Adam Rodman – Think Piece

Featuring Adam Rodman

A brilliant Think Piece with ADAM RODMAN, Founder of Segra Capital management.
Earlier this year, Adam was listed in Forbes magazine’s list of The Top 30 Under 30 and here he shares his thoughts on everything from Uranium and Irish Real Estate to Frontier market investing.

Published on
29 September, 2014
Topic
Monetary policy, Frontier Markets, Macro
Duration
28 minutes
Asset class
Real Estate, Commodities
Rating
6

Comments

  • GC

    Grant C.

    23 1 2018 07:12

    0       0

    I have invested in this thesis, however the risks I see are:
    1. Breakthrough on Thorium reactors,
    2. Technological advancement in renewables, like solar, wind, wave, etc,
    3. Another meltdown (unlikely)
    Having said that I think it is still worth it if you have the patience (2-5 years).

  • DY

    Dmytro Y.

    20 1 2018 13:21

    1       0

    So 3 years later this guy talks same thing. So far nothing happened.

  • RO

    Robert O.

    30 11 2014 21:51

    0       0

    China would be the likely country to develop a practical Thorium reactor, which could create true energy independence. How close are they? Russia and the Middle East would like to know.

  • RO

    Rickard1 O.

    24 10 2014 00:08

    2       0

    If China starts producing LFTRs fueled with Thorium, won't Uranium be close to worthless?

  • KS

    Kashyap S.

    19 10 2014 08:45

    1       0

    Very insightful. Investor protection in those frontier markets is the big question mark, however.

  • WW

    Worth W.

    14 10 2014 09:14

    0       0

    Adam's thoughts on yield are particularly interesting b/c macro managers are struggling to fund their negative carry asymmetric trades.

  • WW

    Worth W.

    14 10 2014 09:06

    1       0

    Rush of liquidity masked deterioration in EM fundamentals by filling capital accounts & banking systems since '08. Get ready for a reversal!

  • WW

    Worth W.

    14 10 2014 09:04

    1       0

    Ripple effects of policy divergence b/t Fed & ECB/BoJ will have bigger effect on many emerging markets.

  • WW

    Worth W.

    14 10 2014 09:02

    0       0

    If major CB monetary policy ever normalizes, crowded yield assets exactly what you want to sell first... or never own at all (2 of 2)

  • WW

    Worth W.

    14 10 2014 08:57

    0       1

    Most examples of yield (Euro periphery debt, US junk bonds, EM sovereigns, etc) artificially tight as a result of monetary policy...(1 of 2)

  • WW

    Worth W.

    14 10 2014 06:39

    4       1

    Always impressed with Adam's thinking. He & Josh Ayers were 2 of Mark Hart's top proteges. BRILLIANT guy you've probably never heard of.

  • GR

    Guido R.

    2 10 2014 09:58

    0       0

    we need more character capacity in the comments space guys

  • GR

    Guido R.

    2 10 2014 08:05

    0       0

    KSA no longer provides light sweet crude required by the West. They also consume as much oil as Germany or South Korea. Run the numbers