Gold Miners That Actually Compound (Greg Orrell)

Gold Miners That Actually Compound (Greg Orre...

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The $1.6 Billion Bet on Hard Assets (James Davolos)

We've wanted to have this conversation for 3 years.Our guest today is James Davolos of Horizon Kinetics, the New York-based deep value firm managing over US$11.5B across a range of contrarian strategies, where James runs the ~$1.6B Inflation Beneficiaries mandate.The core reason ...  Show more

The 3 Trades That'll Win the Next Decade (Michel Mamet)

Michel Mamet started his fund on 3 key pillars. Gold, energy, and resources. His strategy has returned ~90% since inception 18 months ago.In this conversation, Michel walks through the three foundations of the fund, why he built it to invest globally from day one, and why he sees ...  Show more

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