Podcast

L2 Capital Podcast #16: Chat with Adam Rozencwajg – Commodities

In today’s episode, Marcelo López spoke with Adam Rozencwajg, founding partner of Goehring & Rozencwajg, an investment firm linked to natural resources such as mining, energy and agriculture.


L2 Capital Podcast #15: Chat with Vimal Gor – “illusion of liquidity”

Marcelo López spoke with Vimal Gor, head of Fixed Income and Defensive Strategies at Pendal Group, an independent Australian asset manager.


L2 Capital Podcast #14: Chat with Brandon Munro – Special Edition

In today’s episode, Marcelo López spoke with Brandon Munro, CEO of Bannerman Resources, focused on the exploration and development of uranium mines.


L2 Capital Podcast #13: Chat with Fred Hickey – Technology and Precious Metals

In today’s episode, Marcelo talked to Fred Hickey, editor of the famous publication The High Tech Strategist (HTS). The HTS is a monthly publication with more than 32 years of existence that brings to its readers an independent view on macroeconomic aspects, investments in the technology and precious metals sector.


L2 Capital Podcast #12: Chat with William Sheriff – Energy Metals and SWU

In today’s episode, Marcelo spoke with Bill Sheriff, chairman of enCore Energy Corp., a uranium exploration company with mining assets exclusively in the USA.


Jeffrey Snider

L2 Capital Podcast #11: Chat with Jeffrey Snider – Eurodollar system and financial crisis

In today’s episode, Marcelo spoke with Jeffrey Snider, Head of Global Investment Research at Alhambra Investments, a Florida-based company that provides portfolio management services to institutions with a focus on risk management.


L2 Capital Podcast #10: Chat with Marcelo López – Uranium Investment Thesis

In this special episode Marcelo López shares his insights on the uranium investment thesis. It has been recorded in Portuguese. Please share it with your Portuguese-speaking friends. – No episódio especial de hoje, invertemos os papéis. Marcelo López ocupou o lugar de convidado num bate-papo com Rafael Siqueira sobre a oportunidade de investimento em urânio. […]


L2 Capital Podcast #09: Chat with Alex Molyneux – Opportunities in the Uranium Market

In today’s episode, Marcelo Lopez spoke with Alex Molyneux, a senior executive and investor in natural resources, who today acts as an advisor to an investment fund solely focused on capturing opportunities in the uranium market.   Having already held various executive positions in companies in the sector, as he himself explains, he is able […]


L2 Capital Podcast #08: Chat with Simon Mikhailovich – Tocqueville Bullion Reserve

In today’s episode, Marcelo Lopez spoke with Simon Mikhailovich, co-founder and manager of the Tocqueville Bullion Reserve, which he describes as a global solution for those who wish to have gold and make use of a complete infrastructure with fiduciary responsibility and alignment of interests, allowing the purchase directly from the refiners.   At the […]


L2 Capital Podcast #07: Chat with Marc Faber – Gloom Boom & Doom

In today’s episode, Marcelo López talked to Marc Faber, editor and publisher of the famous report Gloom Boom & Doom and a contrarian investor known for bold investment decisions in the past.   Marcelo begins the conversation by asking about the behaviour of markets from December 2018 to the present. Marc Faber attributes the December […]


L2 Capital Podcast #06: Chat with Alasdair Macleod – Goldmoney

In today’s episode, Marcelo Lopez spoke with Alasdair Macleod, who besides being a very experienced investor, is the Head of Research at Goldmoney.


L2 Capital Podcast #05: Chat with Brandon Munro – Bannerman Resources

In this episode, Marcelo Lopez spoke with Brandon Munro, CEO of Bannerman Resources Limited, a company listed on the Australian Stock Exchange, ASX, focused on the exploration and development of uranium mines.   Munro begins by telling a little about the company’s history, as well as about his trajectory within the company, from the acquisition […]


L2 Capital Podcast #04: Chat with Martin North – Housing market in Australia

In this episode, Marcelo talks to Martin North, from Digital Finance Analytics (DFA), about the housing market in Australia. DFA is a boutique research, analysis and consulting firm providing advisory services to clients in Australia and beyond.


L2 Capital Podcast #03: Chat with Russell Napier – U.S., China and the risks for emerging markets

In this episode, Marcelo talks to Russell Napier, co-founder of the ERIC (Electronic Research Interchange) and creator of the course “A Practical History of Financial Markets”. He was also considered the No. 1 strategist in the 1990s and wrote the very famous book “Anatomy of the Bear”.


L2 Capital Podcast #02: Chat with Jim Grant – Interest rates and opportunities

In this episode, Marcelo speaks to the famous editor and founder of Grant’s Interest Rate Observer, Jim Grant, who has been writing in this publication focused in the Capital Market since 1983 and has also written books, such as The Forgotten Depression.


L2 Capital Podcast #01: Chat with Rick Rule – The Uranium Bull Market

In this first episode, Marcelo had the pleasure to talk to legendary investor Rick Rule, CEO at Sprott, Canadian company that works as a global investment and asset management focused in natural resources and precious metals.