The Pain and Pleasure of Inflection Points

Published on
July 23rd, 2018
Duration
33 minutes

The Pain and Pleasure of Inflection Points

Skin In The Game ·
Featuring Adam Rodman

Published on: July 23rd, 2018 • Duration: 33 minutes

Adam Rodman, founder and CIO of Segra Capital Management, provides a peek into his portfolio. He is still excited about uranium, thinks gold miners could be at a turning point, and sees deep value in specialist ocean-going tankers. He also relives the experience of being short an Argentinian equity market that was rising perilously against him. Filmed on July 3, 2018 in Dallas.