In episode 352, we welcome our guest, James Rasteh, founder of Coast Capital, a fund that takes a private equity approach to investing in public markets.
In today’s episode, we talk about gold miners, European activism, and ESG. James starts by explaining why he’s so bullish on gold miners from both a macro and micro perspective that he created a fund dedicated to activist investing in that space. Then we talk about the opportunity set in Europe and why James believes the valuation difference between the U.S. and Europe isn’t justified. We even talk about the difference between being an activist investor in the U.S. and Europe.
As we wind down, James shares his frustration with the finance industry’s use of ESG as mainly a marketing exercise.
Please enjoy this episode with Coast Capital’s James Rasteh.
For detailed show notes, click here
Today’s episode is sponsored by Hone Health. Did you know men's testosterone levels can decrease by 1% - 2% per year after the age of 30? Addressing low testosterone and optimizing your hormones can improve your energy, increase your libido and muscle mass. Hone offers a safe and convenient solution to get hormone testing and meds from the comfort of home. Complete your at home biomarker testing, video chat with a doctor and get FDA approved medications that are delivered directly to your door. For a limited time only, listeners can get their at home assessment test and doctor consultation for only $45. Head over to honehealth.com/Meb to take advantage now.
Today’s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.
Today’s guest is Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management.
In today’s episode, Dr. Kelly shares his …
Today we’re sharing our 5 most popular episodes from 2022! We know it’s hard to listen to every episode, so we have the most downloaded episodes for …