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. Receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

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/ Receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

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. Receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

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. Receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

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. Receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

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. Receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

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. Receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

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. Receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

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. Receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

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/ If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

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). If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

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. If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

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. If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

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. If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/

I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the first part of the interview. If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/