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 […]

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 […]

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). […]

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/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 […]