Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging into the world of macro economics and politics makes her unconventional and special.

TIMESTAMPS:
1:41 Energy - the most important sector
5:13 The basket case that is Europe
9:20 Planned crisis, pure stupidity, or both?
11:54 Shale, funding & the impact of ESG 
17:16 Thoughts on base metals
25:17 Effects on food production
33:46 Inflation or deflation?
36:30 What Tracy is monitoring

BQP 052: Tracy Shuchart

Jason Best and Sherwood Neiss are two of the Crowdfunding movement’s most influential thought leaders. 

Jason and Woodie talk about the history of how they got involved with the JOBS Act, their work with the act and how it has progressed, and what they are working on currently. 

They conclude that crowdfunding is here, it is real, and it is growing.

Music credit: "Desert City" Kevin MacLeod (incompetech.com) 

SP 001: Jason Best and Woodie Neiss on how the JOBS Act was born

David Steckenreiter of Steckenreiter Serna and Associates has been living in different Colombian cities the last decade. In this episode of the Seraph Podcast he talks about Colombia as a lifestyle and investment destination.

SP 005: Colombia as a lifestyle and investment opportunity with David Steckenreiter

Stabilitas is a disruptive tech company founded by military veterans to help organizations and individuals better see and respond to security risk.

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SP 007: Disrupting the Security Industry With Stabilitas

Grant Williams is a co-founder of Real Vision TV and author of the widely-read financial newsletter 'Things That Make You Go Hmmm.....'. In this episode of the Capitalist Exploits Big Question Podcast. We discuss investment opportunities that thrive in turbulent markets - from real estate to gold and anything in between.

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BQP 008: Grant Williams On Seeking Opportunities In Turbulent Markets

Paul Rosenberg is not only a founder of Cryptohippie but also an adventure capitalist and a man who knows a lot about a lot of things - from philosophy, theology, history, psychology and physics. 

Paul and I talked about how the massive shift from centralization to decentralization that is currently underway affects all of us, and what investment opportunities does that bring along with it.

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BQP 009: Paul Rosenberg On Centralisation Vs. Decentralisation

Shriram Bhashyam is co-founder of EquityZen, a marketplace for investing in private tech companies backed by premier VCs. 

Shrirham and I talk about what are the changes that the RAISE Act brings, what does the Act itself for investors, and how you can invest in big startup names.

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BQP 016: Shriram Bhashyam Of Equity Zen On Investing In Unicorns And Other Startups

This episode of the Big Question Podcast is a bit different.

I have recorded a brief message to you about the recent events in the global financial markets (from Brexit to gold and China) and what they may mean for all of us going forward.

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BQP 019: Chris MacIntosh On What Matters

In this episode of the Big Question Podcast, I talk to Brent Johnson of Santiago Capital. 

We discuss why any sane investor should own gold and how both the dollar and gold can outperform strongly in the unfolding environment of global uncertainty, European bank failures, and a continued unwinding of the USD carry trade.

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BQP 020: Brent Johnson Of Santiago Capital On Gold

In this episode of the Big Question Podcast, I talk to Larry Scharf, a senior vice president of investments at Raymond James.

Larry has been investing in gold and gold markets for over 30 years and his insights into the gold market are most definitely worth your time.

Here's just a few topics that Larry and I have covered:

- Where are we likely at in the gold cycle?
- Bullion vs. mining stocks - how to size your investment positions?
- A little known fact about Russian and Chinese buying of gold.
- How can we be so certain that "the big money" hasn't even touched mining stocks yet?
- The relationship between the dollar and gold
- And more...

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The Big Question Podcast

BQP 024: Larry Scharf On The Gold Market

In this episode of the Big Question Podcast, I talk to Tuur Demesteer, an investor and analyst with a heavy focus on Bitcoin and blockchain technology.

Tuur and I discuss some of the safest ways to store your Bitcoin, qualities that Bitcoin does and does not have, how Bitcoin can help you better understand the way fiat currency works, and much more.

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BQP 025: Tuur Demeester On Bitcoin And Other Crypto-Currencies

In this episode of the Big Question Podcast, I talk to Worth Wray, the chief economist and global macro strategist at STA Wealth Management.

Worth and I focus on investing for the next decade. Worth shares his thoughts on where to place your capital for the next ten years, how do rising protectionism and technological advancements go together, demographics, and much more.

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BQP 027: Worth Wray On Investing For The Next Decade (Part 1)

This episode of the Big Question Podcast is the second part of the discussion I recently had with to Worth Wray, the chief economist and global macro strategist at STA Wealth Management.

Worth and I focus on investing for the next decade. Worth shares his thoughts on robotics, political changes underway in the West, geopolitical instability, and more. We also talk a fair bit about China and why 1 October is so important - not only for China but for the rest of the world as well.

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BQP 028: Worth Wray On Investing For The Next Decade (Part 2)

I was recently interviewed by Vesper Capital, an FX strategy fund of funds. This is the final (third) part of the interview.

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BQP 034: Chris MacIntosh - Vesper Capital Interview (Part 3)

I spend a lot of time talking to investors around the world, and the majority of them agree: asset prices have never been this distorted... ever.

So the question is, how do you hedge this massive risk?

