Month: February 2022

different currency
Currency
CapEx Team

Holding Different Currency

We’ve got our fair share of risk at the moment. More than our fair share, really. In private conversations with Glenorchy Capital clients, one topic that often comes up is how to manage currency and banking risks. Say, for example, you’re banking in Germany, and you’re worried about the euro

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OWTW
CapEx Team

“We’re out of everything” – OWTW

  PUTTING THE DOT IN DOT-COM If you’ve been around during the dot-com craze, you’ll remember market darling Sun Microsystems. “We put the dot in dot-com” was their marketing slogan. As it turned out, they really did put the dot in dot-com (though not in the way they’d probably hoped). This

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OWTW
CapEx Team

A lesson from Japan – OWTW

  IT’S BACK! The Big Question podcast is back! After a four-year hiatus (can you believe it’s been that long?), Chris sat down with oil analyst Tracy Shuchart (@chigrl) to discuss opportunities in energy and commodities. Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging

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Podcast
CapEx Team

BQP 052: Tracy Shuchart

Join Chris MacIntosh as he chats with Tracy Shuchart, one of the sharpest oil analysts around, to discuss what’s in store for the energy sector.

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Energy
Chris MacIntosh

The Hidden Cost of Rising Rates

The world has become used to cheap money. That paradigm is about to change, and the implications for the US dollar and certain commodities will be enormous.

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