Tav’s 2 Cents

Talking Bitcoin - Luke Broyles

Had a conversation a few weeks back on Bitcoin with Luke Broyles.

Thought you all may be interested in a quick chat on the macro landscape for the asset.

Hope you enjoy the Pod!

For more from Luke check him out on X and YT @Luke_Broyles or on the site below! https://www.thebitcoinadviser.com/lukebroyles

Carbonomix - Aduro Clean Technologies (ACT.CN)

An analysis on the company Adore Clean Technologies (ACT.CN) from Carbonomix!

If you enjoyed this content be sure to check out Carbonomix YouTube channel here⬇️ https://m.youtube.com/channel/UCcACKsXAe8ZNS29TJDdp7mw

Hope you enjoy the show,

Thanks for listening!

Simon Handrahan (Recorded LIVE) - Market Conditions

Join Simon and I as we discuss current market conditions (Sep 4 2023)

Thanks for listening!

If you're interested in Simon's content you can find links to his Substack as well as his Twitter handle below.

Simon’s substack https://www.marginofsafetyinvesting.com

Simon’s Twitter @MOS_Investing

Shubham Garg - Junior Growth In Oil

Another fantastic, oil focused pod with Shubham Garg  @WhiteTundraSG ! Shubham puts on a clinic with every interview and this latest appearance does not disappoint!

In this episode, Shubham and I discuss;

00:55 White Tundra Investments and White Tundra Petroleum Limited

06:06 The relevance of geology

12:15 A summary of Shubham’s X space “Case study on junior growth Canadian E&P’s of the past”

20:13 Shubham’s thoughts on Prospera Energy $PEI.V

34:10 Do junior energy companies have higher regulatory risk?

39:10 Macro Oil 48:18 What oil price do junior energy companies need to be successful?

53:26 What impact does the USD have on North American oil companies?

All in all a great discussion! Hope you enjoy the show! You can find more of Shubham's content/research at https://www.whitetundra.ca

I highly recommend anyone interested in O&G check out his site, there is a ton of great information there including WhIte Tundra Investment's holding and Shubham's personal portfolio.

Brian Feroldi - Invest In Your Mindset

Being human provides a distinct disadvantage while attempting to invest optimally. The issue is, we are emotional. The psychological aspect of investing is one that is discussed often and the ability to control emotion is argued by many to be the single most important aspect of an investor's strategy. For this reason, I thought the subject of psychology in investing may provide a fantastic discussion with one of the great minds of our current day, Brian Feroldi!

In this episode, Brian and I discuss;

2:02 What psychological hurdles do investors need to conquer if they are to be successful investors?

4:00 How can investors maintain conviction during a bear market?

7:15 How can investors maintain control over emotions such as FOMO?

10:00 How can investors adjust their portfolios based on their personalities/circumstances?

13:37 How can investors prepare themselves for downside risk?

20:44 Is Brain’s strategy set or does he still tweak it now and then?

22:55 Should we study psychological or technical expertise from great investors?

25:30 Final thoughts and tips from Brian

Thanks for watching/listening! If you’re interested in Brian’s content you can find links to his Twitter, e-Book, and courses below!

Brain's Twitter: https://twitter.com/BrianFeroldi?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

Financial Wellness Course: https://financialwellness.school/ Brian’s e-Book (Free Download!) https://brianferoldi.ck.page/100quotes

Doomberg - Uranium On The Cranium

When I think energy, I think Doomberg!

Uranium and nuclear energy have been top of mind for me as of late so this interview with Doomberg came at a perfect time! What a great opportunity to interview someone as knowledgeable as Doomberg on a subject that I am diving in to head first!

 

Doomberg provided some fantastic insight into the nuclear space in this pod so sit back and enjoy!

 

In this pod we discuss:

1:59 – The History of Nuclear

4:09 – Why Germany Shut Down Their Reactors?

6:19 – Who Supressed Nuclear Power and Why?

9:25 – SMRs

12:40 – Where Does Doomberg See Uranium Now, and, Where Do You See It Going?

14:14 – Uranium Political Risk in Kazakstan?

16:23 – How is the Ukrainian War shaping up today?

19:14 – Have perceptions about nuclear changed?

21:28 – Fusion

23:47 – What is going on at the NRC?

26:15 – Oil and Gas

29:36 – Where to Find Doomberg’s Content

If you would liked this episode and would like to see more, you can find Doomberg's content via the links below

Substack: https://doomberg.substack.com/about

Twitter: https://twitter.com/DoombergT?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

All the best,

Joe

 

 

 

Joe Brown - Macro or Micro?

