Markets

Fixed Income Securities, 'Mother Of All Bubbles' - Interview With Robert Sanborn

Robert Sanborn is co-founder of the investment management firm Sanborn Kilcollin Partners, an equity long-short hedge fund based in Chicago with roughly $200 million in assets under management. Prior to starting Sanborn Kilcollin, Mr. Sanborn managed mutual fund The Oakmark Fund from 1991 to 2000.

In the video below, Sanborn discusses:

* Transition from a mutual fund manager to hedge fund manager

* A "Long Pepsi, Short Facebook" investment philosophy

* Long stocks with no competitive destruction

* Short stocks with high competition that will erode valuations

* Money printing and stimulus since 2001 created inflation in series of rolling bubbles

* "Mother of All Bubbles" in fixed income securities

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    The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


    The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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