Frank Holmes and Jay dive into the major themes that are driving the investing landscape in 2021 - inflation, commodities, cryptocurrencies, and supply chains. The conversation touches on the G7's recent move to eliminate tax breaks and stifle competition, how Biden's political agenda is suppressing gold prices, and a lack of leadership in Canada. Franks outlines the investment opportunities in global shipping, airlines, Bitcoin, Ethereum, and gold.
First streamed as part of the Q2 Wrap Party on June 27th.
Frank Holmes is the CEO and chief investment officer of U.S. Global Investors, Inc., a boutique investment advisory firm based in San Antonio that manages domestic and offshore funds specializing in the natural resources and emerging markets sectors.