We Study Billionaires - The Investor’s Podcast Network TIP291: Commodity Investments During & After COVID-19 w/ Marin Katusa (Business Podcast)
Apr 12, 2020
In this discussion, Marin Katusa, a commodity investment expert with a billion-dollar track record, dives into the effects of COVID-19 on the gold and oil markets. He shares insights about the FED's USD swap lines and why he's bullish on Equinox Gold and Liberty Gold. The conversation explores the interplay between gold prices, the USD, and fluctuating oil costs. Katusa also provides a practical guide to investing in precious metals, emphasizing strategies for navigating current market volatility and seizing opportunities in the commodity sector.
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The Trifecta Crash
- The current crash is a "trifecta" of health, financial, and monetary crises, unlike the 2008 financial crash.
- A global US dollar shortage exists, impacting commodity prices and emerging markets servicing USD-denominated debt.
Early Virus Warning
- Marin Katusa consulted a leading infectious disease scientist in January about the virus's severity.
- Based on this, he sold principal investments in February, demonstrating proactive risk management.
Deflation and Stagflation
- Expect price deflation and stagflation in international markets due to reduced money supply and economic struggles.
- Governments fear deflation more than inflation, leading to swap lines and interventions.
