Today’s show is a discussion with the king of deep value, Trader Ferg.
We look at where the various markets he tracks are at in their cycles, which metals are screaming out to him and how he plays them, and how misunderstood China is, amongst many topics.
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(0:00:00)Introduction
(0:01:53)Moats and Cannibals
(0:08:14)Highly inflationary decade
(0:12:25)US growing their way out of debt
(0:15:20)PGMs, Rhodium and catalytic converters
(0:28:15)BYD growth
(0:34:48)Tin barons
(0:37:15)New cobalt trust
(0:39:18)The uranium cycle
(0:52:45)Chinese tech and property
(1:00:27)Is GOLD going to be re-valued?
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