MI248: Inflation is Here to Stay w/ Tavi Costa
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Exploring Opportunities in the Mining Space?
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.
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