Investing in the New Fertile Crescent

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...
Investing in completely uncorrelated markets

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

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...