I joined Maurice Jackson of Proven and Probable to discuss India, philosophy, and arbitrage opportunities in the junior resource sector.

We discuss why India’s problems are rooted in deeper cultural and philosophical issues, why investors must distinguish between appearances and reality, and how disciplined arbitrage can offer attractive opportunities when market inefficiencies arise in junior mining transactions.

Watch the full discussion below:

Key Takeaways

• Why India’s economic and political problems must be understood through culture and philosophy.
• How Western investors often misunderstand India and other so-called emerging markets.
• Why appearances, statistics, and official narratives can be misleading.
• How arbitrage opportunities arise in junior resource transactions.
• Why disciplined arbitrage can reduce risk while still offering meaningful upside.
• How philosophy, incentives, and human behavior shape both societies and markets.