Select articles by Paul Brodsky of Kopernik Global Investors. Paul Brodsky joined Kopernik Global Investors in August 2013, and serves as a Co-Portfolio manager of the Global Unconstrained Fund. From 2006 to 2013, he served as a co-managing member of QB Asset Management Company LLC (QBAMCO), which he co-founded with Lee Quaintance. While at QBAMCO, Paul was a long/short equity portfolio manager responsible for industry-related and macroeconomic analysis, as well as for writing the firm’s comprehensive investor letters. He was also responsible for overseeing all internal QBAMCO administration and operations, and for overseeing the firm’s external service providers for QBAMCO’s US and Cayman investment funds. Through 2006, Paul was the head of investments and operations for Spyglass Capital Trading Company, a firm he founded in 1996, which managed fixed-income arbitrage funds. Before entering asset management in 1996, Paul worked on Wall Street for 14 years for firms including Kidder Peabody, Drexel Burnham, and Piper Jaffray. Paul earned his multi-disciplinary Bachelor of Arts from University of Pennsylvania.
Paul Brodsky does not trust the bond markets. That position may seem strange coming from someone who has spent most of his professional career trading bonds, but it’s precisely this insider knowledge that has led him to start directing investors to safer harbors.
In fact, he thinks our credit system is so far out of control that it will cause a massive – and largely unavoidable at this point – devaluation of the US dollar (and most other fiat currencies, as well).
Select articles by Paul Brodsky of Kopernik Global Investors. Paul Brodsky joined Kopernik Global Investors in August 2013, and serves as a Co-Portfolio manager of the Global Unconstrained Fund. From 2006 to 2013, he served as a co-managing member of QB Asset Management Company LLC (QBAMCO), which he co-founded with Lee Quaintance. While at QBAMCO, Paul was a long/short equity portfolio manager responsible for industry-related and macroeconomic analysis, as well as for writing the firm’s comprehensive investor letters. He was also responsible for overseeing all internal QBAMCO administration and operations, and for overseeing the firm’s external service providers for QBAMCO’s US and Cayman investment funds. Through 2006, Paul was the head of investments and operations for Spyglass Capital Trading Company, a firm he founded in 1996, which managed fixed-income arbitrage funds. Before entering asset management in 1996, Paul worked on Wall Street for 14 years for firms including Kidder Peabody, Drexel Burnham, and Piper Jaffray. Paul earned his multi-disciplinary Bachelor of Arts from University of Pennsylvania.
Select articles by Paul Brodsky of 
Javier: 
Dante Montano: 
Chulapo Australiano: 
