The ROI Channel

Feb 03 2025 9 ep. 43 mins 1
The ROI Channel Podcast artwork

A private publication for investors seeking high quality investment opportunities, presented to them in a simple, easy to understand format.

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Peak Cheap Oil Is A Myth | @Doomberg

Feb 03 2025 39 mins  
In the latest episode of The ROI Club Podcast, I sat down with Doomberg to unpack the whirlwind of geopolitical and financial market shifts that have dominated headlines since the start of the year. Doomberg, known for their sharp analysis, provided deep insights into energy markets, inflationary trends, and the macro forces shaping global investments.We kicked off by discussing th

Huge Global Shifts Are Afoot - Here's How To Profit.

Jan 11 2025 59 mins  
Welcome back to The ROI Club!In this episode, I was delighted to chat with John Polomny, an expert in energy and commodities investing. We explore some of the market themes I’ve had my eye on and it was fantastic to be able to run them by John. Be sure to check out his sub stack via the link above.A key idea that’s been on my mind recently has been moving my focus positioning m

Looking For Income In 2025? Feat. Value Degen.

Dec 30 2024 37 mins  
This is a free preview of a paid episode. To hear more, visit theroiclub.substack.comWelcome back to The ROI Club!Firstly, thank you so much for your support throughout the year, I hope that my content has added value to your life and provided a pleasing return on your investment.One of my goals in 2025 is to reduce the number of tasks in my workload and focus on the most pertinent

$ARIS - Trading a 1x 2027 Cashflows?

Dec 23 2024 1 mins  
This is a free preview of a paid episode. To hear more, visit theroiclub.substack.comWelcome back to the ROI Club,In my previous article I wrote: Land is the longest-lived business asset and (along with water) probably the only perpetuity business asset that’s inflation-benefitting over the fullness of time.The most valuable land on planet earth is arguably the Permian Basin, whi

Navigating Argentine Real Estate

Dec 23 2024 47 mins  
Welcome back to The ROI Club.In this episode I had the pleasure of discussing the key details of real estate investing with Michael from BuySellBA.I’ve been keeping an eye on the market there for some time but am aware there are so many potential pitfalls and nuances to surviving that scene that it was great to call in the expert.I think you’re going to love this episode as Mic

A Deep Dive into Special Situation Investing with 6 Bravo.

Dec 18 2024 45 mins  
Welcome back to The ROI Club! I had the pleasure of catching up with two mavericks: Josh and James, the sharp minds behind Six Bravo, a Substack that’s deep into special situation investing.In this episode, we explore:* The story behind 6 Bravo and its military-inspired name.* Identifying special situations.* Our shared admiration for Murray Stahl and the team at Horizon Kinetics

Ben Kelleran - The Multi-Bagger CPA

Oct 03 2024 58 mins  
Welcome to the ROI club.In this episode I had the pleasure of hosting BR Kelleran, be sure to subscribe to his sub-stack as its a treasure chest of value.The last time we spoke I was on my tour of Northern Argentina, where Ben elicited his case for why I should not be lazy and do more work on $HCC .In case you missed it - Check the episode our here:Podcast Summary:* Ben outlines wh

Gold & Silver Bull Market = Chance Of A Lifetime.

Sep 27 2024 52 mins  
Welcome back to the ROI club, a private club dedicated to sophisticated investors.If you’ve been a member for any length of time you’ll know my only real concern in life right now is the threat of inflation and all the destructive things it brings.I first saw the threat emerge in 2020 via a collection of governmental responses to the pandemic in terms of policies which all woul

“ If you’re bullish silver, you have to be mega-bullish platinum & Uranium! ”

Sep 27 2022 54 mins  
How would you measure distance, weight or time if the unit of measurement kept changing on a daily basis? Tricky no? Well guess what! If you've only ever priced items, assets or your income in your local currency (Dollars, Euros, Yen etc) that's exactly what you've been doing. In this interview Andy from @Finding Value Finance shows how using ratios to value one as