There's a capital trend of declining capbacks in the overall market for natural resources. It is also causing a problem of lack of discoveries of those natural resources. I think that the mining space is probably the one given the fact that the cycle, it has a longer length than other cycles. And then lastly, there's we touched on uranium before starting to record this. Uranium sounds, you know, it's another interesting part of the market. So we hold a lot of mining stocks along with some energy, along with agricultural commodities.
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.
BOOKS AND RESOURCES
Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Help us reach new listeners by leaving us arating and reviewon Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!