Maurice Jackson of Proven & Probable has recently conducted a new interview with our friend and occasional contributor to this site, Jayant Bhandari, who is inter alia the host of the annual Capitalism and Morality seminar.
A wide range of topics is discussed, from the strong US Dollar and its collapsing counterparts in emerging markets, to the looming threat of trade wars, to US foreign policy and the importance of gold as an insurance policy. As is his wont, Jayant brings a perspective that is often characterized by a refreshing dose of contrarian thinking.
Last but not least, Jayant names several companies in the junior mining space he believes to represent interesting opportunities at the current juncture. We urge readers to always do their own due diligence, but we also believe it cannot hurt to occasionally get a few pointers on where to look, especially if they come from someone who is well-known for his expertise in the sector.