32:05
Essential
•Skin In The Game
The Pain and Pleasure of Inflection Points
Adam Rodman, founder and CIO of Segra Capital Management,
Featuring Adam Rodman
Jul 23, 2018 • 32 minutes
Adam Rodman, founder and CIO of Segra Capital Management, provides a peek into his portfolio. He is still excited about uranium, thinks gold miners could be at a turning point, and sees deep value in specialist ocean-going tankers. He also relives the experience of being short an Argentinian equity market that was rising perilously against him. Filmed on July 3, 2018 in Dallas.
Show MoreWhat is the big money up to right now? In each episode of “Skin in the Game,” an esteemed fund manager sits down to discuss their outlook on the markets, their current portfolio positioning, and their best investment idea.
More EpisodesWhat is the big money up to right now? In each episode of “Skin in the Game,” an esteemed fund manager sits down to discuss their outlook on the markets, their current portfolio positioning, and their best investment idea.
More Episodes
COMMENTS
Sort ByAccess Essential Content
This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?
See Our PlansAlready have an account? Log In