Mark Latham

Mark Latham, a market veteran and investment futurist with over 40 years in commodities, discusses his journey founding Commodity Intelligence and The Angry Portfolio. He delves into the impact of technology on traditional sectors and highlights how investor bias often leads to missed opportunities. The conversation includes insights on NVIDIA's rise in the AI space, the investment potential of Cyprus, and the significance of understanding global market dynamics amid shifting demographics. Latham emphasizes the need for distinguishing signal from noise in today's fast-paced environment.