Readings/content links include Joe Wiggins on the power of not having a view, the AFR on an accord signed between Woodside Energy and the JIBC on energy security and decarbonisation, a conversation with the lead authors of the annual e-Conomy SEA report, the FT on the Library of Mistakes and the WGC’s latest gold market […]

Readings/content links include the Scottish Oriental Smaller Companies Trust annual report, Duncan MacInnes on the case for cash, Platinum’s Asia ex-Japan market update, Michael Sonnenfeldt on the two per cent solution and Reuters on the US seeking to develop a domestic uranium strategy. Scottish Oriental Smaller Companies Trust: Annual report for year ended Aug 31, […]

Readings/content links include Jens Nordvig on asset ownership vs asset management, Nikkei Asia on the challenges of restarting nuclear reactors in Japan, a photo essay on inflation in Argentina, a conversation with Stanley Druckenmiller at CNBC’s Delivering Alpha conference, the World Gold Council’s initiative to digitize the gold market and an interview with Eric Yuan […]

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 […]