In this discussion with Maurice Jackson of Proven and Probable, I discuss India, Pakistan, war, U.S. interference, geopolitics, and the broader political dysfunction of the Indian subcontinent.

The conversation also touches on commodities, precious metals, junior mining, arbitrage opportunities, and the importance of understanding culture, incentives, and political risk when investing in emerging markets.

Watch the full discussion below:

Key Takeaways:

• Why the India-Pakistan conflict cannot be understood merely as a border dispute
• How nationalism, political dysfunction, and outside interference shape the subcontinent
• Why investors must understand culture and incentives before deploying capital in emerging markets
• How geopolitical risk intersects with commodities, precious metals, and junior mining
• Why philosophy and moral reasoning matter in investment analysis