Thomas Kaplan is one of the most accomplished investors in the precious metals sector and has made billions. Thomas Kaplan and Marin Katusa discuss a range of topics surrounding mining. Kaplan also reveals a top gold stock and a top copper stock.
Timeline:0:05:45 - The Golden Age of Mining0:09:08 - The End of An Era0:13:17 - SWAP Lines & Jurisdictional Risk0:16:39 - The Kaplan Doctrine0:19:37 - Nationalization of Assets & Strategic Resources & ESG0:30:29 - The Frontier Spirit0:32:25 - Miners Saving the Planet0:42:42 - SWAP Lines & Trump Supporting Foreign Companies0:48:17 - Republicans, Democrats & Nationalism0:52:24 - Commodity Prices - Copper, Gold, Silver0:55:07 - A Few Holdings0:59:43 - Internation Gold Confiscation1:03:37 - Gold's Sweet Spot & the Billionaires Onboard
Marin Katusa has worked directly with and financed many companies of well-known individuals in the resource industry and has become one of the most trusted and well connected dealmakers in the junior resource sector. During this time, he has become one of the most successful portfolio managers in the resource sector, such as his 2009 Fund Partnership (KC50 Fund, LLC) which has outperformed the comparable index, the TSX-V by over 600%. Marin provides his research reports and original ideas at KatusaResearch.com, and he is the author of the New York Times Bestseller The Colder War: How the Global Energy Trade Slipped from America's Grasp