Use This Crisis To Build Generational Wealth

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Investment Thesis: Agriculture

The Huge Story No One Is Discussing

The outbreak of Covid-19 prompted governments around the world to introduce “lockdowns”, in an effort to reduce the spread of the virus. 

One of the unintended consequences has been unprecedented supply and labour destruction in our globalised food system – that was fragile to begin with. 

As food is literally being destroyed on farms, it’s also not being harvested or planted…

This, we argue, has created the perfect storm for food prices to rise – and certain agricultural assets to outperform.

From the Blog

CapEx Team


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CapEx Team


Jair Bolsonaro… Brazil will not sign the WHO Pandemic Treaty. “National sovereignty is not something to be handed over to WHO or other entities and to be

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We are not ‘publishers’, we are investors whose mandate is simple: to identify asymmetric risk/reward opportunities wherever they may lie. We are not wedded to any asset, sector, jurisdiction or investment vehicle, but instead use subject-matter experts to guide us on diligencing opportunities that enable us to achieve outsized returns.

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Our Contributors

Chris MacIntosh

Chris has founded and built several multi-million dollar businesses in the investment arena including overseeing the deployment of over $30m into Venture Capital opportunities and advising family offices internationally. Prior to this, Chris built a career at Invesco Asset Management, Lehman Brothers, JPMChase, & Robert Flemings.

Jamie Keech

Jamie Keech

Jamie is a Vancouver-based financier with a background in mining engineering. Having worked on mining projects across the world, he is focused on providing catalytic capital to high-quality teams in the mining and natural resources sector, which he believes is on the cusp of reversing its multi-year trend of being an unloved market.

Bradley McFadden

After managing high net worth private client funds at Henry Ansbacher, Brad managed a proprietary trading book for Rand Merchant Bank in South Africa & Australia. Brad’s speciality is in identifying opportunities in extreme out of favour themes globally and executing strategies to achieve asymmetric payoffs.

Harris "Kuppy" Kupperman

Kuppy (Harris Kupperman) is the founder of hedge fund Praetorian Capital, which in its first 5 years saw every dollar invested on day one be worth over $26 before fees. Kuppy later founded Mongolia Growth Group, a company focused on strategic investments in this exciting economy, and recently re-opened his investment fund focused on macro opportunities globally.

Latest Podcasts

Chris MacIntosh

Dylan Grice on Finding Value

Dylan Grice isn’t a Golden Globe-award winning actor, nor is he a social media celebrity, he’s 100 times better. He’s a deep thinker who before

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BQP - Uranium Pricing
Chris MacIntosh

The Big Question Podcast: Sachem Cove

In this episode of the Big Question Podcast, we lift the lid on what can only be described as incorrect uranium pricing, how it’s transpired and ultimately what it means for uranium pricing and all those uranium stocks you own going forward.

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