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Learning from those with experience in small companies, speculation, resources and markets.
034: Staying curious in a changing macro environment
Trawling for Ten Baggers
49 minutes 23 seconds
1 year ago
034: Staying curious in a changing macro environment
In this episode we talk with Mark Wallace, from Gold50. In an inverse to ep.33 we talk about why he left broking and corporate finance and why he wanted to run an exploration company.
This is our first chat about the macroeconomic and commodity cycle and Mark talks about why he’s bullish hard assets vs fiat currency
Mark also talks about the difficulty of taking a long cycle view, given the short-term nature of markets, but he offers a couple of salient points for investors looking for the next bagger.
Trawling for Ten Baggers
Learning from those with experience in small companies, speculation, resources and markets.
