Petrocapita is an energy investment fund built around the core premise that the world is in a bull market in commodities driven by inflation and a step-change increase in demand and, accordingly, that investments with direct or indirect exposure to commodities in a politically stable environment such as Canada will provide above average returns. Our approach is value investing informed by the Austrian School of Economics - value driven at the investment selection level with analysis based on the Austrian school of economics at the macro level to provide insight into trends.
The purpose of the podcast is to explore contemporary economic issues from an Austrian/value investor perspective and where possible to distill useful investment themes.
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