Alternative Investments

I sat down with Chris MacIntosh to discuss investing in an age of Conflict.

I spent most of my twenties in Africa. Straight out of my graduate degree at the University of Sydney in Australia, I was recruited by Nestlé headquarters in Switzerland. I lived there for a while and was then expatriated to beautiful South Africa There, I spent four...

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.

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.

I had a catch-up with Scot Osheroff to discuss the economy, commodities, why not buy into indexes, and development in Central Asia

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...