Trade War Will Blow Over
In this discussion with Investing News at PDAC 2019, Jayant Bhandari discusses the U.S.–China trade war, resource investing, commodities, and mining-sector opportunities.
East Asia: Future of Humanity
In this PDAC 2019 presentation in Toronto, Jayant Bhandari discusses East Asia, China, culture, institutions, productivity, and civilizational differences.
Kashmir: The Never-ending War
In this article for Liberty, Jayant Bhandari examines Kashmir, India, Pakistan, nationalism, institutional decay, and the deeper irrationality behind the conflict.
Why I have become a Trump Fan
In this discussion with Jay Taylor, Jayant Bhandari discusses Donald Trump, elite hypocrisy, institutional decay, media hostility, and the deeper political forces behind Trump’s appeal.
India-Pakistan War, and US Interference
In this discussion with Maurice Jackson of Proven and Probable, Jayant Bhandari discusses India, Pakistan, war, U.S. interference, geopolitics, commodities, and junior mining.
Hottest Commodities and Mining?
In this interview with Amy Rotman of Mining Beacon, Jayant Bhandari discusses commodities, mining speculation, junior mining, China, and emerging-market risk.
Uranium’s Green Credentials are Camouflage
In this discussion with Investing News Network at VRIC 2019, Jayant Bhandari discusses uranium, renewable energy, commodity speculation, and the U.S.–China trade war.
Irrationality Costs in Investment
In this discussion with Fergus Hodgson, Jayant Bhandari explains how irrationality, commodity speculation, and emotional narratives cost investors money in mining.
A Rational Speculator’s Portfolio
In this VRIC 2019 presentation, Jayant Bhandari discusses the U.S.–China trade war, commodity speculation, junior mining, and how to build a rational speculator’s portfolio.
The Third World: Regressing to a Malthusian Equilibrium
In this Capitalism & Morality 2018 presentation, Jayant Bhandari discusses why much of the Third World is regressing toward a Malthusian equilibrium.