Adventurous Investor in Conversation on Uranium and PsychedelicsListen now (42 min) | Nick Lawson and Nicky Grant from Ocean Wall discuss why the long term investment case for investing in Uranium is so compelling…
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Another shoter macro roundup, reinforcing why I am still bearish, pencilling in another 10 to 15% Worryingly I think the chances of a recession…
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A shorter series of weekend reading links. Introducing my new podcast for beginner investors, why the greens need to better explain their food…
I'm still fairly bearish but its wortht aking the Perfect Portoflio test. Plus why DNA 2 is still a good investment, why Ruffer thinks we should don tin…
Adventurous Investor in Conversation: What next for Housing?Listen now (26 min) | I catch up with Tricio's chief economist and housing guru John Calverley to discuss why the housing bubble is about to burst in…
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Why markets in the US are still expensive but at least earnings growth estimates are getting more realistic, Plus what happened to all the 30 something…
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A very diverse range of topics this week with only one tangential mention of investment. Instead we take a more historical, philosophical and IR related…
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Given a volatile new market equilibrium which might be emerging, I think total positive returns of as much as 10% are possible for this listed investor…
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David Stevenson's Adventurous Investor Newsletter