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.... 
Jul 3, 2022 | Alternative Investments
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... 
Jun 7, 2022 | Alternative Investments
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... 
Jun 2, 2022 | Alternative Investments
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... 
Jan 26, 2022 | Alternative Investments
Just to make things clear upfront, as there are many South Africans on this mailing list, I am not at all bullish South Africa. However, I am bullish on some of the more dynamic African frontier stock markets south of the Sahara. I explained my rational in this...
