February 4, 2024
Last week, I published a long-form essay and a video keynote sharing some thoughts on the rise and fall of an empire. My goal was to show that history is a movie that plays on repeat. An objective look at the Portuguese, Spanish, Dutch and British Empires (and the rise of the Americans) will...
January 28, 2024
Last week we wrapped up the 2024 Vancouver Resource Investment Conference (VRIC). I’ve heard from so many of you that this was the best conference we have ever put together - I am overwhelmed with gratitude and very excited for the years to come. Here are a few highlights from the event...
December 17, 2023
One thing, and then another thing. Recently, I worked on a project with a partner. I rarely work with partners. Many times throughout this project, I was caught off guard by the ease - and frankly, generosity, with which this partner operated. There were a few instances where I found...
November 26, 2023
One thing, and then another thing. Recently, I worked on a project with a partner. I rarely work with partners. Many times throughout this project, I was caught off guard by the ease - and frankly, generosity, with which this partner operated. There were a few instances where I found...
November 19, 2023
There is a lot of emphasis these days on rest and recovery. Endless newsletters and podcasts that share the importance of healing and being “kind to yourself.” And I agree - rest, recovery, and a good debrief are important - as long as you have something to rest from. The problem is...
November 12, 2023
In May of 1915, the son of railroad magnate Cornelius “The Commodore” Vanderbilt was travelling from New York to Britain for an important business meeting. In order to cut down on his fuel expenses, the captain shut off the fourth boiler and slowed the ship's voyage, causing a...
November 5, 2023
In the documentary “How to Live Forever,” a French centenarian was asked, “What was the happiest day of your life?” “Armistice Day,” she said, referring to the 1918 agreement that ended World War I. “Why?” the producer asks. “Because we...
October 29, 2023
In 2016, I met a young tech entrepreneur who was trying to raise two million dollars. He was building a predictive analytics company for biomarkers. Readers know I love the health science world. I was fascinated by the company's potential but skeptical about commercialization. We met at a...
October 22, 2023
Three years ago, when I was interviewing public company CEOs, I would get a common request before we hit record, “Make sure you ask me about our ESG strategies.” ESG, or Environmental, Social and Governance, was the future of responsible commerce. Every public-facing CEO believed...
October 15, 2023
In the late 19th and early 20th century, the United States went to war for bananas. The Banana Wars were a series of military interventions into the Caribbean to protect the interests of the United Fruit Company. Tens of thousands of people died in countries like Haiti, Nicaragua, the Dominican...
October 15, 2023
In the late 19th and early 20th century, the United States went to war for bananas. The Banana Wars were a series of military interventions into the Caribbean to protect the interests of the United Fruit Company. Tens of thousands of people died in countries like Haiti, Nicaragua, the Dominican...
October 14, 2023
Tomorrow, I am making a special announcement. For the last 18 months, I have received a steady stream of emails from subscribers, just like you, asking me a similar question. Maybe you have been watching stocks. You’ve noticed that the market has continued to consolidate into fewer and...
October 1, 2023
Welcome to our new subscribers. I am honoured to have you here. In my Sunday essay, I study the way that humans interact with each other. I am an investor and an entrepreneur. However, I have learned that trying to understand trends in money flow and markets before understanding human nature...
September 24, 2023
Welcome to the surge of new subscribers that joined us this week. I am very honoured to have you here. In my Sunday essay, I study the way that humans interact with each other. I am an investor and an entrepreneur. However, I have learned that trying to understand trends in money flow and...