Readings/content links include Real Vision’s interview with Shawn Hackett on the art of trading agricultural commodities, Ruffer Investment Company’s year-end review, Seth Goldman on the end of Honest Tea, VEF’s interim report (Q2 and 1H 2022) and Evan Osnos on the haves and have-yachts. Real Vision podcast: Shawn Hackett on the art of trading agricultural […]
Month: July 2022
Some Nuggets From The Blog
I am now ~6 years into writing this blog and find it has turned into a rather messy journal, perhaps to the detriment of the reader’s experience. For ease of reference, I have compiled a few nuggets from the various investors profiled over the years. This is not an exhaustive list and is in no […]
Readings For The Week (16/7)
Readings/content links include Nikkei Asia on climate activism at Woodside Energy, Pete Seligman on Australasia’s first EtA / search forum, the World Economic Forum on why shipping might be about to get a little bit slower, S&P Global on Indonesia’s coal mining association’s proposed changes in the HBA index calculation and Platinum Asset Management’s interview […]
Readings For The Week (11/7)
Readings/content links include Ruffer’s review of Q2 with Duncan MacInnes, Grant Williams’ conversation with Jeff Currie of GS, Packer & Co’s June 2022 newsletter, Kazatomprom’s Askar Batyrbayev on alternative transport routes for delivery of uranium to the market and Frances Wilson on the last days of Percy Shelley. Ruffer round up – Q2 2022: Conversation […]
William Callanan (NZ Funds Podcast)
Excellent, wide-ranging interview on the NZ Funds podcast with William Callanan, who discusses his outlook for inflation, commodities and geopolitical risks. He is the founder and CEO of Syzygy Investment Advisory and previously worked in senior roles at Key Square Capital and Soros Fund Management. Below are some of my paraphrased notes (these are for […]
Irving Grousbeck Interview (Stanford GSB)
Dated but very insightful conversation with Irving Grousbeck, an adjunct professor of management at the Stanford GSB and the co-founder of Continental Cablevision. He discusses his experience as an operator, how the search fund model has evolved as an asset class and his advice to young CEOs. Some brief notes are included below – these […]