I think commodity investing is so hard for retail investors because it takes so much expertise and knowledge to pick the right companies. The usual trend of this is to really think about your risk profile. And if you're willing to take a little more risk, I think you want to be the exploration and development phase of the mining cycle. We have Quentin as a geologist that can come in and we have an activist approach where we help those companies deliver better results through our own expertise.
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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