Marin Katusa on investing in gold/silver, uranium, and carbon credits (the best-performing asset class nobody is talking about)
In this week's episode, Trey Lockerbie sits down with NYT best-selling author and investor, Marin Katusa. Marin is a contrarian value investor who specializes in gold, uranium, rare earth, and most recently, carbon credits.
IN THIS EPISODE, YOU'LL LEARN:- How we should view the recent performance of gold and silver, as inflation starts to rise- How uranium is an asymmetric opportunity but comes with a lot of nuances- How Carbon Credits are the best-performing asset class of the last 3 years and why Marin thinks the opportunity is over $16 trillion- How America's golden age is still ahead
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