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
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.
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
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
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
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
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
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
Capitalist Exploits is dedicated to finding asymmetric risk/reward investment opportunities.
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