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Interview with a deep value contrarian
In this wide-ranging interview with Collins St Asset Management’s Michael Goldberg, we discuss what it means to be a value investor and a contrarian. Michael reveals where he sees opportunities in today’s market, with a specific focus on gold and oil stocks. Regards, Greg Canavan, Editor, Fat Tail Alliance, The Insider and Fat Tail Investment…
Commodities
The Junta Shakeup: Uranium Supply Risks Loom
Former geologist James Cooper revisits the geopolitical threats spreading across resource markets and the opportunities they present. In today’s update, James highlights the emerging threat in the uranium market.
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Technology
Next Year’s Tech Buzzword: ‘Agentic AI’
Want to impress your family at Christmas lunch with your tech-savvy? Forget chatbots and Generative AI — Next year’s buzzword is ‘Agentic AI,’ and it might just be worth more than dinner table conversation points.

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