Where to Look for Economic Growth
In this presentation for Mining Journal, Jayant Bhandari discusses macroeconomics, mining, emerging markets, China, productivity, and where investors should look for genuine economic growth.
The Top Mistakes Investors Make
In this Cambridge House presentation, Jayant Bhandari discusses the top mistakes investors make in mining, resource speculation, commodity investing, and valuation.
Uranium Mining: Should You Invest?
In this article for Mining Journal, Jayant Bhandari examines uranium mining, commodity-price optimism, project economics, demand, and the risks of investing in fashionable narratives.
Why Do the Poor Stay Poor?
In this discussion with Doug Casey and Rakesh Wadhwa, moderated by Joel Stern, Jayant Bhandari examines why some countries stay poor despite technology, aid, education, and imported institutions.
Where Am I Putting My Cash?
In this panel discussion with Chris Parry and Jason Hamlin, Jayant Bhandari discusses where he is putting his cash, mining stocks, resource speculation, risk, and reward.
No Cheers for Democracy
In this article for Liberty, Jayant Bhandari examines democracy, liberty, tribalism, institutional decay, and why democratic politics can damage civilization.
Africa Without Rose-Tinted Glasses
In this discussion with Investing News Network, Jayant Bhandari discusses Africa, mining investment, jurisdictional risk, weak rule of law, political expropriation, and resource-sector valuation.
Commodity Leverage Mirage
In this article for Mining Journal, Jayant Bhandari examines commodity leverage, mining investors, gold equities, capital destruction, and why rising metal prices do not guarantee returns.
How Emerging Really Are Emerging Markets?
In this Capitalism & Morality 2017 presentation, Jayant Bhandari examines emerging markets, the Third World, China, East Asia, institutions, and misleading growth narratives.
Demystifying Third World Growth
In this PDAC 2018 presentation in Toronto, Jayant Bhandari discusses Third World growth, emerging markets, China, East Asia, GDP distortions, and institutions.