When most of us think of Iraq we picture burning oil fields, sand, blown-up buildings, sand, machine gun-toting jihadists, sand, helicopter gunships, sand, Humvees, mosques, and well… sand. We know that George and Tony told us the war is over and that was ages ago so it must be true. In fact, things must be [Read More]

When I was a boy I would read voraciously, everything. Under the covers in bed with a flashlight, and under the desk in class at school. Now years later I recognise it’s not necessary to be taught to learn, it happens if people will get out of your damned way. As kids we all want to learn [Read More]

Following directly on from yesterday’s first part of my conversation with Mark Yusko, CEO and CIO of Morgan Creek Capital, today I have part two of my chat with Mark. This time we discuss a wide range of topics: From OPEC, to European financials, and the US stock market to what Mark is excited about. We also engaged [Read More]

It was over a week ago now that I had a conversation with CEO and CIO of Morgan Creek Capital, Mark Yusko. It’s one of the true pleasures of my work: speaking with the sharpest minds in the investment world – from the fine, dignified, and exceptionally bright, right through to the unrefined, rough as guts, [Read More]

I recorded a conversation I had last week with my friend Brent Johnson who is the CIO at Santiago capital, a fund dedicated to investing in gold and gold equities. Brent is one of my “go-to” guys in this particular market. While I chat regularly with Brent, I had previously recorded a call with him [Read More]

Last week I jumped on a call with an old friend Thomas Hugger who I hadn’t spoken with in months. I recorded the call for your enjoyment but first a quick bit of background to Thomas. Thomas is a Swiss fund manager living and working in Asian frontier markets such as Vietnam, Bangladesh, and Cambodia, which [Read More]

We have extraordinary risk, OK? Anyone telling you otherwise is blind, trying to sell you something, or just plain stupid. It’s a result of the mispricing of assets globally, and that is 2 parts globally coordinated central bank policies which are skewing the cost of capital and 1 part market perception and reaction to market [Read More]

I was interviewed recently by Vesper Capital, a fund which manages a fund of funds for FX trading strategies. The interview was broken into 3 parts. In the first part we discuss formative years: Then in part 2, we discuss assessing risk, how psychology can interfere with investing, and much more: And in part 3, we [Read More]