0:00
/
0:00
Preview

Geólogo & Trader Ferg #14 🎙️

Chinese Tech, Gold Miners, Uranium Pain, Gas-Coal Markets, and Canadian Oil – Portfolio Strategy, Asymmetric Bets, and Substack Writing.

I’m back in Asunción, Paraguay and just returned from a visit to the National Congress. I was invited by Edu Nakayama - a VERY courageous Paraguayan Senator and historian in a country rife with corruption.

Anyway, here are the timestamps from a great chat with Ferg - a ton of value in this one - hopefully answered all your question!

Apologies for the poor…

This post is for paid subscribers