By Chris at www.CapitalistExploits.at
Going deep down the rabbit hole of global financial markets can be a lot of fun and Daniel Want, the CIO at Prerequisite Capital Management has spent an awful lot of time doing just that. He is easily one of the deepest thinkers I’ve come across in a long time.
After being introduced to David by Grant Williams, I communicated with Daniel and in fact mentioned his excellent work in a recent World Out of Whack article on Aussie banks as Daniel has done a lot of work on the Australian banks.
I spoke with Daniel and recorded a very long conversation – so long that I decided to break the recording into two parts.
Today I’ve got the first part for you in which we cover:
You can listen the first part here and next Monday I’ll publish part 2:
(Click on the image to listen to the podcast)
“When you start to see a confluence of signals or key features of the system all starting to shift in their behavior, that’s when you know you’re shifting into a new system.” — Daniel Want, CIO of Prerequisite Capital Management
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