The Pain and Pleasure of Inflection Points
Skin In The Game
Featuring Adam Rodman
Published on: July 23rd, 2018 • Duration: 33 minutes • Asset Class: Equities, Commodities • Topic: Hard Commodities, Gold, Latin America, AfricaAdam 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.