Category: Podcasts

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 »

An Entrepreneur Talks Iran

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

Read More »

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.

Read More »
Mikael Syding
Podcast
Chris MacIntosh

Mikael Syding: Tools Of An Investing Titan

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

Read More »

Mark Yusko – A Conversation Between Capitalists (Part 2)

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

Read More »

Mark Yusko – A Conversation Between Capitalists (Part 1)

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

Read More »

Market Insights From A Gold Fund Manager

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

Read More »
Fishermen Vietnam
Podcast
Chris MacIntosh

Insights From One Of Asia’s Top Hedge Fund Managers

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

Read More »