Why Currencies Lose Purchasing Power

I join Alasdair Macleod to discuss the forces driving currencies lower, the erosion of purchasing power, and why gold remains important in a world of fiat money and financial repression.


India: The next Pakistan?

I write for Acting Man about India’s rapid degradation after demonetization and why its institutional decay, rising nationalism, and social tensions increasingly resemble Pakistan’s trajectory.


India’s Economy: A Contrarian Outlook

I speak with Rachel Lee of SmallCapPower at PDAC 2017 about my contrarian outlook on India’s economy and why nationalism, weak education, monetary policy, and political leadership remain serious obstacles.



Bitcoin, India, and Money

I join Adam Meister of Bitcoin Meister to discuss Bitcoin, India, money, and why weak institutions and government controls push people toward alternatives to paper currency.




India, Philosophy, and Arbitrage

I join Maurice Jackson of Proven and Probable to discuss India, philosophy, the realities behind so-called emerging markets, and arbitrage opportunities in junior resource stocks.