Corruption Revisited

I write for Liberty Unbound about corruption in India and why bribery, patronage, and institutional decay are symptoms of deeper cultural problems.


Arbitrage: Low-risk, High-reward

In this presentation at the International Metals Writers Conference in Vancouver, I discuss how arbitrage opportunities in the junior resource sector can offer investors lower-risk ways to profit from market inefficiencies.




India: Effects of Trying to Go Cashless

I join the Financial Repression Authority to discuss India’s attempt to force a cashless economy and why demonetization damages the informal economy, increases corruption, and deepens institutional problems.


Emerging Markets: Buyer Beware

I join Maurice Jackson of Proven and Probable to discuss why many so-called emerging markets are not truly emerging, and why investors should be cautious about India, precious metals, and junior mining companies.


Democracy, Welfare, and Migration

In this speech at the Capitalism & Morality seminar in Vancouver, I discuss democracy, welfare, migration, and how these forces are weakening the cultural and moral foundations of Western civilization.


India: Is Kashmir Gone?

I write for Acting Man about Kashmir, India’s demonetization crisis, rising nationalism, lawlessness, and why the country’s deeper fractures are becoming harder to ignore.



What is Happening With Gold in India?

In this presentation at Mining Investment Asia in Singapore on March 30, 2017, I discuss what is really happening with gold in India and why official statistics fail to capture the realities on the ground.