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EssentialSkin In The Game

The Pain and Pleasure of Inflection Points

Featuring Adam Rodman

Jul 23, 2018 • 32 minutes

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Essential

Skin In The Game

The Pain and Pleasure of Inflection Points

Adam Rodman, founder and CIO of Segra Capital Management,

Featuring Adam Rodman

Jul 23, 2018 • 32 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. Show More

What is the big money up to right now? In each episode of “Skin in the Game,” an esteemed fund manager sits down to discuss their outlook on the markets, their current portfolio positioning, and their best investment idea.

More Episodes

What is the big money up to right now? In each episode of “Skin in the Game,” an esteemed fund manager sits down to discuss their outlook on the markets, their current portfolio positioning, and their best investment idea.

More Episodes

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