Readings/content links include a RealVision interview with Dan Tapiero, MGI on the rise and rise of the global balance sheet, Oilprice.com on Russia’s deal to develop the Chalous gas field in the Caspian Sea, Myrmikan Capital on policy error and 60 Minutes visits Deep Springs College. RealVision: The macro trade in digital assets (Raoul Pal […]

Readings/content links include ZeroHedge coverage of the news that Russell Clark is shutting down his fund, Toshiba’s announcement of plans to separate into three standalone entities, Reuters on Richemont’s talks to sell their stake in Net-a-Porter, Kazatomprom’s Q3 operations and trading update and the WSJ on how Binance became the world’s biggest crypto exchange. ZeroHedge: […]

Readings/content links include an interview with Roelof Botha on Sequoia’s crucible moment, a Q&A with Kerr Neilson, AVI’s response to a letter from the management of Symphony International Holdings, Stephen Givens looks at the potential causes of underperformance from Japanese asset managers, David Webb on the proposed privatization of Yorkey Optical and Ben Thompson’s interview […]

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 […]

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.  […]

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/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 […]

Readings/content links for the week include a Sprott webinar on the role of uranium in a net-zero carbon future, The Chronicle of Higher Education on the abrupt end of the Yale-NUS partnership, a Goldman report with perspectives on whether China is investable, the Guardian on Whitehaven Coal’s Vickery mine extension, James Zhang on why NFTs […]

Readings/content links include an investment update on the Tribeca Global Natural Resources fund, an interview with Raoul Pal on the 7th anniversary of Real Vision, a conversation with Hamish Douglass on the behaviors of great investors, ZeroHedge with further updates on the uranium market and an op-ed by Ai Weiwei. On a slightly different note, […]

Readings/content links include Harris Kupperman on a potential bitcoin-like opportunity in uranium, Gordo Byrn on generational transitions, Nikkei Asia on the launch of China’s carbon trading market, Matthew Ball on Netflix’s expansion into gaming and an interview with Dr. Ashley Whillans on time affluence & poverty. ZeroHedge: A bitcoin-like opportunity in uranium? Gordo Byrn: Generational […]