Ep 356 - Scotland's Economic Suicide Pact? with Will Thomson
Steve and his guest, Scottish political economist William Thomson, use the fight over Scotland’s independence to dissect how class power hides inside “neutral” economic rules.
Will, founder of SCOTONOMICS, talks about his journey from neoclassical training to a heterodox, political-economy perspe…
Will Thomson - Real Returns: Real Assets Are Even Hotter Right Now
Will Thomson returns! In this episode he has the audacity to suggest oil might be a smarter place to fish than gold. He also discusses copper as a theme.
Bill likes Will. You should listen to Will. Will is a solid dude.
Sponsorship Information
Thank you to Trata for sponsoring the show.…
Why Management Matters more than Project (Will Thomson)
We sat down with Will Thomson of Massif Capital, fresh off a standout year for the fund, to dig into his high-conviction bets across materials, energy, and industrials.Will is a deep, contrarian thinker who has grown his fund by finding value where others aren’t looking. This episode is no differen…
History is a Story, Part Two
Presenting: History is a Story, Part Two
Content: asylum, "insane," cemetery
Main Voice(s): Emerson Cram
Guests:
Supervisor V Fixmer-Oraiz, Board of Supervisors of Johnson County, Iowa (2022-present), & former Project Manager for the Johnson County Historic Poor Farm Master Plan (2017-2021)
…
Will Thomson (Massif Capital): Clean Tech Royalties (CVW) and Commodity Exposure Deep Dive
Stoked to have Will back on the podcast to discuss:
Clean Tech Royalty companies (like CVW)
Copper producers
Gold producers
Will's Commodity Purity Index (or CPI)
Using AI in investment research
Going slow to go fast (read before summarizing)
Really liked this chat.
NOTHING YOU HEAR IS INVESTM…
Three Stock Picks Reviewed & Jurisdictional Insights Most Miss with Massif Capital’s Will Thomson
Will Thomson of Massif Capital reviews three stock picks he has shared on MSE over the years and discusses two other stocks he currently owns. He also explains why “country risk” is company-specific and depends on the relationship between a firm and the state, not an inherent risk in a country. Tho…
Massif Capital’s Thomson on Real-Asset Equities
Shifting geopolitical risks, growing AI-driven power demand and consolidation across global energy markets are reshaping investment opportunities in oil, natural gas and real assets. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intellige…
Will Thomson: The Bond Market Is Broken, the 60/40 Portfolio Is Dead
Interview with Will Thompson founder and portfolio manager of Massif Capital – a privately held, value-oriented hedge fund with a focus on the energy, mining, materials and infrastructure sectors.| Do you own precious metals you would rather not sell, but need access to cash? Get Started Here: http…
Player Reached the Top Audiobook by Rick Scar
Listen to full audiobook for free : https://litupbook.com/free Title: Player Reached the TopSubtitle: Player Reached the Top Series, Book 5Series: #5 in Player Reached the Top SeriesCategories: Action, Adventure, Fantasy, FictionAuthor: Rick ScarNarrator: James FouheyPublisher: Tantor AudioRelease …
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