I have a pal named Scott. He has been a gold fund manager until the current time, as now he is closing the fund and just going to be a regular player, like myself. He was the one who originally guided me to the compelling story of Great Bear Resources (GBR.V) as a high conviction investment (now sold at a big profit as I don’t want to hold its acquirer, KGC).
He is also a really good musician and a lunatic to boot. I consider myself paler versions of those same things too. He is really interesting to talk to and knows he’s a lunatic (my word for scary financial/economic/political realist/alarmist in this case), while I can drone on, hem and haw and keep one foot in Wonderland and one foot outside, above the rabbit hole for functional reasons.
We are kicking around the idea of doing a podcast. My reservation is that I am the indicators guy, the TA guy, the ‘yeah, it’s completely fucked up out there but things can remain irrational longer than you can realistically hold your conviction about it’ guy. In other words, he’s the interesting guy and I may be the boring guy. That’s my reservation about a podcast; that second thing.
But if we do it I’d like to feature guests on occasion. I know several subscribers who are financial professionals and others out there who I think are interesting people. I would think Scott and I may just as readily talk about music or the social/political state of modern America as gold or markets in general. Personally, if anyone ever wants to engage in a discussion about hockey in general and the NY Rangers in particular, I’m up for it.
Anyway, thoughts on this? I am not positive I want to do it yet, but definitely thinking about it.