Adam Rodman – Think Piece

Published on
September 29th, 2014
Duration
28 minutes

Adam Rodman – Think Piece

Think Piece ·
Featuring Adam Rodman

Published on: September 29th, 2014 • Duration: 28 minutes

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.

Comments

  • GC
    Grant C.
    23 January 2018 @ 07:12
    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 January 2018 @ 13:21
    So 3 years later this guy talks same thing. So far nothing happened.
  • RO
    Robert O.
    30 November 2014 @ 21:51
    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 October 2014 @ 00:08
    If China starts producing LFTRs fueled with Thorium, won't Uranium be close to worthless?
  • KS
    Kashyap S.
    19 October 2014 @ 08:45
    Very insightful. Investor protection in those frontier markets is the big question mark, however.
  • WW
    Worth W. | Contributor
    14 October 2014 @ 09:14
    Adam's thoughts on yield are particularly interesting b/c macro managers are struggling to fund their negative carry asymmetric trades.
  • WW
    Worth W. | Contributor
    14 October 2014 @ 09:06
    Rush of liquidity masked deterioration in EM fundamentals by filling capital accounts & banking systems since '08. Get ready for a reversal!
  • WW
    Worth W. | Contributor
    14 October 2014 @ 09:04
    Ripple effects of policy divergence b/t Fed & ECB/BoJ will have bigger effect on many emerging markets.
  • WW
    Worth W. | Contributor
    14 October 2014 @ 09:02
    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. | Contributor
    14 October 2014 @ 08:57
    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. | Contributor
    14 October 2014 @ 06:39
    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 October 2014 @ 09:58
    we need more character capacity in the comments space guys
  • GR
    Guido R.
    2 October 2014 @ 08:05
    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