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.
033: Back to basics
032: Navigating the ASX | leveraging your listing
031: Developing your own bags | finding a free carry with David Williams
030: Oils ain’t dead | considerations for petroleum exploration
029: Why does your investment need an existence | Unpacking IR
028: Backing entrepreneurs in search of blue-sky opportunities
027: Update and a request
026: ESG and other considerations when assessing investments.
025: Fighting yourself. Emotions, mental health and the markets
024: Making sense of the market with Warwick Grigor
023: More than just a West Perth broker - Shane Wee
022: Understanding the behaviour factors in finance with Ted Richards
021: Extracting alpha from illiquid microcaps with Ian Cassel
020: A portfolio approach to small caps - David McNamee, Altor Capital
019: Trading, bubbles and markets with Shaun Factor
018: Notice of Meeting - explaining resolutions and capital raisings.
017: Combining geology and finance to find opportunities with Alex Rovira
016: Working out whats cheap, before the market does - Harley Grosser, Capital H Management
015: Biotech bags. What to consider when investing in biotech and life science companies
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