Ivan Yates

Diego, again, is another very interesting character, okay?

Has an interesting background.

He's actually an engineer, started off as a mining engineer, has a number of mining qualifications, okay?

But Diego is a practitioner.

He's got skill in the game.

He's managing money.

Again, takes a contrarian view, is very aware of the monetary policy mistakes that have been made.

And what I mean by that is during the interview, we talk about the excesses of central banks.

Whenever there's a problem, the playbook is very simple.

The central bank's right to the rescue, print money.

And that's okay in a crisis, but it has been abused.

Back to Dr. Lacey Hunt, when you abuse one of the factors of production, you get problems like negative interest rates was lunacy.

It created a whole load of imbalances.

So really it's back to that.

And then looking at other assets, he...

He makes a great case for alternatives and his own funds as well.

He has a very interesting framework, okay, in terms of talking about bubbles and the anti-bubbles, okay?

And this is his framework for allocating assets.

So a bubble is easy to understand, okay?

So his view is that