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Dwight Anderson, Ospraie – A Tiger Cub’s Take on The Chaotic Commodity Markets | #433

The Meb Faber Show - Better Investing

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Metals and Mining

M, i also understand the risk o concern about a recession. It's hard in metals and minding k to say is that something that you're comfortable with the next 12 months of earnings. I think that if you have real launduration capital, where you care about value to day and what'll be worth over three years, there are some real operatives in metals and mining. And so that's something that, almost regardless of how we go, is too cheap.

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