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 Research (he also publishes regularly on SmartKarma). The host of the podcast, Kalani Scarrott, also writes a weekly newsletter, which is worth a read.
- Capital Allocators podcast: Ellen Ellison interviews Rashmi Kwatra, the founder and CIO of Sixteenth Street Capital.
- Bronte Capital: Amalthea Fund September 2021 newsletter.
- Andrew Clifford: We’ve seen this all before.
- World Gold Council: Gold demand trends Q3 2021.