I think the best way to really make a lot of money in your career and who it might have to say it is to identify a big long-term macro trend and try to be in front of it. I'm trying to build a business of investing in early stage natural resource companies at what I believe to be the beginning of a commodity super cycle. If that's the case, if I'm correct, you can be investing in multi-bagger potential types of investments. The royalty companies are interesting. They're lower risk because obviously they're not 100% at risk of the project compared to other businesses. But most of them they, you know, dividends, some of them they hide
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
02:34 - Why Tavi thinks the era of easy money is over and value investing is coming back.
02:34 - Why Tavi thinks we are entering an inflationary decade and the four pillars of inflation driving this thesis.
12:15 - His thoughts on the energy sector and if it will continue to have a third strong year?
12:15 - The composition of his portfolio, including his long positions and which parts of the market he has short positions on right now.
27:49 - Why Tavi believes we are in a new commodity bull cycle.
42:31 - His thoughts and outlook on the mining, energy, uranium, and agricultural sectors.
42:31 - The reasons behind why Tavi is most bullish on the mining sector.
42:20 - His thoughts on the Uranium sector.
39:33 - His checklist for finding great investments in the mining sector.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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