Video/Audio

Gold and Commodities Markets

In this discussion with Mining Stock Education at PDAC 2018, Jayant Bhandari discusses gold, commodity markets, arbitrage opportunities, niche metals, and resource-sector speculation.


Africa: An Unmitigated Disaster

In this discussion with Maurice Jackson of Proven and Probable, Jayant Bhandari discusses Africa, mining investment, weak institutions, corruption, tribalism, and jurisdictional risk.



Where the World Is Headed

In this discussion, Jayant Bhandari examines where the world is headed, including Western decline, China, East Asia, the Third World, institutions, geopolitics, and markets.


Disciplined Junior Mining Investing

In this Mining Investment London 2017 presentation, Jayant Bhandari discusses disciplined junior mining investing, valuation, management quality, jurisdictional risk, incentives, and rational speculation.


Fanaticism on the Rise

In this discussion with Maurice Jackson of Proven & Probable, Jayant Bhandari discusses fanaticism in South Asia, India, Iran, political risk, quality mining names, and arbitrage.


Emerging Markets: Ready to Implode?

In this discussion with Jason Burack of Wall St for Main St, Jayant Bhandari examines emerging markets, the Third World, China, East Asia, institutional collapse, tribal conflict, and investment risk.


Optimistic About Gold

Jayant Bhandari joins Mike Manciel of Rethinking the Dollar to discuss fiat currencies, centralization, global instability, real assets, and where the world is headed.


Zimbabwe: Worse is Yet to Come

I join Maurice Jackson of Proven and Probable to discuss Zimbabwe after Mugabe, why the country’s problems run deeper than politics, and where investors can find arbitrage and tax-loss selling opportunities.


India on a Suicidal Path

I join BullionStar Perspectives to discuss the aftermath of Modi’s demonetisation policy in India, the disruption it caused, and why it is unlikely to solve corruption.