markets
#210 Why fair markets require uncertainty for both the buyer and the seller, and why sellers don't need to disclose everything they know to the buyer. More info…
What are the risks and opportunities of investing in frontier equity markets? Topics covered include: What are the criteria used to determine whether a country'…
Camden and David converse with Asha Mehta, Managing Partner & CIO at Global Delta Capital about the bullish case for emerging and frontier market stocks as well…
We review the performance and investment prospects for carbon, SPACs, silver, convertible bonds, and frontier markets. Topics covered: What has been the perform…
We get dozens of emails from listeners each week asking really insightful financial questions. When a question needs a detailed answer or is of interest to a lo…
My guest this week is Rishi Ganti, who invests in what he calls esoteric assets. I'm not sure what to do other than laugh in amazement at his professional crede…
My guests this week are both veterans of the podcast, Jason Zweig and Morgan Housel. They are two of the best in the world at making the complicated simple, and…
My guest this week is Harvey Sawikin, a co-founder and lead portfolio manager at Firebird Management, which manages funds dedicated to investing in emerging mar…
I believe that any investment strategy that will deliver strong returns in the future must evolve. Any strategy should rest on rock solid foundational principle…
My guest this week has a fascinating background. He has a PhD in biology but has split his time as both an investor and an operator. As an investor, he’s involv…
