We Study Billionaires - The Investor’s Podcast Network

TIP353: The Best Performing Asset Is Not Bitcoin w/ Marin Katusa

Jun 13, 2021

Marin Katusa, a New York Times best-selling author and contrarian value investor, dives into the dynamics of gold, uranium, and carbon credits. He emphasizes the rising significance of carbon credits as the best-performing asset class over the past three years, potentially worth over $16 trillion. Katusa discusses uranium's unique investment opportunities amidst increasing demand for nuclear energy and reflects on the U.S. economy's promising future despite current challenges. With insights into the evolving market landscapes, he presents a compelling investment perspective.

01:12:13

Episode guests

Marin Katusa

AI Chapters

Episode notes

Intro

4min

Uranium and Gold: Navigating Investment Landscape

14min

Market Dynamics: Uranium, Bitcoin, and Carbon Credits

5min

Navigating Carbon Credits and Green Investments

23min

The Intersection of Technology and Industrial Evolution

5min

The Carbon Credit Economy

11min

The Future of America's Economy

12min

Shifting Economic Alliances and Dollar Dynamics

4min

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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