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” for investors today: One geopolitical [Read More]
China’s Role In The Coming Commodities Boom
With anti-Chinese sentiment in the US rising faster than one of Gordon Ramsay’s pies, it’s probably a good time to think about what China means to the global economy, where it’s come from, what its aspirations are, and what all of this may mean for us as humble investors. In this episode of The Big [Read More]
Podcast Special: Member Questions Answered
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 content from our Insider program, [Read More]
World Out Of Whack: India Stack and Bitcoin (An Insider’s View)
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 collagen talking. Either way, definitely [Read More]
Julian Brigden Talks Macro With Chris MacIntosh
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. [Read more]
