Readings/content links include VEF’s write-up on the Indian gold lending market and their investment in Rupeek, McKinsey Quarterly’s interview with Bill Gurley, a webinar on voluntary carbon offsets and their potential role in investment portfolios, a conversation with Mark Edleson on his journey co-founding Alila Hotels and Resorts and Andrew Clifford’s macro overview. VEF: Rupeek […]

Readings/content links include Jonathan Ruffer’s latest investment review, a Platinum Asset Management webinar on the market environment and current positioning, GMO’s quarterly letter, Pangolin Asia Fund’s September newsletter, David Novak’s interview with Stanley Druckenmiller and Thomas DeLong and Rawi Abdelal on the origins of our discontent. Jonathan Ruffer: Investment review (October 2022). Platinum Asset Management: […]

Readings/content links include Stanford’s Sara Heston & Peter Kelly on their search fund study, an interview with Nathan Tinkler, a DoE report finds hundreds of retiring coal plant sites could convert to nuclear, In Gold We Trust’s 2022 chartbook and the Blind Spot’s transcript from a podcast remembering Black Wednesday. Think Like An Owner: Sara […]

Readings/content links include Zoltan Pozsar’s recent note on war and industrial policy, Bloomberg’s conversation with Chris Woods from Jefferies, SIA Funds’ August 2022 newsletter, Arnott Capital’s strategy update and Prime Quadrant’s interview with Richard Lawrence. Zoltan Pozsar: War and industrial policy. Bloomberg: Interview with Chris Woods. SIA Funds: August 2022 newsletter. Arnott Capital: Strategy update […]

Readings/content links include an interview with Indus Capital’s Howard Smith, an S&P Global report on the future of copper, the WSJ on Russia’s goal in attacking the Zaporizhzhia nuclear power plant, a conversation with Go-Jek cofounder Kevin Aluwi and Bireme Capital’s update on Tencent Music Entertainment. Capital Allocators podcast: Japanese equities at Indus Capital (w/ […]

Readings/content links include the NYT on how Argentines cope with inflation, the All Else Equal podcast takes a more detailed look at buybacks, Jamie Allen on Abe’s legacy in corporate governance and capital market reform, an interview with Jack & Will Lundin and the New Yorker on the reluctant prophet of effective altruism. New York […]

Readings/content links include an interview with Will Thorndike (author of The Outsiders) on the power of long holding periods, National Geographic on Indonesia’s sinking capital city, Segra Capital on the advanced nuclear fuel cycle, Tribeca Global Natural Resources’ investment update, Kitco Mining on the legacy of mining legend Lukas Lundin and Rob LeBlanc on designing […]

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 […]

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/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 […]