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034: Staying curious in a changing macro environment

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Manage episode 393621956 series 2522937
Content provided by Sam and Joel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam and Joel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode we talk with Mark Wallace, from Gold50. In an inverse to ep.33 we talk about why he left broking and corporate finance and why he wanted to run an exploration company.

This is our first chat about the macroeconomic and commodity cycle and Mark talks about why he’s bullish hard assets vs fiat currency

Mark also talks about the difficulty of taking a long cycle view, given the short-term nature of markets, but he offers a couple of salient points for investors looking for the next bagger.

  continue reading

34 episodes

Artwork
iconShare
 
Manage episode 393621956 series 2522937
Content provided by Sam and Joel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sam and Joel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode we talk with Mark Wallace, from Gold50. In an inverse to ep.33 we talk about why he left broking and corporate finance and why he wanted to run an exploration company.

This is our first chat about the macroeconomic and commodity cycle and Mark talks about why he’s bullish hard assets vs fiat currency

Mark also talks about the difficulty of taking a long cycle view, given the short-term nature of markets, but he offers a couple of salient points for investors looking for the next bagger.

  continue reading

34 episodes

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