Mark Hart is the CEO and Chief Investment Officer of Corriente Advisors and an active investor in private technology companies. Throughout his career, Mark has developed a unique process and reputation for identifying potentially powerful macro and investment trends and opportunities ahead of consensus. Mark’s contributions and concepts have been widely showcased across various popular media platforms, earning him invitations to speak at prestigious gatherings of investment professionals in the Western world. We discuss:  - Betting against the housing market in 2008 - How Mark developed his macro thesis - Thoughts on China, inflation, bitcoin and AI We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.  https://www.thefortpod.com/survey Links Mark on X Corriente Advisors Topics (00:00:00) - Intro (00:03:54) - Mark’s career  (00:10:49) - How do you think about research? (00:15:44) - Betting against the housing market in ’08 (X) (00:23:52) - The China trade (00:25:19) - The European sovereign debt crisis (00:29:00) - How do you research a global trade? (00:31:52) - Mark on rebuilding his approach to life (00:37:44) - Thoughts on China in 2024 (00:46:55) - Inflation (00:53:12) - Bitcoin (01:00:52) - AI (01:04:56) - Cannabis Support our Sponsors: Better Pitch: https://bit.ly/42d9L0I Relay Human Cloud: https://bit.ly/3sjQcaY Fort Capital: https://bit.ly/FortCapital Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/ Chris on Social Media: X: https://bit.ly/3BYIjcH LinkedIn: https://bit.ly/45gIkFd   Watch The Fort on YouTube: https://bit.ly/3oynxNX Visit our website: https://bit.ly/43SOvys Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO  The FORT is produced by Johnny Podcasts