Jake Klein: The West is ill-prepared for what lies ahead and the gold price reflects this
Success and More Interesting StuffShow Notes
Jake Klein left a high-flying banking career to chase a hunch about gold, and it paid off in spades. From pioneering mining ventures in China to building Evolution Mining into a $16 billion powerhouse, Klein has made a habit of spotting value where others see risk. In this episode of Success and More Interesting Stuff, he shares how growing up in South Africa shaped his thinking, why Western democracies are unprepared for what’s coming, and what the gold price is really telling us.
More from Success and More Interesting Stuff
Alf Ianniello joined Codan in early 2022 as CEO. Since then, the profits have almost doubled, and the share price is up around 750%. Codan’s market capitalisation is over $12 billion, making it the largest technology stock on the ASX.
Matthew Jinks is helping power Australia’s digital revolution. As CEO of SKS Technologies (ASX: SKS), he spearheaded an extraordinary transformation, pivoting a small commercial electrical firm into a $1 billion data-centre leader and driving a stunning 4,500% share price surge in just three years. In this episode of Success and More Interesting Stuff, Jinks discusses scaling operations, partnering with global tech players, and meeting the massive electrical demand of the data-centre buildout.
Success and More Interesting Stuff has enjoyed conversations with a range of stock market participants. We have never talked to a lawyer - until today. David Friedlander could possibly be one of the most influential people in Australian corporate activity over the last 40 years.In this episode of Success and More Interesting Stuff, David shares his insights on the impact of AI on the legal profession and takes us inside some of Australia's biggest corporate deals.
The geopolitical and economic tides have shifted. Recent decades played out against a backdrop of globalisation, disinflation, falling interest rates, and above-normal equity market returns. That era is behind us, and the path forward looks vastly different. This shift sits at the core of this special episode, which brings together three leaders in equity investing, gold mining, and economics. The panel dives into the outlook for geopolitics, commodities, inflation, and equities - highlighting both the challenges and the unique opportunities ahead.
Morry Waked revolutionised the funds management industry in Australia. Armed with a natural gift for mathematics and the rigorous training of an actuary, he made the leap from insurance to the equities market and helped turn quantitative investing into a legitimate, powerhouse strategy. By using sophisticated algorithms to strip away emotion and generate above-average returns, Morry has spent over 20 years at the absolute frontier of Australian finance.