The FiftyOne Capital Podcast: Recent Episodes
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These brief audio updates provide our investors and those who follow us the latest on our macro views, the funds performance and positioning. Or just topics of interest as we navigate the global markets.
The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
Has the pain for HODL'ers just started?
The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
We sat down for a long form, in depth discussion with Paul Rennie from Paradigm Biopharmaceuticals. PAR has been a core holding for FiftyOne Capital almost from inception and we foresee some major catalysts ahead for the company. The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
A review of the past month, the 5GG IPO and our participation and some general thoughts.
A further update on Paradigm Biopharmaceuticals.
The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
Here we go, its The Don vs Sleepy Joe.
The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
Maybe we SHOULD just secede? 😉😉😉
The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
A quick walk through the positive news for PAR this week.
The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
After a few weeks break, we detail two site visits we recently conducted to Chalice Gold Mines (CHN:ASX) and Imdex (IMD:ASX)
The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
A closer look at one of the hottest sectors today on the market.
The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
A quick update on a very interesting reporting season.
If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
A more macro themed podcast this week focusing on the USD, ongoing effects from the corona virus and the looming potential for further 2nd waves.
If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
An update on two of our larger holdings, Paradigm Biopharmaceuticals and Invex Therapeutics. Have had a lot of requests for this, so hope you enjoy it.
The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
“There is nothing riskier than the widespread perception that there is no risk.”
Howard Marks
The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
“Gold is money. Everything else is credit.” – J. P. Morgan
The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
The irrational exuberance displayed by equities markets over the past week (combined with the socio-economic state of the world) has many questioning whether we have entered a real life version of "The Twilight Zone" or "Ripleys Believe it or Not"! Titans of the industry have been humbled, punters have prospered whilst the pro's have been left scratching their heads. Lets try and make some sense of all this....
The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
After some abhorrent, tragic behavior from those meant to maintain the peace was broadcast around the world, the USA has descended into chaos.
In addition, US-China relations have seemingly never been worse.
Recorded 6 June 2020
The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
This week we discuss the apparent disconnection between the economy and the market. As asset prices and the underlying businesses apparently diverge, we talk about how to navigate these often confusing times.
Published 28 May 2020
The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
Very pleased to discuss the excellent trial results of Invex Therapeutics (IXC:ASX) in todays podcast. This is a key holding of the FiftyOne Capital Progressive Global Fund.
IXC announcement
Published 22 May 2020
The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
Are we headed to negative interest rates globally in the near future? This has been a huge talking point lately, with policy makers in large, developed nations firmly denying this as an option. Yet markets are saying otherwise.
How does one potentially navigate a negative interest rate world?
This podcast was published on the 14th of March, 2020.
The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
This week we run through the apparent divergence between the economy and the markets, some observations from Warren Buffett and general sentiment around the global economy.
The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors. If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
After a fairly vicious rebound, we give some broad thoughts on the market and potential scenarios we could see going forward.
The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors.
If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com
The information in this podcast is strictly general in nature and is not advice or based on your personal situation.
Do your own research.
This week we take a deeper dive into one of our Positive Activism investments, ASX listed Invex Therapeutics (IXC:ASX).
The FiftyOne Capital Podcast is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors.
If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com
The information in this podcast is strictly general in nature and is not advice or based on your personal situation.
Do your own research.
Is a new Uranium bull market upon us? We discuss our bullish thesis on one of the most controversial and misunderstood commodities in the world.
The FiftyOne Capital Update is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors.
If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com
The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.
As one of the first hedge funds to discover the Paradigm story, we have been long term holders and believers in its potential to become a frontline player in the global osteoarthritis market. Here Scott Williams, CIO of FiftyOne Capital details our thoughts on the latest raising, and what we see as the path going forward for this exciting company.
The FiftyOne Capital Update is a series of audio updates on global markets, how the fund is positioned, or any variety of topics we feel could be of benefit to our investors.
If you wish to contact us, visit our website at www.fiftyonecapital.com or contact us on investor@fiftyonecapital.com
The information in this podcast is strictly general in nature and is not advice or based on your personal situation. Do your own research.