L2 Capital

In today's episode, Marcelo López spoke with Brandon Munro, CEO of Bannerman Resources, a company focused on the exploration and development of uranium mines in Namibia. Brandon was our L2 Capital Podcast episode 5 guest, where he talked about the dynamics of the uranium sector and his views about it. In today’s special episode, the conversation focuses on the recently announced White House decisi...

In today's episode, Marcelo talked to Fred Hickey, editor of the famous publication The High Tech Strategis (HTS). The HTS is a monthly publication with more than 32 years of existence that brings to its readers an independent view on macroeconomic aspects, investments in the technology and precious metals sector. Fred explains that he began following and writing about precious metals in the early...

In today's episode, Marcelo spoke with Bill Sheriff, chairman of enCore Energy Corp., a uranium exploration company with mining assets exclusively in the USA. Sheriff, who has worked as a geologist, a broker and a market maker, begins by talking about the history of Energy Metals, a company he founded with a market capitalization of US$1 million and sold a few years later for US$1.5 billion. Bill...

In today's episode, Marcelo spoke with Jeffrey Snider, Head of Global Investment Research at Alhambra Investments, a Florida-based company that provides portfolio management services to institutions with a focus on risk management. Jeffrey Snider is one of the few people to openly and consistently talk about the Eurodollar System and he spoke to Marcelo extensively about the subject in this episod...

In this special episode Marcelo López shares his insights on the uranium investment thesis. It has been recorded in Portuguese. Please share it with your Portuguese-speaking friends. - No episódio especial de hoje, invertemos os papéis. Marcelo López ocupou o lugar de convidado num bate-papo com Rafael Siqueira sobre a oportunidade de investimento em urânio. Quer entender por que a L2 Capital acre...

In today's episode, Marcelo Lopez spoke with Alex Molyneux, a senior executive and investor in natural resources, who today acts as an advisor to an investment fund solely focused on capturing opportunities in the uranium market. Having already held various executive positions in companies in the sector, as he himself explains, he is able to have a deeper technical understanding of uranium particu...

In today's episode, Marcelo Lopez spoke with Simon Mikhailovich, co-founder and manager of the Tocqueville Bullion Reserve, which he describes as a global solution for those who wish to have gold and make use of a complete infrastructure with fiduciary responsibility and alignment of interests, allowing the purchase directly from the refiners. At the beginning of the conversation, Simon draws a di...

In today's episode, Marcelo López talked to Marc Faber, editor and publisher of the famous report Gloom Boom & Doom and a contrarian investor known for bold investment decisions in the past. Marcelo begins the conversation by asking about the behaviour of markets from December 2018 to the present. Marc Faber attributes the December declines and reaction seen in 2019 to a number of factors, inc...

In today's episode, Marcelo Lopez spoke with Alasdair Macleod, who besides being a very experienced investor, is the Head of Research at Goldmoney. Alasdair talks about Goldmoney acting as custodian for clients around the world who wish to store precious metals outside the banking system and also the interesting services it provides to its investors. When questioned about the recent market perform...

In this episode, Marcelo Lopez spoke with Brandon Munro, CEO of Bannerman Resources Limited, a company listed on the Australian Stock Exchange, ASX, focused on the exploration and development of uranium mines. Munro begins by telling a little about the company's history, as well as about his trajectory within the company, from the acquisition of the Etango Project in Namibia, various studies and l...

 In this episode, Marcelo talks to Martin North, from Digital Finance Analytics (DFA). DFA is a boutique research, analysis and consulting firm providing advisory services to clients in Australia and beyond.   Martin starts by explaining how his company, DFA, conducts the research and consulting work. DFA follows a philosophy of its own and looks at different perspectives, with a wealth...

In this episode, Marcelo talks to Russell Napier, co-founder of the ERIC (Electronic Research Interchange) and creator of the course "A Practical History of Financial Markets". He was also considered the No. 1 strategist in the 1990s and wrote the very famous book "Anatomy of the Bear." After talking about ERIC, which is a website for institutional investors to buy independent market research, Rus...

The L2 Capital Podcast focuses on potential opportunities in the market, and brings to you industry leaders and intelligent conversation about their respective areas of expertise. In this episode, Marcelo speaks to the famous editor and founder of Grant’s Interest Rate Observer, Jim Grant, who has been writing in this publication focused in the Capital Market since 1983 and has also written books,...

The L2 Capital Podcast focuses on potential opportunities in the market, and brings to you industry leaders and intelligent conversation about their respective areas of expertise. In this first episode, Marcelo had the pleasure to talk to legendary investor Rick Rule, CEO at Sprott, Canadian company that works as a global investment and asset management focused in natural resources and precious me...