Carte-Blanche

10/06/2026

This is all the things Australia is doing wrong “Australia is generally an expensive market, and itself it is facing growing policy and cost challenges, including permitting uncertainty, high labour and energy costs, and continued concerning government actions detering private capital” and then Imagine a future of research where small and mid cap companies can be heavily researched due to advances in tech supported by AI

In an era of elevated sovereign debt, persistent geopolitical tensions, and volatile financial markets, GERAF was established to deliver investors concentrated exposure to high-quality real assets across Precious Metals, Energy, and Industrial Metals. By focusing on listed companies with global oper...

02/06/2026

And we think we know what is going on in this world. Well if the leader of the western world has no idea - good luck…

“And here's what the president told me earlier today in a phone call. He said, I don't care if they're over, honestly.
I really don't care. I couldn't care less. If they're over, they're over.
Frankly, I thought they started to get very boring. They were giving us what we needed.
But I think, I think they handled the negotiations poorly. It took too long. I thought they were tapping us along.
That's all. So the president, this was about 12, 15 this afternoon, Mike, the president suggesting that it didn't matter to him whether negotiations were on or off. Then something happened after I hung up the phone with the president because we saw this post on social media a short time later.
And the president said this, talks are continuing at a rapid pace with the Islamic Republic of Iran. So at some point between my phone call with the president and his posting of that, he must have gotten some additional information that changed his view on whether or not these negotiations were happening or not. We still haven't heard from the Iranians and that[…]”

From Closing Bell: Closing Bell Overtime: AI, Markets and the Next Big Winners 6/1/26, 2 Jun 2026
https://podcasts.apple.com/hk/podcast/closing-bell/id1612281974?l=en-GB&i=1000770647731&r=235
This material may be protected by copyright.

Podcast Episode · Closing Bell · 1 June · 44min

29/04/2026

Title says it all 95% of manufactured goods need oil or gas - how long can the worlds just-in-time supply chain survive with 20% less capacity ? It’s not just impacting gas pump prices for drivers….

01/02/2026

“We have many developed economies that are heavily leveraged with debt levels that are approaching potentially unsustainable levels. And when it comes to deleveraging, there's only so many ways that you can do that.
So you can default on your debt. And who wants to do that, right? You can cut spending and increase revenues with such often politically difficult.
Then you can grow your way out of the problem. Now, that would be a great solution, but definitely easier said than done. And then lastly, you can depreciate the real value of debt through inflation.
And when it comes down to it, I think for most economies, the path of least resistance will be the latter, using inflation as a tool to erode the real value of debt over time.”

From GARP Risk Podcast: Inside the Mind of a Buy-Side CRO, 8 Apr 2025
https://podcasts.apple.com/hk/podcast/garp-risk-podcast/id1297366189?l=en-GB&i=1000702640032&r=371
This material may be protected by copyright.

Podcast Episode · GARP Risk Podcast · 08/04/2025 · 36m

09/11/2025

Does printing money stifle productivity growth?? Debt - money printing causes inflation and if productivity doesn’t increase then the result is a drop in standard of living - seems like a better solution than facing a recession and people losing their jobs as long as productivity catches up. But a hidden problem is that it artificially protects the people that are unproductive and those who would have been culled in a recession. This slow productivity growth and leads to the unsustainable worst case scenario Ray Dalio so grimly predicts…

The billionaire hedge fund manager says that U.S. economic strength now rests on high-productivity workers, with the bottom 60% “unproductive”

05/10/2025

People used to think China’s statistics were unreliable - what do we do when the world’s most advanced economies can’t produce basic statistical data - even when it does - can we trust it?

While the BLS has gone dark with the shutdown, other reports suggest the labor market just plodded along in September.

21/09/2025

Time IN the market vs timing the market - KD bought bitcoin in 2016 forgot his coinbase password so never sold it - up at least 11,000% as of 2025… the power of buy and hold - how many active investors can match this return? Time IN the market vs timing the market…

NBA Superstar Kevin Durant explains live on CNBC how he was buying Bitcoin in 2014."CRYPTO IS THE FUTURE OF THE WORLD."

04/09/2025

Microsoft taking energy security into their own hands ? Electricity is the new oil and those who have and those who don’t….

Microsoft has become the first of the global tech giants to join World Nuclear Association, underscoring the growing recognition of nuclear energy as an essential foundation for powering the digital economy and achieving ambitious climate goals, the Association said.  ;

26/08/2025

The Oil boom sped up the industrialisation of the world and Electricity is the new oil so are these are the countries handicapped in the digital revolution ? How can we get more cheap electricity to gain an advantage in the digital world?

05/06/2025

Remind me again why $400 billion of our Superanuation funds are going to the US? Imagine a thriving startup scene in Australia supported by $400 billion in capital, top tier research and the Aussie entrepreneurial spirit…

Australia is sitting on a massive pot of wealth from the enviable Superanuation system and all that capital is heading overseas and now to be taxed to fund the US fiscal deficit…

Republicans are pushing for investors from countries deemed to discriminate against American businesses to pay more as part of the White House’s budget bill.