Regardless if I am interviewing Joe Brown or listening to Joe’s pod “Financial Heresy”, the guy never disappoints!

In this interview with Joe Brown I had the opportunity to pick Joe’s brain on some of the issues that have been plaguing me while developing my investment philosophy. Starting with one of the most important questions that an investor will inevitably ask themselves “should I focus on the macro, or the micro”.

In this episode Joe and I discuss,

03:21 Does Joe Brown prefer a top-down (macro) or bottom-up (micro) approach to investing

08:39 Joe Brown’s thoughts on timing the market

17:10 Where/when can we find opportunity in the stock market?

21:50 Portfolio allocation

31:55 When to rebalance

38:06 What Joe Brown has learned while building his YouTube channel

51:23 What we can learn from successful businesses

Thanks for watching/listening!

If you are interested in checking out more of Joe Brown’s content, see the links below.

Courses: https://heresyfinancial.teachable.com/bundles/hfu-membership?affcode=1346710_s4rvzz0q

YouTube: https://www.youtube.com/@HeresyFinancial

Twitter: https://twitter.com/heresyfinancial

Carbonomix - Investing For The Future

Had a great discussion on carbon, plastic, ESG, and energy last week with the man behind the Twitter/YouTube handle  @Carbonomix . If you’re interested in gaining some perspective on the green energy transition, give this one a listen!

In this episode we discuss;

5:44 where are we in the cycle for carbon credits

7:00 Carbonomix thoughts on the state of trade amongst credit issuers, traders, and developers

10:00 Net-zero LNG contracts and how Abaxx Technologies ABXX.TO is developing new contract options for purchasers/sellers

12:10 Carbonomix thoughts on ABXX.TO

15:50 What is Web 3.0

16:43 Carbonomix discusses Base Carbon BCBN.NE

20:14 Should we be skeptical of small cap stocks in an emerging sector?

25:29 Will energy companies have a definite advantage in carbon markets moving forward?

28:30 Aduro Clean Technologies ACT.CN and plastic credits 52:10 Carbonomix view on the mining sector today

Also, if you found this pod helpful, there is much more great content on the Carbonomix YouTube channel here⬇️ https://m.youtube.com/channel/UCcACKsXAe8ZNS29TJDdp7mw Hope you enjoy the show, Thanks for listening!

Andy Wang - Interest Rates and The Fed

What an amazing discussion with a true money master. Andy Wang! Andy has accumulated over 20 years of experience in finance by helping clients manage their investments, financial plans, and retirement plans. Andy is also the host of the Inspired Money podcast, a show that has been published every week for over four years! Andy is a true wealth of knowledge and I believe this is a fantastic episode for anyone looking to learn more about inflation, the banking crisis, investing, or personal finance.

In this episode, Andy and I discuss

1:35 inflation, macroeconomics, and The Fed

5:30 Why are banks so sensitive to rate hikes?

11:20 What is Jerome Powell’s plan?

13:20 What happens when the treasury distributes wealth inequitably?

16:09 How can we prepare ourselves financially for an inflationary environment?

24:35 What lessons has Andy learned from recording his podcast “Inspired Money”

29:13 What has Andy learned about success over the years

33:11 Why goals are important

Hope you enjoy the content!

You can find more or Andy’s content here⬇️

https://www.runnymede.com/inspired-money/

Joe Brown - Economic Cycles and Monetary Systems

Wow! What a podcast!

This episode of the Tav’s 2 Cents podcast with Joe Brown is exactly why I began this journey in the first place. To learn from the best and brightest and have the opportunity to ask my own questions in real time! Recording this pod was a true learning experience for me and I am hopeful that anyone watching/learning can learn as much as I did. Joe is a true master of the space and a highly recommended follow/sub for anyone interested in financial subjects.

In this pod we discuss:

00:50 The history of money

14:50 Joe Brown’s thoughts on our current economic cycle

19:44 What indicators Joe Brown likes to watch and why the bond market is so significant to the macroeconomic landscape

26:05 Joe Brown’s thoughts on inflation and inequality within the economy

32:52 Joe Brown’s thoughts on expensive items in a deflationary/recessionary environment

37:38 How to identify the tops and bottoms of economic cycles

Such a great session!

If you are interested in Joe Brown’s content you can find him on YouTube and elsewhere on the links below!

Thanks for watching/listening!

YouTube: https://www.youtube.com/@HeresyFinancial

Twitter: https://twitter.com/heresyfinancial