It's something I talk about in this special episode of the Big Question Podcast. 

Specifically, I discuss a strategy some of the world's sharpest investors have very successfully used in the past. And I think it's a strategy you'd do well to employ today.

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BQP 035: Chris MacIntosh On Hedging Extraordinary Risk

Thomas Hugger is the CEO and fund manager at Asia Frontier Capital and a veteran of investing in frontier markets and Asia.

Thomas and I talk about why investors should think twice before investing in India and why he's not so bullish about Sri Lanka at the moment. Thomas also discusses 2 countries he thinks have the most potential, and we also touch upon China's 'One Belt, One Road' policy and what does it mean for Asia.

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BQP 036: Thomas Hugger On Investing In Emerging And Frontier Markets

Brent Johnson is the CIO at Santiago capital, a fund dedicated to investing in gold and gold equities.

In this podcast, Brent and I discuss headwinds to gold in the short to medium term, strong dollar and what does it mean for gold, the distinction between good inflation vs. bad inflation, why NOT owning gold is simply foolish, and other juicy titbits.

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BQP 037: Brent Johnson Of Sanitago Capital Talks Gold

Ahmed Tabaqchali, the CIO of AFC Iraq Fund, talks about Iraq as an investment destination. Why should investors keep Iraq on their investment radars, what to pay attention to when investing in the country, and much more.

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BQP 041: Ahmed Tabaqchali On What You Haven't Been Told About Investing In Iraq

In today's episode of The Big Question podcast, I speak with Deepankar Kapoor, the founder of Bitcoinwiser, a well known face in the digital advertising industry in India

Deepankar and I talk about India's recent elimination of cash in the economy and the country's digital platform otherwise known as IndiaStack, an open source platform where information is a utility.

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BQP 045: Deepankar Kapoor and India Stack

Exclusive: Insider Special

In this episode of The Big Question podcast, I talk to our in house mining expert here at HMS Capitalist Exploits, Jamie Keech.

Jamie and I talk about China in particular, and what lies ahead for commodities and how investors can best capitalise on what we both believe will be a massive bull market in commodities in the coming years.

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BQP 046: Jamie Keech On China's Role In The Coming Bull Market In Commodities

Capitalist Exploits mining expert Jamie Keech joins us again in The Big Question Podcast.

Jamie and I talk about the major shift happening in the resource market right now, what that means for investors and their portfolios, and how you can take advantage of the number of under-the-radar opportunities in this market today.

To learn more about the investing opportunities Jamie talks about in the podcast, go here: https://capitalistexploits.at/resource-pre-launch/

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BQP 047: Jamie Keech On The Exciting Opportunities In The Resource Market

In this episode of The Big Question podcast, I once again speak to our in-house mining expert here at HMS Capitalist Exploits, Jamie Keech.

This time, Jamie and I talk an important topic most investors don't pay enough attention to: de-risking investments. We also delved into the geopolitics of resources, a critical topic we see influencing the global economy in the coming years.

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BQP 048: Jamie Keech On De-Risking Investments And The Geopolitics Of Resources

In this episode we lift the lid on what can only be described as incorrect uranium pricing, how it's transpired and ultimately what it means for uranium pricing and all those uranium stocks you own going forward.

Subscribe at https://capitalistexploits.at/ to get unfiltered investment analysis from hedge fund managers positioning for tomorrow.

BQP - Sachem Cove & Uranium Pricing

One of the wonderful byproducts of running an investment research business is that it has attracted some of the most diverse and sharpest people I’ve had the pleasure of meeting. 

One of those gents is Chris Weber, who is the Managing Director of Global Freight Consulting. Chris has traded multiple commodities in the dry bulk space and has grown and developed both physical as well as financial trading platforms for several startups in the industry after beginning his career at Louis Dreyfus Commodities. He has held leading managerial and trading roles in the space while living and working in Asia, Africa, and Europe before recently returning to the USA. 

Having travelled for business as well as pleasure to over 100 countries he has a diverse group of global contacts and a passion for experiencing different cultures and economics. He has been a great source of information for me when looking at the shipping industry.

I hope you enjoy our discussion.

BPQ 050: Christopher Webber & Global Freight Consulting

Dylan Grice isn't a Golden Globe-award winning actor, nor is he a social media celebrity, he's 100 times better. He's a deep thinker who before setting up Calderwood capital was research director at Edelweiss Holdings (one of Europe's largest family offices) which came on the back of working as a Global strategist at Socgen, where together with the famous bear Albert Edwards he became known for some exceptional calls and remarkably well articulated research notes...which was how I first came to learn of him.
I’ve wanted to have Dylan on a podcast for nearly a decade, and—even with my sky-high hopes—he absolutely over-delivered. In our conversation, we dig into investing psychology, opportunities in credit, and much, much more. Dylan was very gracious with his time, and this is one of the most enjoyable conversations I've had.
Trust me—Dylan delivers the goods, and we had a blast. Enjoy! (edited)

BPQ 051: Dylan Grice on where to find value

Through the Big Question Podcast, the Capitalist Exploits team is joined by joined by other investors, thought-leaders and entrepreneurs to discuss global game-changing trends and burning investing topics that keep investors up at night.

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The Big Question Podcast

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