Mark Yusko is CEO and CIO of Morgan Creek Capital.

In this BQP episode, Mark and I discuss a wide range of topics. From OPEC, to European financials, and the US stock market to what Mark is most excited about. We also engaged in a fascinating discussion about the market which Mark really likes (and one that Kyle Bass hates). Then we also talked about a topic which Worth Wray and I have been throwing around and how this could potentially solve an important demographic issue.

You can listen to the first part of the conversation here:

https://capitalistexploits.at/2016/12/mark-yusko-interview-part-1/

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BQP 039: A Conversation With Mark Yusko (Part 2)

Through the Big Question Podcast, the Capitalist Exploits team is joined by joined by other investors, thought-leaders and entrepreneurs to discuss global game-changing trends and burning investing topics that keep investors up at night.

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Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging into the world of macro economics and politics makes her unconventional and special.

TIMESTAMPS:
1:41 Energy - the most important sector
5:13 The basket case that is Europe
9:20 Planned crisis, pure stupidity, or both?
11:54 Shale, funding & the impact of ESG 
17:16 Thoughts on base metals
25:17 Effects on food production
33:46 Inflation or deflation?
36:30 What Tracy is monitoring

BQP 052: Tracy Shuchart

Dylan Grice isn't a Golden Globe-award winning actor, nor is he a social media celebrity, he's 100 times better. He's a deep thinker who before setting up Calderwood capital was research director at Edelweiss Holdings (one of Europe's largest family offices) which came on the back of working as a Global strategist at Socgen, where together with the famous bear Albert Edwards he became known for some exceptional calls and remarkably well articulated research notes...which was how I first came to learn of him.
I’ve wanted to have Dylan on a podcast for nearly a decade, and—even with my sky-high hopes—he absolutely over-delivered. In our conversation, we dig into investing psychology, opportunities in credit, and much, much more. Dylan was very gracious with his time, and this is one of the most enjoyable conversations I've had.
Trust me—Dylan delivers the goods, and we had a blast. Enjoy! (edited)

BPQ 051: Dylan Grice on where to find value

One of the wonderful byproducts of running an investment research business is that it has attracted some of the most diverse and sharpest people I’ve had the pleasure of meeting. 

One of those gents is Chris Weber, who is the Managing Director of Global Freight Consulting. Chris has traded multiple commodities in the dry bulk space and has grown and developed both physical as well as financial trading platforms for several startups in the industry after beginning his career at Louis Dreyfus Commodities. He has held leading managerial and trading roles in the space while living and working in Asia, Africa, and Europe before recently returning to the USA. 

Having travelled for business as well as pleasure to over 100 countries he has a diverse group of global contacts and a passion for experiencing different cultures and economics. He has been a great source of information for me when looking at the shipping industry.

I hope you enjoy our discussion.

BPQ 050: Christopher Webber & Global Freight Consulting

In this episode we lift the lid on what can only be described as incorrect uranium pricing, how it's transpired and ultimately what it means for uranium pricing and all those uranium stocks you own going forward.

Subscribe at https://capitalistexploits.at/ to get unfiltered investment analysis from hedge fund managers positioning for tomorrow.

BQP - Sachem Cove & Uranium Pricing

In this episode of The Big Question podcast, I once again speak to our in-house mining expert here at HMS Capitalist Exploits, Jamie Keech.

This time, Jamie and I talk an important topic most investors don't pay enough attention to: de-risking investments. We also delved into the geopolitics of resources, a critical topic we see influencing the global economy in the coming years.

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BQP 039: A Conversation With Mark Yusko (Part 2)

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