Feb 13 2024 32 mins 4
In this episode, former professional athlete now Cerutty Macro Fund’s portfolio manager, Chris Judd joins Shae Russell to talk about Cerutty view gold as a currency, why uranium is looking a little bubbly and the enormous potential in tin.
(2:35) Leaning a new trade
(4:27) How a share magazine from the 1990s blossomed into an investing career
(6:28) ‘Fish where other people aren’t fishing’
(9:12) Why Cerutty views gold as a currency
(12:30) Not your average investment partner
(16:44) Tolerating volatility for (hopeful) long term rewards
(24:02) Being socially mindful regarding investments
(27:19) Broad disinterest in micro-cap stocks makes the sector tempting
(30:00) A Japanese whiskey or a margarita
