Alternative Investments
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
I had a great time interviewing Chris who runs a contrarian investing hedge fund. I've been a subscriber of his Capitalist Exploits newsletter for two years and was happy to have him on as a review. He's been around the block. We discussed: Some of the biggest...
Marhelm Review – On the importance of understanding Trade Flows
A few weeks ago when I was spending time in Panama I stayed over at Calvin's guesthouse in beautiful Boquete. We used this opportunity to discuss why we both invested in Ecopetrol (the Colombian national oil company) which went viral on Twitter. We made another video...
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...
Investing in a Teak Wood Plantation, is it worth it?
Fundamentally, this article is not only about investing in a teak wood plantation, but also about various types of such packaged investments. Maybe you've stumbled upon in-flight magazines or websites that promise high returns for agricultural and forestry...
Investing in Uzbekistan in 2022 – a unique frontier market
Back in 2019 I went on a trip to Uzbekistan to explore opportunities on-the-ground as the country's macro picture was so appealing. I went there hoping to buy real estate, but instead came back with a local brokerage account. There were companies on the local stock...
Investing in Asian value stocks
I had a discussion with Michael Fritzell of Asian Century Stocks, a Swede who has been living and investing in Asia for 15 years. He runs a Substack specializing in Asian value stocks (here). In most of Asia, investing directly in real estate is complicated for...