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Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value

The Acquirers Podcast

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Ubiquiti by Mark Buchanan

The process that drives earthquakes is no mystery. It's not much more than just rocks pressing against other rocks, right? And yet we're unlikely to ever be able to accurately predict a large earthquake. But you know, there've been more than 4,000 earthquakes reported in the New Madrid seismic zone since 1974 and none of them have been newsworthy. So this week's veggies are inspired by the growth finally. I think some of those natural resource industries that are finally becoming more profitable over time are probably going to be benefiting from this in a big way. A growth to value transition, you guys talk a lot about as well. Those all those things involved in why commodities have been so suppressed

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