Irrationality Costs in Investment
In this discussion with Fergus Hodgson, Jayant Bhandari explains how irrationality, commodity speculation, and emotional narratives cost investors money in mining.
Articles by Jayant Bhandari
A Rational Speculator’s Portfolio
In this VRIC 2019 presentation, Jayant Bhandari discusses the U.S.–China trade war, commodity speculation, junior mining, and how to build a rational speculator’s portfolio.
The Third World: Regressing to a Malthusian Equilibrium
In this Capitalism & Morality 2018 presentation, Jayant Bhandari discusses why much of the Third World is regressing toward a Malthusian equilibrium.
In Defense of America Abroad
In this discussion with Fergus Hodgson for Gold Newsletter, Jayant Bhandari discusses American foreign policy, U.S. military power, global stability, and America’s role abroad.
Exaggerated Economic Growth of the Third World
In this article for Acting Man, Jayant Bhandari examines exaggerated Third World economic growth, misleading GDP comparisons, purchasing power parity, and emerging-market myths.
Problems in the Third World to Ignite Gold Prices
In this discussion with SBTV / Silver Bullion, Jayant Bhandari discusses gold, Third World currencies, the U.S.–China trade war, money printing, financial crisis, and precious metals.
The Return of Malthusian Equilibrium
In this article for Liberty, Jayant Bhandari examines the Third World’s return to a Malthusian equilibrium, institutional decay, population growth, and the failure to sustain civilization.
Mining Projects Must Have 20% IRR
In this discussion with Bill Powers of Mining Stock Education, Jayant Bhandari discusses junior mining, 20% IRR, spot prices, project economics, jurisdictional risk, and arbitrage.
The Dollar vs. Other Currencies and Gold
In this discussion with Maurice Jackson of Proven and Probable, Jayant Bhandari discusses the U.S. dollar, gold, global currencies, geopolitics, arbitrage, trade, and Irving Resources.
A Society without a Civilization
In this article for Liberty, Jayant Bhandari examines Newton, Indian democracy, tribal society, state power, moral decay, and the absence of a civilizational spine.