The Big Question Podcast

This time, I speak with Kiyan Zandiyeh, portfolio manager for the Sturgeon Capital Iran Fund.

We talk about Iran's resources (there's much more to it than just oil and gas), expanding middle class and opportunities that brings, local stocks, and much more.

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I recently spoke with Mahdi Kazemzedeh, the founder and managing director of Afraz Advisers. Mahdi is focused on providing analytical tools and data services on the Iranian oil and gas industry.

Mahdi and I talk about why Iran could be "yuuuge" for investors, the effect of the Trump election onIran, Iran's actual allies, whether Iran is just an energy play or more, why Mahdi is moving his business to Asia, and much more.

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Ahmed Tabaqchali, the CIO of AFC Iraq Fund, talks about Iraq as an investment destination. Why should investors keep Iraq on their investment radars, what to pay attention to when investing in the country, and much more.

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Ahmed Tabaqchali, the CIO of AFC Iraq Fund, talks about Iraq as an investment destination. Why should investors keep Iraq on their investment radars, what to pay attention to when investing in the country, and much more.

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In this episode of the Big Question Podcast I speak again to Mikael Syding, the European hedge fund manager of the decade.

Mikael and I dive into the habits of a successful investor, and Mikael shares his tricks and strategies for synthesising ideas and executing on them, being efficient, studying large volumes of information, and more.

We also talk markets. From Europe, European banks, and the future of the euro to why Japan might not be the first market to crack.

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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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Mark Yusko is CEO and CIO of Morgan Creek Capital.

In this episode of the Big Question Podcast, Mark and I talk about one emerging market currency that has been smacked and treated like a failed state, the most moronic thing Mark has seen in his entire financial career, a market setup for what will assuredly be a catastrophic outcome, and the one bet that Mark is prepared to make over the next decade with anyone (and I'll gladly join him in this).

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Brent Johnson is the CIO at Santiago capital, a fund dedicated to investing in gold and gold equities.

In this podcast, Brent and I discuss headwinds to gold in the short to medium term, strong dollar and what does it mean for gold, the distinction between good inflation vs. bad inflation, why NOT owning gold is simply foolish, and other juicy titbits.

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Thomas Hugger is the CEO and fund manager at Asia Frontier Capital and a veteran of investing in frontier markets and Asia.

Thomas and I talk about why investors should think twice before investing in India and why he's not so bullish about Sri Lanka at the moment. Thomas also discusses 2 countries he thinks have the most potential, and we also touch upon China's 'One Belt, One Road' policy and what does it mean for Asia.

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I spend a lot of time talking to investors around the world, and the majority of them agree: asset prices have never been this distorted... ever.

So the question is, how do you hedge this massive risk?

It's something I talk about in this special episode of the Big Question Podcast.

Specifically, I discuss a strategy some of the world's sharpest investors have very successfully used in the past. And I think it's a strategy you'd do well to employ today.

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