Readings/content links include coverage of rising tensions between Russia and Kazakhstan, Nikkei Asia on Komatsu’s plans to fend off Chinese competitors in Indonesia, an interview with Pandu Sjahrir, ABC on transforming a defunct uranium mine back into the surrounds of Kakadu National Park, Bloomberg’s conversation with Liu Thai Ker and Prince Street’s Roman Fuzaylov on […]
Month: June 2022
Readings For The Week (18/6)
Readings/content links include Ruffer’s approach to protecting against tail risks in the market, a wide-ranging interview with Seth Klarman, the latest in the Toshiba saga, a Q&A with the new US assistant secretary for nuclear energy and Lars Barstad on Frontline, tankers and oil markets. Ruffer: Winning by not losing – protection strategies (transcript here). […]
Critical Minerals & The Green Economy (Bloomberg)
An interesting panel session at Bloomberg’s recent New Economy Gateway Latin America event, featuring Iván Arriagada, CEO, Antofagasta Plc; Fernanda Ávila, Secretary of Mining for Argentina; and Robert Friedland, founder and executive co-chairman, Ivanhoe Mines. The video is embedded below, along with some brief highlights/notes (edited and paraphrased for brevity). Bloomberg’s Odd Lots also had […]
Readings For The Week (11/6)
Readings/content links include Tribeca’s update on their nuclear energy opportunities strategy, John Collison’s interview with Stanley Druckenmiller at the Sohn 2022 conference, Mitali Mukherjee’s wide-ranging conversation with Ashish Dhawan, Platinum on Japan’s dominance of highly profitable niches and the World Gold Council’s 2022 central bank survey. Tribeca Investment Partners: Guy Keller’s update on the nuclear […]
Readings For The Week (4/6)
Readings/content links include Calderwood Capital’s popular delusions newsletter, an interview with John Hempton of Bronte Capital, Greg Miller’s update on the IMO 2020 thesis, the AFR revisits the rise and fall of Nathan Tinkler and David Rubenstein’s conversation with Dawn Fitzpatrick of Soros Fund Management. Calderwood Capital: Popular delusions newsletter (May 2022). Includes an interview […]