in the late 90s.
How he quit his job as a lawyer and planned to go into the financial services sector.
His ventures into the currency markets and why he considered them in the first place.
How he started by managing his own money.
What he sees in currencies as an asset class and how he describes that to investors.
How the currency market has changed throughout the years.
How he decided to launch his business in 2012 and how he got organized to take outside capital.
How he built the organization and his business.
What kind of organization he would like to grow into in the future.
Why culture in a small company is a very important issue.
How he looks at track record, being such a young company.
How he created the models he uses for his strategy.
The example of the Euro and what Mark predicts for the currency in 5 years.
His thoughts on the Swiss Franc and the historical context of its value.
The Singapore Dollar and how it is likened to the Swiss Franc.
How many currencies he trades.
How he thinks about diversification.

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Resources & Links Mentioned in this Episode:

Mark mentions the book A Random Walk Down Wall Street in this episode.
Mark has authored many white papers on currencies, including:
Currency Investing: An Alpha-Rich Environment
How to Invest When Both Stocks and Bonds are Overpriced
The Case for Currencies as an Asset Class Becomes Stronger

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to info@toptradersunplugged.com

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Mark Whitmore on Linkedin.

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Disclaimer

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