Fri, Apr 28, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

The Big Picture: John Brynjolfsson: we are operating on borrowed time

Tuesday, May 14, 2013

amb
John Brynjolfsson
An Opalesque column for global macro investors.

Benedicte Gravrand, Opalesque Geneva:

Pre-2008 economic inadequacies have not been addressed effectively and we could depend on government stimulus for a long while, until we "reach a point where an endgame will be forced upon us," according to John Brynjolfsson, a global macro fund manager and well-known commentator.

Armored Wolf is an Irvine, CA-based investment management firm pursuing a global macro strategy emphasizing real assets. Founded in 2008, it currently manages more than $1bn in client assets across multiple strategies, both traditional and alternative. Armored Wolf’s team of 20 is lead by CIO John Brynjolfsson, who previously spent two decades at PIMCO where he launched and ran their $80bn Real Return Platform. According to Futures Magazine, the unusual firm name is the translation of Brynjolfsson from the Icelandic Brynjólfur.

When asked to state his macro views, John Brynjolfsson recently told Opalesque that he thinks we are operating on borrowed time globally.

"What I mean by that is that the structural problems and inadequacies of the economy that ultimately led to a crisis in 2008, we don’t feel that they have been aggr......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: Ex-Man manager combines sustainable investing with AI/ML[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Dr. Richard Bateson, quant fund manager and physicist, has recently

  2. Hedge funds holding Puerto Rico bonds are looking at a long battle[more]

    Komfie Manalo, Opalesque Asia: Hedge funds which bought Puerto Rico's distressed debt bonds are facing the prospect of a long road ahead to recover their investments as the Caribbean island is attempting to use a U.S. Congress-approved rule that allows it to exploit a bankruptcy-like proceedings

  3. Other Voices: "Winner-take-all" dynamics and hedge fund investing[more]

    A growing stream of thinking in microeconomics is the concept of "winner-take-all" dynamics. The idea seems simple. A combination of networking economics and classic economies of scale creates situations where there are just a few dominant firms or economic agents who are able to capture significant

  4. Investing - How Chipotle's comeback attracted big data robots and value investors alike[more]

    From Forbes.com: When William Ackman's ailing hedge fund Pershing Square Capital Management bet $1 billion on shares in Chipotle Mexican Grill beginning in July 2016, the stakes couldn't have been higher. Pershing Square was reeling from what would eventually be a near $4 billion loss in drugmaker V

  5. Service Providers - Colemore launches fee tracking service for limited partners[more]

    Following Colmore's successful launch in January 2017, the firm has announced the launch of FAIR.. FAIR is designed to help private equity investors independently validate fees and incentives charged by underlying managers, saving time and providing an extra level of comfort. There is a glob