JD and Emanuel Datt, founder of Datt Capital, sat down for a broad-ranging 1 on 1 discussion.
We went in-depth on Emanuel’s investment style, what the current macro environment is looking like, and what his thoughts are on various commodities as well as digging into a few stock-specific thoughts. In addition, we couldn’t resist a rapid-fire under-rated vs over-rated round to finish things off.
All Money of Mine episodes are for informational purposes only and may contain forward-looking statements that may not eventuate. The co-hosts are not financial advisers and any views expressed are their opinion only. Please do your own research before making any investment decision or alternatively seek advice from a registered financial professional.
Thank you to our Podcast Partners:
Terra Capital – Specialist Investment manager in the natural resources sector
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Chapters:
(0:00) Preview
(0:39) Intro to the interview
(4:57) Interview with Emanuel
(6:23) Being a Unique & Uncorrelated Fund Manager
(12:15) Extracting Value from Twitter
(13:40) Getting up the Curve Yourself
(16:08) Instinct vs. Intuition
(17:14) Not Engaging Management
(20:41) Running an Absolute Return Fund
(21:45) Being an Activist
(24:05) The Macro
(25:30) Large Cap vs Small Cap Value Divergence
(27:40) Getting compensated for Illiquidity
(30:45) Tech vs Resources
(34:00) Risks of Holding Coal
(36:35) The Rare Earths Outlook
(38:52) What to look out for as a WA1 Holder
(43:00) Seeing Value in GL1
(46:06) Dreadnought’s News on the Horizon
(47:18) Adriatic inching toward Production
(53:56) Over-rated vs. Under-rated!
Money of Mine