The Big Question Podcast

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

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)

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.

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.

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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Capitalist Exploits mining expert Jamie Keech joins us again in The Big Question Podcast.

Jamie and I talk about the major shift happening in the resource market right now, what that means for investors and their portfolios, and how you can take advantage of the number of under-the-radar opportunities in this market today.

To learn more about the investing opportunities Jamie talks about in the podcast, go here: https://capitalistexploits.at/resource-pre-launch/

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

Jamie and I talk about China in particular, and what lies ahead for commodities and how investors can best capitalise on what we both believe will be a massive bull market in commodities in the coming years.

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Exclusive: Insider Special by Capitalist Exploits

In today's episode of The Big Question podcast, I speak with Deepankar Kapoor, the founder of Bitcoinwiser, a well known face in the digital advertising industry in India

Deepankar and I talk about India's recent elimination of cash in the economy and the country's digital platform otherwise known as IndiaStack, an open source platform where information is a utility.

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In this episode of The Big Question podcast, I speak with Julian Brigden, the co-founder of Macro Intelligence 2 Partners and a market veteran with 25 years of experience.

We discuss the state of the global bond market, Julian's views on the US dollar, what happens when central bankers get what they wanted (case in point: Europe), demographics of Japan, and much more.

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