Interview at MOI Global on January 21, 2025

I enjoyed my interview with Manual of Ideas Global for Best Ideas 2025. I talked about the boom and bust cycles in various industries especially industrial real estate and oil and shipping, investing in coal businesses, and selecting ideas for creating a portfolio.

Enjoy!

https://www.youtube.com/watch?v=MGqKFwtCWnU

Here is the link to the podcast:​

• Apple Podcasts
• Spotify

If you prefer reading over listening, here is the transcript.