Podcast
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.
CapEx Team February 2, 2022 1 Comment
How To Think About De-Risking Investments
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
Chris MacIntosh April 23, 2018 1 Comment
This Giant Industry Is Starving For Capital
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”
Chris MacIntosh April 17, 2018 1 Comment
China’s Role In The Coming Commodities Boom
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
Chris MacIntosh April 9, 2018 2 Comments
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
Chris MacIntosh September 29, 2017 9 Comments
Podcast
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
Chris MacIntosh September 20, 2017 4 Comments
Podcast
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.
Chris MacIntosh August 25, 2017 2 Comments
Kiyan Zandiyeh Of Sturgeon Capital
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
Chris MacIntosh March 13, 2017 9 Comments
