Marin believes the US dollar will continue to do well in spite of overall investor sentiment. Most of the currencies of the world are very screwed up, and the US dollar remains better than the rest. We are in a consolidation period for gold, and there is still a ways to go before the next move higher.
Be very selective when picking resource stocks don't take a shotgun approach. Don't trust company resource assessments and look for competent management teams. Lastly, Marin discusses his outlook for uranium and vanadium.
Time Stamp References:1:00 - Marin's opinion of the Palisade Conference2:50 - US Dollar and gold will go up.6:20 - Most juniors don't have any gold.11:00 - Approaches to finding juniors.13:00 - There is no shortage of gold or oil.18:50 - Uranium, vanadium, and safe jurisdictions.22:00 - Paul Matysek and Victory Metals27:00 - Marin's background, education, and experiences.
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