Democracy does not Work
I speak with SmallCapPower at the Sprott Natural Resource Symposium in Vancouver about democracy, India, China, and why political systems must be judged by their real-world outcomes.
The Future of the Third World
I write for Acting Man about why much of the so-called emerging world should still be understood as the Third World, and why imported institutions decay without the cultural foundations needed to sustain them.
The Reality of Emerging Markets
I write for Liberty Unbound about why much of the so-called emerging world should still be understood as the Third World, and why imported institutions decay without the cultural foundations needed to sustain them.
The Myth of India’s IT industry
I write for Acting Man about the myth of India’s IT industry and why its apparent success does not reflect a broader transformation of India’s economy or institutions.
India: The Lunatics Have Taken Over
I write for Acting Man about India’s GST chaos, corruption, bureaucracy, gold, and why the country’s economic problems are rooted in deeper institutional and cultural decay.
India’s Real Currency Crisis
I write for Hard Assets Alliance about India’s demonetization and the deeper currency crisis it exposed, including chaos, lost trust, institutional decay, and gold as money of last resort.
Profit from Arbitrage
I join Bill Powers of Mining Stock Education to discuss how arbitrage opportunities arise in junior mining stocks and how investors can evaluate the risks.
India: Cash is Back
I write for Acting Man about why cash is returning in India, how demonetization continues to damage the economy, and why forced digitalization and GST reveal deeper institutional decay.
Gold, India and the So-called Emerging Markets
I join Maurice Jackson of Proven and Probable to discuss gold, India, junior mining companies, and why many so-called emerging markets are not truly emerging.
North Koreans Worship Kim Jong Un
I speak with RiskHedge about what I witnessed in North Korea and how fear, propaganda, obedience, and ritualized devotion shape life under Kim Jong Un.