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.
Japan: A Love Song
I write for Liberty Unbound about Japan’s discipline, politeness, safety, cultural cohesion, and why many criticisms of Japan reveal more about Western ideology than about Japan itself.
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.
Marc Faber & Freedom of Speech
I write for Acting Man about Marc Faber, political correctness, freedom of speech, capitalism, and why honest debate is essential to civilization.
The Virtues of East Asia
I join Maurice Jackson of Proven and Probable to discuss the virtues of East Asia, why Japan may be the best society in the world, and why many Third World countries are not truly emerging markets.
Canada’s Parliamentary Democracy
I write for Acting Man about the risks in Canada’s parliamentary democratic system, especially when identity politics and tribal voting blocs shape national power.