A discussion on why resource stocks are down, how mining companies destroy capital, and why investors must distinguish commodity demand from profitable resource investing.

A discussion on mining stocks as a proxy for commodities, why resource equities do not always follow commodity prices, and why coal may offer contrarian value.

A discussion on Pax Americana, currencies, geopolitics, arbitrage, investing, philosophy, and the risks of a more fragmented global order.

A discussion on the decline of the West, where capital may flow, and why investors must think carefully about political risk, gold, currencies, and East Asia.

A discussion with Meyrick Abreu on Dabbling Path about the ossification of the Indian mind, rising corruption, pre-British lawlessness, and India’s resistance to real change.

A discussion with Darcy Gerow on wokeism, immigration, democracy, Canada’s decline, and why woke culture corrodes institutions without building anything serious.

A discussion with Richard Kary on whether modern decay is driven by conspiracy or by the banality of weak incentives, cowardice, careerism, and institutional failure.

A discussion with Yra Harris on The Roundtable Insight about geopolitics, the U.S. dollar, China and Japan equities, currencies, capital flows, and resource markets.

A discussion with Gabriel Custodiet on The Watchman Privacy Podcast about the reality of the Third World, India, corruption, moral consciousness, demonetization, scams, and civilizational decay.

A discussion on the August 2022 imposition of flag-flying on Indians, forced patriotism, nationalism, state power, political symbolism, and civic conformity.