Chapter 208 Oprah's Talk Show (Part II)

……

"This publishing house is the later Thorn Bird?"

"Yes!"

"In that case, why did you sell it to Amazon again? You know, Thornbird's revenue last year was not much lower than that of international publishing giants such as Scholastic and Penguin Langdon. ”

"The development of the thorn bird is really good. In fact, it was a bit of a surprise to me, Christopher, and all the other founders. However, if you look at it in 10 or 20 years. Even if Thornbird becomes the world's largest publishing company, it will hardly exceed $10 billion. In contrast, Amazon, which is engaged in e-commerce, is not necessarily so. ”

"You mean to say that the future of the Amazon is more brilliant than that of the thorn birds?"

"Yes, I'm in the Internet, so I'm naturally more interested in Amazon. ”

Oprah nodded, "I know that Ms. Rowling is also a shareholder of Thorn Bird, do you agree with Mr. Guo's judgment?"

"I don't know about the publishing industry, and I don't know about the Internet. But I know Bruce is an amazing business genius. He encouraged me to invest in Thornbird, and by the time the company was sold to Amazon, I had already achieved a 100x return on investment in just one year!" Rowling smiled.

"Wow...!"

There was a wave of envious exclamations in the audience.

"What an achievement. Bruce, I know you mentioned some time ago in your speech to the state of California that your Thunder Fund made $1 billion in gold futures last month, is that true?"

"Yes!"

"Can you tell us more about how it works?"

"It's not that complicated. Our analysts, after extensive analysis, are aware of the dangers that lie in the Argentine economy. It just so happens that the world economy is in a downturn after the NASDAQ crisis, and gold is sought after as a safe-haven asset. Therefore, we judge that once there is a 'black swan event' in the market, the rise in gold prices will become inevitable. Therefore, we boldly eat gold futures longs at a low level. Later facts proved that we were right. Thunder Fund has achieved its biggest profit since its inception. ”

"Congratulations! Bruce, you're not just a good writer, you're also a good entrepreneur and financial investor. ”

"Thank you, I will work harder in the future, worthy of these comments!"

Oprah nodded, "Because of time, today's interview session of the show will end here." This was followed by the final five-minute Q&A session. Raise your hand if you want to ask Bruce and Rowling a question. ”

As soon as Oprah's words fell, Rulin's arms in the audience were raised in unison.

"The lady in the pink shirt!"

Seeing that she was lucky to be selected, the woman who looked thirty-one or twelve years old looked quite excited, and before the staff could hand the microphone closer, she had already taken the first step from the other party's hand.

"I would like to ask Mr. Guo, the headline of the Wall Street Journal on March 28 questioned you that the Thunder Fund has exaggerated its income in gold futures investment, what is your explanation for this?

"That's a really tough question. Bruce, do you want to answer?" Oprah asked, turning her head.

"Of course!" Guo Shouyun nodded and picked up the microphone, "I don't want to say anything more about the Wall Street Journal's questioning. Because Thunder Fund is a private hedge fund, I am accountable only to my clients, not to a news outlet. In fact, up to now, our first batch of customers have a 100% top-up funding rate, and more than 200 new customers have been added. If we were really cheating, I don't think they would continue to choose us. As for the minimum investment standard of Thunder Fund, it is not as high as everyone thinks, as long as $100,000, you can become our client. ”

"Mr. Guo...!"

"I'm sorry, lady. Due to time constraints, each guest only has one chance to ask questions. Oprah interrupted.

Although he was unwilling, the other party did not break the rules of the program group, nodded and sat down.

"Third in the second row from the left, Mr. with glasses!"

This is a middle-aged man with black-rimmed glasses, a plaid shirt, a serious expression, and an unsmiling face.

"Mr. Guo, do you think there is a possibility that Argentina's debt crisis will deepen, and if so, what is the basis for your judgment?"

Guo Shouyun picked up the microphone and looked at the other party, "What's the name of this gentleman?"

"Michael Barry!"

Guo Shouyun felt that the name was a little familiar, but he just couldn't remember where he had heard it, "You are also a person in the financial industry, right?"

"Yes, 2,000 years ago, I was a resident neurology physician at Stanford University School of Medicine. After resigning in January, he set up his own capital management company. ”

"Michael Barry!?"

