The Big Question Podcast

Capitalist Exploits
  • 4,5 (6)
  • NEGÓCIOS
The Big Question Podcast

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

  1. 02/02/2022

    BQP 052: Tracy Shuchart

    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

    48min

  2. 02/07/2020

    BPQ 051: Dylan Grice on where to find value

    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)

    1h31min
  3. BPQ 050: Christopher Webber & Global Freight Consulting

    20/04/2020

    BPQ 050: Christopher Webber & Global Freight Consulting

    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.

    1h8min
  4. BQP - Sachem Cove & Uranium Pricing

    25/02/2020

    BQP - Sachem Cove & Uranium Pricing

    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.

    1h39min
  5. BQP 048: Jamie Keech On De-Risking Investments And The Geopolitics Of Resources

    23/04/2018

    BQP 048: Jamie Keech On De-Risking Investments And The Geopolitics Of Resources

    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/

    47min
  6. BQP 047: Jamie Keech On The Exciting Opportunities In The Resource Market

    16/04/2018

    BQP 047: Jamie Keech On The Exciting Opportunities In The Resource Market

    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/

    56min
  7. BQP 046: Jamie Keech On China's Role In The Coming Bull Market In Commodities

    09/04/2018

    BQP 046: Jamie Keech On China's Role In The Coming Bull Market In Commodities

    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/

    1h13min

  8. 29/09/2017

    Exclusive: Insider Special

    Exclusive: Insider Special by Capitalist Exploits

    43min
Ver tudo (55)

Classificações e avaliações

4,5
de 5
6 avaliações

Sobre

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

Informações

  • Criado por
    Capitalist Exploits
  • Anos de atividade
    2016 - 2022
  • Episódios
    55
  • Classificação
    Livre
  • Copyright
    © All rights reserved
  • Site do podcast
    The Big Question Podcast

Para ouvir episódios explícitos, inicie sessão.

Fique por dentro deste podcast

Inicie sessão ou crie uma conta para seguir podcasts, salvar episódios e receber as atualizações mais recentes.
Selecionar um país ou região

África, Oriente Médio e Índia

Ásia‑Pacífico

Europa

América Latina e Caribe

Estados Unidos e Canadá