Kontrarian Korner x Yurta: Market Overvaluation, AI CapEx, and Commodities

The conversation delves into the world of litigation plays, focusing on identifying investment opportunities, challenges of legal due diligence, portfolio allocation, sovereign litigations, and Venezuela's debt and investment potential. Scott Osheroff and Oliver Mitchell provide insights into the complexities and potential rewards of investing in legal disputes and sovereign debt.TakeawaysLitigation plays offer substantial upside potentialLegal due diligence requires deep understanding and attention to detailSovereign litigations present unique investment opportunitiesChapters00:00 Introduction to Litigation Plays02:19 Identifying Investment Opportunities15:10 Portfolio Allocation and Sizing30:06 Sovereign Litigations and OpportunitiesSubscribe to Scott’s Telegram Channel YurtaSubscribe to Oliver’s Substack Case Research | Substack

Kontrarian Korner x YurtaMarket Overvaluation, AI Capex and CommoditiesScott Osheroff joins Ben Kontrarian Korner to discuss overvaluation in today’s financial markets, AI announced CapEx versus reality, and the broader implications for base metals, fertilizers, and cannabis.Subscribe toBen Kelleran's substack Kontrarian Korner Ben's Podcast Kontrarian Korner Scott's Telegram Channel Yurta-Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.

How President Trump's proposed policies impact global trade flows, China as an exporter of deflation with a strong RMB, the argument for a new "Plaza Accord" to weaken the USD, and the prospects of mainstream adoption of digital assets on the horizon. SUBSCRIBE: ⁠⁠Yurta⁠⁠ ⁠⁠Nutstuff⁠⁠ Twitter: ⁠⁠Yurta⁠⁠ ⁠⁠Nutstuff⁠⁠ Website: ⁠⁠Nutstuff.co⁠⁠ Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.

Undervalued oil and gas equities look set for a move, digital asset developments & Elon's DOGE, BRICS, and positioning for potential peace post US elections. SUBSCRIBE: ⁠Yurta⁠ ⁠Nutstuff⁠ Twitter: ⁠Yurta⁠ ⁠Nutstuff⁠ Website: ⁠Nutstuff.co⁠ Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.

Scott & Will introduce the "Look Out the Frikkin' Window Podcast" and dive into macro, east versus west, Chinese stimulus, cannabis, and more. SUBSCRIBE: Yurta Nutstuff Twitter: Yurta Nutstuff Website: Nutstuff.co Disclaimer: Anything discussed in this podcast is not to be taken as investment advice. This podcast is for informational and entertainment purposes only. Please do your own due diligence and consult your own financial advisor.