Category: Podcast

Iraq: What You Haven’t Been Told

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.

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Hedging Extraordinary Risk

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

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A Peek Into My Mind

I was interviewed recently by Vesper Capital, a fund which manages a fund of funds for FX trading strategies. The interview was broken into 3 parts. In the first part we discuss formative years: Then in part 2, we discuss assessing risk, how psychology can interfere with investing, and much more:

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