Readings/content links include podcast interviews with Mio Kato (LightStream Research) and Rashmi Kwatra (Sixteenth Street Capital), the latest newsletter from Bronte Capital’s Amalthea Fund, a presentation by Andrew Clifford on Platinum’s outlook and current positioning and the World Gold Council’s gold demand trends for Q3 2021. Compounding Curiosity podcast: Interview with Mio Kato of LightStream […]
Month: October 2021
Readings For The Week (23/10)
Reading/content links for the week include a podcast interview with Barrett Comiskey & Dan Connor of Migo, Nikkei Asia on the aftermath of Mongolia’s decade-long mining boom, Michelle Celarier on why the ‘Big Short’ guys think bitcoin is a bubble, Jonathan Ruffer’s latest investment review and the announcement of a physical uranium fund by Kazatomprom. […]
Dr. Richard Werner (Renegade Inc)
A couple of interesting interviews with Dr. Richard Werner on Renegade Inc (link to the first one on QE infinity here). Some notes are below; these are paraphrased and for personal reference only, any mistakes in transcription are my own. On the “Japanification” of the West – always good to compare to historical examples and […]
Readings For The Week (9/10)
Reading/content links for the week include the Pangolin Asia Fund’s September 2021 newsletter, a conversation with Oki Matsumoto from the Japan Catalyst Fund and James Rosenwald from Dalton Investments on activist investing in Japan, an ICIJ investigation on offshore havens (Pandora Papers), a Guardian long read on Oritain, a specialist in supply chain traceability, and […]
Readings For The Week (2/10)
Readings/content links for the week include a Tim Ferriss interview with Michael Dell, the FT on Toshiba’s upcoming strategic review, Ben Aris provides some context for the current European gas crisis, Cameco’s Grant Isaac shares his outlook for the nuclear industry, Platinum Asset Management on the history of money and its role in the modern […]