The Meb Faber Show - Better Investing cover image

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

The Meb Faber Show - Better Investing

00:00

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.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Game Changer
Gpeeps78
App Store
I cannot recommend this app enough. It belongs in my top three AI apps. It’s that good!
No 1 podcast app
Steven
App Store
I tried everything and snipd is the no 1 app for podcasts if you like to remember things. Just tap your headphones three times and a snipped is created, transcribed, and saved to you library.