Since the 2008 financial crisis, world’s largest central banks have unleashed a program of monetary stimulus that dwarfs anything we’ve experienced in history. With no historical precedents, how should investors navigate the risks and events that will likely exert extreme stress upon political, economic and social fabric of nations across the world. Altana Wealth’s founder Lee Robinon offers some unorthodox insights in a 45 minute interview with Real Vision TV with Grant Williams. You may not hear similar thinking from academics or CNBC-vetted pundits. Lee has the remarkable capacity to keep a mind-bogglingly detailed mental map of what’s going on in the world of business, finance and politics within a clear historical perspective and isn’t shy about laying it out as he sees it. The video is below: Continue reading
Category Archives: Asset management
Value investing vs. trend following: which is better?
In spite of the undeniably impressive track record of many trend following funds, most investors are more at home with the idea of value investing. Value investing is intuitively appealing: we all like the idea of buying something when it’s inexpensive and selling it when overvalued. To boot, value investing counts Warren Buffett and Benjamin Graham as its proponents, arguably two among the most successful investment managers ever. However, a more careful analysis of Graham’s as well as Buffett’s writings and investments turns up a big surprise… Delving into this subject, below is an excerpt from my recently published book, “Mastering Uncertainty in Commodities Trading” Continue reading
The Naked Hedgie 