India’s Currency Ban

In this interview with Micah Hoeschele, I discuss India’s currency ban, demonetization, and how the attack on cash is damaging ordinary Indians, small businesses, and the informal economy.


India’s Investment Climate

In this Mines and Money presentation in London on 30 November 2016, I discuss whether Modi has changed India’s investment climate for the better or worse, and why investors should be careful about the India-growth narrative.



India’s Economic Suicide

In this discussion with Fergus Hodgson of Gold Newsletter, I discuss India’s demonetization and explain why the cash ban is creating economic chaos, damaging ordinary Indians, and pushing the country toward greater state control.


Modi made India better?

In this Mining Journal article, I discuss whether Narendra Modi has made India better, why India’s investment climate remains difficult, and why foreign investors should be cautious about the India-growth narrative.


Interest Rates and the War on Cash

In this Roundtable Insight discussion with Barry Habib, I discuss rising interest rates, India’s demonetization, the war on cash, and the growing financial repression facing savers.



India, Currency, Catastrophe

In this discussion with Maurice Jackson of Proven & Probable, I discuss India’s demonetization, the currency catastrophe now unfolding, and why gold and silver remain essential protections.