Mining VC

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We run basically a hybrid VC approach. We're looking for big winners, companies that we put in small capital that turn into major discoveries. And if you think about the traditional VC approach, usually you get one winner out of 100 losers. I think given the fact there's so many inefficiencies in the space and a lack of investors really paying attention to this, I think it will allow us to have a much better batting odds with this model.

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:34 - Why Tavi thinks the era of easy money is over and value investing is coming back.

02:34 - Why Tavi thinks we are entering an inflationary decade and the four pillars of inflation driving this thesis.

12:15 - His thoughts on the energy sector and if it will continue to have a third strong year?

12:15 - The composition of his portfolio, including his long positions and which parts of the market he has short positions on right now.

27:49 - Why Tavi believes we are in a new commodity bull cycle.

42:31 - His thoughts and outlook on the mining, energy, uranium, and agricultural sectors.

42:31 - The reasons behind why Tavi is most bullish on the mining sector.

42:20 - His thoughts on the Uranium sector.

39:33 - His checklist for finding great investments in the mining sector.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Related Episode: Listen to MI162: Is Now the Time to Own Gold? w/ Tavi Costa, or watch the video.

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