Geopolitical uncertainty, commodity price swings, and a broad risk-off rotation in equity markets have prompted Olive Resource Capital to undertake a deliberate review and repositioning of its portfolio. Speaking on a recent recording of their investment podcast, Samuel Pelaez, President, CEO, and CIO, and Derek McPherson, Executive Chairman, outlined the firm's thinking, flagged specific opportunities they are acting on, and shared their views on what the current environment means for mining company fundamentals, M&A activity, and the long-term structure of global energy supply chains. The discussion was ... (full story)