The ACID Capitalist Podcast
January 2003: How many times can you say sorry?
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Gold stocks surging. Fund performance recovers. Explaining the explosive convexity of gold miners. Another hedge fund manager from Glasgow - his family built ships. Nokia a tale of then and now. An unhappy time in Mustique and David Yarrow convinces me to set up my own business. Fund +4.1pc FTSE All Share -9.8pc.
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