A discussion on gold and silver stocks, merger arbitrage, junior mining M&A, jurisdiction risk, and value creation opportunities in the resource sector.

A wide-ranging discussion with Richard Kary on geopolitics, culture, economics, institutions, and the deeper realities shaping the world.

Part two of a wide-ranging discussion with Richard Kary on politics, culture, economics, institutions, civilizational decline, and modern disorder.

A discussion on gold equities, junior mining valuation, internationalizing wealth, and merger arbitrage opportunities in the resource sector.

A discussion on Modi’s political future, India’s economic reality, unemployment, poverty, weak institutions, and the gap between official narratives and ground reality.

A discussion on whether U.S. corporations are really moving from China to India, and why India is unlikely to replace China as a manufacturing power.

A discussion on chaos investing, uncertain markets, political disorder, mispriced opportunities, risk, and the need for independent judgment.

Conversations on India, civilization, incentives, institutions, moral order, and the failures of the Third World.