Money of Mine Finding Value in a World of Excess with Vas Piperoglou
Today’s episode is a discussion with a Money of Mine favourite and a true value investor, Vas Piperoglou.
The conversation ranged from the extended valuations in global markets, the implications of heightened Western inflation, the ongoing ramifications of the US’ seizure of Russia assets, the opportunity in gold stocks, the consequences of Australia’s energy policies and much more.
We hope you enjoy this one as much as we did.
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(0:00:00)Introduction
(0:02:18)Temperature of broarder market
(0:17:41)Australian opportunities
(0:23:25)Interest rate predictions
(0:26:38)US defecit
(0:33:55)Gold bull market
(0:39:14)When wil the top end?
(0:41:10)Gold M&A review
(0:44:40)Black Cat and Catalyst
(0:47:47)North American gold value
(0:49:00)Energy thematic
(0:55:10)Offshore energy services
(1:02:45)Changing investment philosophies
(1:06:05)Poor governance in Australia
(1:08:11)Podcast, books and newsletter recommendations