Interview with Jamie Strauss

Published on
January 7th, 2016
Duration
22 minutes

Up Next

Related Videos

How Will China Emerge From the COVID-19 Crisis?
The Interview ·

How Will China Emerge From the COVID-19 Crisis?

Stephanie Kelton — MMT and the Deficit Myth
The Interview ·

Stephanie Kelton — MMT and the Deficit Myth

COVID-19 and Financial Markets in a Post-Stimulus World
The Interview ·

COVID-19 and Financial Markets in a Post-Stimulus World

The Highest Quality Macro Trades and the Impending End of U.S. Outperformance
The Interview ·

The Highest Quality Macro Trades and the Impending End of U.S. Outperformance

Market Irrationality, Monetary Confidence, and Systemic Change
The Interview ·

Market Irrationality, Monetary Confidence, and Systemic Change

Emerging Market Investing: You’re Doing it Wrong
The Interview ·

Emerging Market Investing: You’re Doing it Wrong

Rethinking Risk Management: Avoid Surprise, Not Risk
The Interview ·

Rethinking Risk Management: Avoid Surprise, Not Risk

The Wirecard Debacle: Shades of Enron and WorldCom
The Interview ·

The Wirecard Debacle: Shades of Enron and WorldCom

“Extend and Pretend”: Moral Hazard in the Debt Markets
The Interview ·

“Extend and Pretend”: Moral Hazard in the Debt Markets

Lining Up The Dollar Dominoes
The Interview ·

Lining Up The Dollar Dominoes

Steve Keen — We Need a Private Debt Jubilee
The Interview ·

Steve Keen — We Need a Private Debt Jubilee

A Sleeping Giant: Opportunity in Fannie Mae
The Interview ·

A Sleeping Giant: Opportunity in Fannie Mae

The Role of Crypto Post-Coronavirus
The Interview ·

The Role of Crypto Post-Coronavirus

Gerard Minack — “Buy the Rumor, Sell the Fact”
The Interview ·

Gerard Minack — “Buy the Rumor, Sell the Fact”

Jamie Metzl and Dee Smith — When Systems Collapse
The Interview ·

Jamie Metzl and Dee Smith — When Systems Collapse

Building the Ultimate Anti-Fragile Portfolio
The Interview ·

Building the Ultimate Anti-Fragile Portfolio

The Electrodollar: Venture Capitalism, Technology, and Silicon Valley
The Interview ·

The Electrodollar: Venture Capitalism, Technology, and Silicon Valley

The Ultimate Macro Phase Change
The Interview ·

The Ultimate Macro Phase Change

DoubleLine’s Global Bond Strategy: A Global Rates and FX Masterclass
The Interview ·

DoubleLine’s Global Bond Strategy: A Global Rates and FX Masterclass

More Power To The Princes
The Interview ·

More Power To The Princes
47

Interview with Jamie Strauss

The Interview ·
Featuring Jamie Strauss

Published on: January 7th, 2016 • Duration: 22 minutes

Jamie Strauss, Founder of Strauss Partners, drills down into mining, metals, and natural resources, analyzing the fundamentals within the industry structure and overall resource supply and discussing a breadth of topics from diamond, zinc, and nickel, to mining royalty streaming.

Comments

  • BM
    Barry M.
    8 February 2016 @ 01:58
    1 0
    Not sure why so many thumbs down were given, I found it informative and worthwhile, jmho
  • JH
    John H.
    7 February 2016 @ 21:42
    0 0
    what uranium bandwagon? CCJ recently broke thru its '09 lows.
  • JS
    John S.
    10 January 2016 @ 08:04
    3 0
    Interesting and useful discussion
  • TJ
    Terry J.
    8 January 2016 @ 11:49
    3 0
    Excellent discussion and worth it alone to hear Jamie's pearls of wisdom on uranium!
  • GC
    Gary C.
    7 January 2016 @ 21:48
    5 0
    Great perspective by insider on Streaming/Royalty business, now with hedge funds bringing flowers and funds to commodity space..is this needed funding, or just more shovel sellers to digging industry?

Chapters

  1. 00:00:00
    Industry & Supply
  2. 00:07:32
    Investment Management
  3. 00:10:22
    Royalty Streaming
  4. 00:14:50
    Capital Costs
  5. 00:17:20
    Outlook