Uranium and Gold: Navigating Investment Landscape

This chapter examines a major investment firm's involvement with Barrick Gold while exploring strategic investment decisions and the dynamics of the gold and uranium markets. It highlights the potential of nuclear energy in addressing climate change and the challenges and opportunities within uranium production, particularly in the context of emerging markets.

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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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