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

Jun 13, 2021
Guest
Marin Katusa
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.
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INSIGHT

Gold and Silver Performance

  • Gold and silver haven't performed as well as some expected given rising inflation.
  • However, gold at $1800 is still profitable for producers with low all-in sustaining costs.
ADVICE

Investing in Gold Producers

  • Look for cheaper, lesser-known gold producers on their way to producing a million ounces.
  • These offer better value than well-known companies like Barrick and Newmont.
INSIGHT

Uranium Market Dynamics

  • The uranium market is recovering, driven by equity companies buying uranium, not utilities.
  • This creates a fragile market ripe for a price squeeze as sentiment turns positive.
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