Apr 5, 2023 | Alternative Investments
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... 
Mar 9, 2023 | Alternative Investments
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... 
Jan 8, 2023 | Alternative Investments
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... 
Dec 29, 2022 | Alternative Investments
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... 
Sep 1, 2022 | Alternative Investments
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... 
Jul 25, 2022 | Alternative Investments
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....