Internationalization Insights

I join renowned speculator Lobo Tiggre to discuss the outlook for Gold, Silver, Uranium and Copper in 2025. We consider the implications of war, economic uncertainty and government distrust on metals demand and US dollar stability. We make a case for why you can be bullish both the dollar and gold at the same time, speculate on gold versus silver performance next year and highlight the growing demand for nuclear energy and uranium. Lobo’s highest conviction metals trade for 2025 is also shared.

I joined Angelina, my renovations manager in Istanbul, to visit three apartments that have undergone renovations to prepare them for the short-term rental market. We visit two apartments in Osmanbey, as well as one apartment in Gümüşsuyu with a stunning Bosporus view and very interesting rental yields. We examine all of the relevant numbers associated with doing a real estate investment for Airbnb in Istanbul, and explain the difficulties associated with using Airbnb in the city.

I joined Scott Osheroff for a discussion on where to allocate capital in the current and accelerating age of conflict. We discuss the prospects for emerging and frontier market equities with exposure to Central Asian banking, such as Halyk Bank and TBC Bank, as well as high dividend stocks in Latin America such as Ecopetrol. We highlight the risks of investing and banking in front-line economies such as Georgia, examine the likelihood of capital controls returning to the West and go through an interesting thought exercise on where Chinese capital would flow in the event of sanctions.

I bought three apartments in Nairobi Kenya. In this video I meet with my friend who also bought one, with my Nairobi real estate agent, and the Chinese developer I bought the units from. I explain why I decided to invest in Nairobi and more specifically in the project. The developer explains this property development in Westlands, Nairobi’s most exclusive area, and we go have a look at the land and plans.

Now that the Portugal Golden Visa is officially a very bad deal, one of the most affordable options to get EU access is to invest in real estate in Greece through the golden visa. The minimum investment amount is €500,000 in Athens, the main cities and main islands. However it is possible to invest only €250,000 in small islands and still get the residency. The island of Lesbos or Lesvos is particluarly cheap, and offers very reasonable rental yields and cap rates for investors. We therefore looked at a few detailed case studies with my agent there.

I sat down with my realtor in San Juan del Sur, Natalie, to discuss the pros and cons of living in Nicaragua. We discuss lifestyle basics such as the quality of food, the local restaurant scene and the wealth of outdoor activities in the country. Topics like healthcare in Nicaragua and international schooling options are also covered. We go over cost of living advantages such as the affordability of a nanny or maid in Nicaragua as well as their territorial tax system. Finally we discuss buying real estate in San Juan del Sur and the liquidity of such an investment.