Alternative Investments
Investing in Guyana: how to capitalize on an oil and gas boom country
I meet with Cody and Austin of Adventure Capitalist for a revealing discussion about the world’s latest oil boomtown, the small South American nation of Guyana. We discuss the many ways one can invest and take part in this tremendous oil and gas growth story as well as the challenges of doing business in a country with a small population and lacking in necessary infrastructure.
Investing in African stock markets in 2025
I had a chat with Tim, an Australian based in Tanzania who manages an Africa-focused fund. We recap his fund’s performance for 2024, and then delve into the outlook for equities in various African countries. We look into why he is bullish on his top country allocations Tanzania and Kenya, and consider if it is time to start looking at Nigerian stocks again. Tim’s bullish views on picks like Rwandan Heineken subsidiary Bralirwa and Senegalese telecom provider Sonatel are discussed. Other tangents we explore include the case for investing in African telecoms as payment processors and banks, as well as anti-French sentiment in West Africa.
Capitalist Exploits: Investing in an age of Conflict
I sat down with Chris MacIntosh to discuss investing in an age of Conflict.
Outlook for investing in African Stock Markets in 2024
I spent most of my twenties in Africa. Straight out of my graduate degree at the University of Sydney in Australia, I was recruited by Nestlรฉ headquarters in Switzerland. I lived there for a while and was then expatriated to beautiful South Africa There, I spent four...
Investing in the Stock Market in HUNGARY, good value or value trap?
joined one of Swen Lorenz’s research field trips to find out about the Hungarian stockl market and locally- as well as regionally-listed equities. We went to Magyar Telekom, OTP Group, Erste Bank, Raiffeissen, ANY and MOL. This interview summarizes some of the key learnings.
Why John Polomny is investing in Oil related stocks
I had a quick discussion with John Polomnu whose Youtube channel and newsletter I’ve been subscribed to for a number of years. We discussed oil, why he is long various oil equities, and how to play this market.
Commodities, why NOT buy into Indexes, and Developments in Central Asia
I had a catch-up with Scot Osheroff to discuss the economy, commodities, why not buy into indexes, and development in Central Asia
Investing in the New Fertile Crescent
The World is changing at an accelerated pace, especially in a region called the "New Fertile Crescent". The world as we knew it, a world of Western domination, is fast disappearing. The West, of course, will always have an importance role to play, but the days of our...
Investing in completely uncorrelated markets
Most asset classes fared poorly in 2022. African frontier stock markets were one of the few that in aggregate performed relatively well. In this episode, I interviewed Tim, an Australian based out of Tanzania who runs an African equities fund. We discussed the markets...