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 […]
Readings For The Week (25/6)
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 For The Week (18/6)
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). […]
Critical Minerals & The Green Economy (Bloomberg)
An interesting panel session at Bloomberg’s recent New Economy Gateway Latin America event, featuring Iván Arriagada, CEO, Antofagasta Plc; Fernanda Ávila, Secretary of Mining for Argentina; and Robert Friedland, founder and executive co-chairman, Ivanhoe Mines. The video is embedded below, along with some brief highlights/notes (edited and paraphrased for brevity). Bloomberg’s Odd Lots also had […]
Readings For The Week (11/6)
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 For The Week (4/6)
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 […]
Adam Lundin (Palisades Gold Radio)
Interesting podcast interview with Adam Lundin, the CEO of Josemaria Resources. He discusses his family (three generations of being in the mining business), their investment approach and his outlook for the natural resources sector. Some notes are below – please note these are for personal reference only, and any mistakes are my own. On his […]