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THE BARBAROUS RELIC IN THE 21st Century

Issue 20.5, Auckland, 28 December 2020 Warren Buffett is often quoted as calling gold a “barbarous relic”.  While this is a misquote, it was actually John Maynard Keynes talking about the early 20th-century gold standard, Buffet is certainly no fan of...

AN EYE FOR DIVERSIFICATION

Issue 20.4, Auckland, 18 December 2020 My best friend was a university professor in Kiev. The son of a military colonel, Alexander worked his way up in the Soviet system. First as a Young Pioneer, then a dedicated Komsomol member through his university years. Shortly...

BREAKING THE SILENCE

Issue 20.3, Auckland, 11 December 2020 We have been rather quiet the past several months. When we wrapped up the Angel’s Advocate earlier this year, we began developing content to expand the Global Investor podcast to include this newsletter, deep dive...