Video/Audio

India’s Economy: A Contrarian Outlook

I speak with Rachel Lee of SmallCapPower at PDAC 2017 about my contrarian outlook on India’s economy and why nationalism, weak education, monetary policy, and political leadership remain serious obstacles.



Bitcoin, India, and Money

I join Adam Meister of Bitcoin Meister to discuss Bitcoin, India, money, and why weak institutions and government controls push people toward alternatives to paper currency.


India, Philosophy, and Arbitrage

I join Maurice Jackson of Proven and Probable to discuss India, philosophy, the realities behind so-called emerging markets, and arbitrage opportunities in junior resource stocks.





India, Tax Raids, and the Police State

I join Maurice Jackson of Proven and Probable to discuss India’s tax raids, demonetization, the country’s move toward a police state, and a unique arbitrage opportunity for investors.


Bitcoin, India, Money, and Gold

I join Adam Meister of BitcoinMeister to discuss Bitcoin, India, money, gold, and why weak institutions and government controls push people toward alternatives to paper currency.