Intro

This chapter explores the dynamics of investment assets, focusing on gold, silver, uranium, and carbon credits. It discusses the impact of inflation on precious metals and highlights uranium's potential as an asymmetrical investment, while predicting that carbon credits could emerge as a leading asset class with enormous market potential.

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Episode notes

In this week’s episode, Trey Lockerbie sits down with NYT best-selling author and investor, Marin Katusa. Marin is a contrarian value investor who specializes in gold, uranium, rare earth, and most recently, carbon credits.

IN THIS EPISODE, YOU'LL LEARN:

00:01:45 - How we should view the recent performance of gold and silver, as inflation starts to rise
00:07:16 - How uranium is an asymmetric opportunity but comes with a lot of nuances
00:20:44 - How Carbon Credits are the best-performing asset class of the last 3 years and why Marin thinks the opportunity is over $16 trillion
00:58:41 - How America’s golden age is still ahead

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Carbon Credits Website
Yellow Cake Website
Uranium Royalty Corp Website
Marin Katusa’s new book, The Rise of America
Katusa Research Website

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