Today, I spoke once again with our in-house resource mining engineer Jamie Keech. When a resource company runs 10x there is a big song and dance about it… and fair enough. The issue is that for everyone that does it, about 90 don’t… and nobody makes much mention of this
Following directly on from the discussion last week about capital formation in the resource industry, our in-house mining expert Jamie Keech and I today dig deeper into the current capital starvation in the resource industry and much, much more. Here are some things we discuss, which we believe are “uber importante”
In this far reaching podcast episode discussing the relationship between geopolitics and resources, we delve into China, and its role in the impending commodities boom
The Q&A dynamic between myself and members is an interesting thing. I get a lot out of it as I’m forced to think hard about markets, portfolio management and all sorts of other fun stuff. Today therefore we’ve a treat for you. We’ve put together a collection of some premium
Before the good stuff… the fun stuff. Here’s a fan mail I received in response to this. I guess he/she never made it as far as this part: “Don’t get me wrong. I’m not against EVs, and I’m all for technological innovation.” Though, in all fairness, it may be the
Join us for a chat with Julian Bridgen, a legend in the macro space with 25 years experience in financial markets. We talk about the USD, equities & the business cycle, the bond market, precious metals, Japan, oil… you name it.
Kiyan Zandiyeh is the portfolio manager for the Sturgeon Capital Iran Fund. A protege of Nouriel Roubini with an Iranian heritage, he’s a particularly sharp investor whose perspective I think you’ll find worthwhile. Iran And Its’ Largest Hydrocarbon Reserves Some background first… Iran boasts the largest hydrocarbon reserves in the world
I chatted with Mahdi Kazemzadeh who was recently introduced to me by a mutual friend. Mahdi is the founder and managing director of Afraz Advisers, a firm providing analytical tools and data services on the Iranian oil and gas industry. Their clients are international companies navigating the Iranian oil and gas industry as well
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