A flash of lightning flashed in Guo Shouyun's mind, and he suddenly remembered the impressive subprime mortgage crisis in his previous life, which has not yet happened.

Six years later, in the midst of the great crisis that plunged the world into recession, a handful of geniuses with market foresight made a fortune from it. Among them are Michael Barry, Steve Eiseman, and John Paulson.

Of course, there are a few other dozen or so. But that's all Guo Shouyun remembers. Because he has seen the "Big Short" movie and the most depictions of these three, he naturally left the most impression on him. And among the three, Michael Barry is the most valued by him. Because compared to the latter two, this former neurologist is a real financial investment genius, especially when it comes to value investing, and has an amazing foresight of the market.

In '96-99, when he only took finance as a hobby and shared his investment experience and goals through a value investment group and blog, many financial and insurance giants on Wall Street, such as Fidelity Funds, Gotan Capital, White Mountain Company, and Morgan Stanley, became frequent visitors to his website.

In 2001, the first year after he quit his job to start his own hedge fund, the S&P 500 fell 11.88%, but his hedge fund net worth rose 55%. The following year, the S&P 500 fell another 22.1%, and his hedge fund bucked the trend and rose 16%. In 2003, the stock market managed to reverse and rise by 28.69%, and Michael Barry won again, with his portfolio up 50%. Until 2007, before the subprime mortgage crisis, his hedge fund grew by 187%, with an average increase of 31.17%, which is higher than Warren Buffett's Berkshire Hathaway.

If it weren't for Michael Barry's limited fund size, and he himself was an unsociable, even somewhat withdrawn person, then his achievements would definitely not be inferior to Soros, Julian Robertson, Ray Dario and other giants.

Of course, Guo Shouyun can't remember much about Michael Barry's amazing achievements. But he knew that the man in front of him was a genius in financial investment. Therefore, after understanding who the other party is, the love and solicitation in his heart instantly became stronger!

After taking a deep look at the other party, Guo Shouyun thought carefully for a moment, organized his language and said: "I think there is still a possibility that the Argentine debt crisis will deepen. The judgment is based on a variety of factors, including the GDP growth rate, the unemployment rate, the trade balance, interest rates, the ratio of government debt to GDP, and so on. If you are interested, you can leave your contact information, and I will send you a detailed information!"

After the words fell, many people in the audience looked back and forth between Michael Barry and Guo Shouyun. They clearly felt the very different attitude of the latter towards the former.

Michael Barry may be withdrawn, but he is not a fool, on the contrary, he is very smart. Looking at the young man sitting on the stage with a smile and a hint of appreciation in his expression. After thinking about it, he took out a crumpled cigarette case from his pocket, then tore off a piece of the inner lining, borrowed a pen from the side, and wrote his phone number on it.

"Please let the staff help me bring it, thank you!" Guo Shouyun said.

A young female employee finished the job, and after thanking him again, Guo Shouyun took the note and glanced at it, and he put the most bumpy 'business card' he had ever seen since he was reborn into the pocket of his suit jacket.

After doing all this, he gave Oprah a 'continue' look. The latter understood, and quickly picked a young girl from the crowd.

"Bruce, I love your Fifty Shades of Grey, do you have a girlfriend?"

"Wow, Bruce, looks like this pretty female fan has a crush on you, huh?" Oprah laughed.

In the face of ridicule, Guo Shouyun smiled and shook his head gently, "Thank you very much for your affection, but I already have a girlfriend, I'm sorry!"

"Well, thank you to all the audience who are here today, as well as Bruce and Rowling, thank you. That's the end of today's "Oprah Talk Show", thank you for watching. Let's look forward to more exciting content in the next installment!"

After Guo Shouyun finished speaking, Oprah decisively ended the recording of the entire show. Because she promised not to ask about the privacy of the two, although the latter question was asked by the audience, she also has the responsibility to fulfill her promise. Besides, after the three questions are asked, it is indeed time for the show to end.

After politely declining Oprah's invitation to have lunch together, the three of them left together.

"Rowling, Neil, you guys go back first, I still have something to deal with!"

The two didn't ask much, nodded and got into the car and left. After looking at the time, Guo Shouyun took out the phone number from his jacket pocket and dialed it. It didn't take long to get through.

……………………………………………………………………