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

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

Kent Langley is a hands-on leader and technology visionary with extensive startup experience. He is also sought after speaker, teacher, mentor and advisor on all things technical, data and exponential. In this episode of The Big Question Podcast, 

Kent and I talk about some of the most important technology trends that are shaping the future, and companies and industries that will benefit from them, so you can pay closer attention to them as an investor.

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BQP 010: Kent Langley On Future-Shaping Technology Trends

In this episode of the Big Question Podcast, I discuss an interesting phenomenon we're seeing today: investors are compensated less and less to take more and more risk. 

But what does this erratic behaviour mean for you as an investor? That's a question I discuss today.

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The Big Question Podcast

BQP 026: Chris MacIntosh On The Great Bond Rush

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)

In this episode of the Big Question Podcast I speak to  Erik Townsend, entrepreneur, hedge fund manager, and co-founder of Macro Voices.

We discuss the global commodity cycle, China and Hong Kong real estate market, sovereign bond markets, coming US election, and global geopolitical situation where Erik believes we're potentially headed for an outright war.

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BQP 30: Erik Townsend On A Coming Global War

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)

Mark Yusko is CEO and CIO of Morgan Creek Capital.

In this episode of the Big Question Podcast, Mark and I talk about one emerging market currency that has been smacked and treated like a failed state, the most moronic thing Mark has seen in his entire financial career, a market setup for what will assuredly be a catastrophic outcome, and the one bet that Mark is prepared to make over the next decade with anyone (and I'll gladly join him in this).

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BQP 038: A Conversation With Mark Yusko (Part 1)

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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