MI248: Inflation is Here to Stay w/ Tavi Costa
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Investing in the Commodity Sector
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
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