The Next Big Trade - A Masterclass on Natural Resource Investing with Marin Katusa
Real Vision: Finance & Investing
00:00
What's the Next Big Trade?
Gold is cheap to day now not the metal, gold. You could buy producing miters for literally, like we did in uranium five years ago, for 30 cents on the dollar. But why is it cheap? Well, because the miners capx in inflation has gone way out of the way. Number two, gold's out of favor right nobody really cares about investing gold. And number three, so many of these mining companies are listed in canada. So you have to look at cheap with big upside d risking. The best scores i've ever made were in russia,. Nobody's ever said that the rule of law in russia was sacrisanct or paramount.
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