Podcast Episodes
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One day, Rodney, gold will shine
I haven’t covered the perennial disappointment that is gold for a while, and I felt the metal is overdue some attention, so that will be the subject …
3 years, 8 months ago
Size does matter
I keep thinking about that interview with Stanley Druckenmiller.
Druckenmiller, a legend in US investing, worked with George Soros for many years, 12 …
3 years, 8 months ago
The impossible situation in which energy and metals producers find themselves
I wanted to discuss the natural resources industry today – energy and mining – because I see an industry caught between a rock and a hard place.
If I…
3 years, 8 months ago
A great interview with Stanley Druckenmiller
I don’t listen to as many interviews and podcasts as I used to, or indeed as I should (more fool me), but this interview this week with legendary inv…
3 years, 9 months ago
How much further will bitcoin fall?
Like Brexit, Trump, what a woman is, the BBC or vaccines, bitcoin has proved itself one of the battlegrounds in the ongoing culture war.
Some people …
3 years, 9 months ago
Copper faces "an impossibly tight future"
Further to last week’s piece on, “acquiring the right investment psychology” (if you missed it here is the link) I enjoyed listening to Bloomberg’s O…
3 years, 9 months ago
Tax Water Not Work
As regular readers of my stuff will know, I’m of the view that a society should be designed around direct democracy and very low levels of land value…
3 years, 9 months ago
Sometimes you gotta have faith
I remember having lunch once upon a time with a fun manager of the old-school, refined Englishman variety.
He rather took me aback towards the end o…
3 years, 9 months ago
My mission to revive my father’s long-lost WW2 musical masterpiece
I have an odd professional life. I double as a financial writer and a comedian. It seems to work. I specialise in unacceptable songs. You’re bound t…
3 years, 9 months ago
Think the oil price is high now?
Back in 2016 we learnt a new word. “Lustrum”.
It means a five-year period. Given how long decades are, I can’t believe it doesn’t find more use.
Even…
3 years, 9 months ago