We Study Billionaires - The Investor’s Podcast Network TIP315: Gold and Gold Miners w/ Marin Katusa (Business Podcast)
Sep 20, 2020
Marin Katusa, a seasoned commodities expert and New York Times bestselling author, dives into the intricacies of gold and gold mining investments. He explains why gold miners are underperforming despite rising gold prices and shares strategic insights into investing in them. The conversation also touches on Warren Buffett's gold investments and the fears of deflation troubling the Federal Reserve. Katusa emphasizes the importance of understanding geopolitical risks and market dynamics for lucrative investments in the commodity sector.
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Gold's 2020 Performance and MMT
- Gold outperformed the S&P 500 in 2020, excluding top NASDAQ companies.
- Continued money printing (MMT) favors gold, but invest cautiously.
Equinox Gold's Outperformance
- Marin Katusa recommended Equinox Gold six months prior, and it outperformed the market.
- He highlighted its low risk and high returns.
Investing in Gold Miners
- Gold miners are lagging behind gold's price performance due to lack of big fund investments.
- Stick to low-cost producers and consider taking profits after significant gains.