The Pain and Pleasure of Inflection Points

Featuring Adam Rodman

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.

Published on
23 July, 2018
Topic
Hard Commodities, Gold, Latin America, Africa
Duration
33 minutes
Asset class
Equities, Commodities
Rating
41

Comments

  • MA

    Maurice A.

    29 3 2015 03:09

    2       1

    Still can't understand bitcoin popularity. Any number of cryto-currencies can (and do) exist.

    I'd much rather bet on gold retaining its value 100 years from now.

  • FS

    Fred S.

    26 1 2015 13:55

    2       0

    Nico - Price weakness could also mean that supply is currently outpacing demand. As price discovery continues, price will fluctuate accordingly, no?

  • RO

    Robert O.

    26 1 2015 03:51

    0       1

    Bitcoin appears to be acting like other fiat currencies but a bit move volatile given that it is new and not well tested. Adding derivatives to this market will only distort its price more.

  • JH

    John H.

    19 1 2015 01:26

    8       0

    He maintains credibility by admitting fully that the outcome is still binary. Size your position accordingly.

  • DB

    Duncan B.

    18 1 2015 20:21

    0       0

    Nice presentation. Thanks for clearing up some imponderables.

  • SL

    Stephen L.

    17 1 2015 14:22

    3       1

    Regardless of anyone's view on bitcoins future, one of the biggest assets the bitcoin ecosystem have is this guy.

  • NS

    Nico S.

    16 1 2015 02:02

    2       2

    Not sure I agree that "price" does not matter. Of course it matters! It's called price discovery and supply/demand factors. Weakness means that interest is waning and possible downdraft in "price".

  • EL

    Elizabeth L.

    15 1 2015 15:38

    9       0

    Timely, useful piece on bitcoin price and evolution. Keep these discussions coming.