Alternative Investments
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...
Review of Capitalist Exploits Newsletter
In this video, I sat down with Chris MacIntosh to discuss some of the biggest mistakes investors make, and his views on bonds and energy.
Marhelm Review – On the importance of understanding Trade Flows
In this video, I sat down with Calvin to discuss his subscription service Marhelm and his view on the importance of understanding global trade flows.
Michael invests full-time in crisis-laden emerging and frontier markets
I had the pleasure of interviewing Michael, who runs a fund specializing in crisis investing in emerging and frontier markets. His model is pretty simple, when there is a major crisis or major change happening in a country, he goes there to see if there are any...
How to invest in Uranium – one of my favourite investments right now
I've been talking about how to invest Uranium on this blog and channel since early 2021. Uranium equities have done very well since then, albeit with a lot of volatility. I continue to believe that uranium is still one of the most alluring investments out there. I had...