Category: Podcast

Podcast
CapEx Team

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.

Read More »

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

Read More »

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”

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

Read More »
Podcast
Chris MacIntosh

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

Read More »
Podcast
Chris MacIntosh

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 »

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

Read More »