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Real Vision: Finance & Investing

How Green Energy Will Forever Transform the Commodities Sector

Real Vision: Finance & Investing

Real Vision

Business, Investing, News, Business News

4.11.1K Ratings

🗓️ 26 June 2021

⏱️ 65 minutes

🧾️ Download transcript

Summary

The Interview: Marin Katusa, chairman of Katusa Research, returns to Real Vision to share a new thesis on how the rise of ESG (environmental, social, and governance) will forever transform the way commodities are produced. Katusa argues that companies that comply with ESG standards will be able to secure a lower cost of capital and, in so doing, will be at an extreme advantage to those who do not. Katusa provides his updated views on gold, silver, copper, uranium, and rare earths, and he argues that green energy will be a catalyst for America to re-emerge as the global hegemon of the world order. Katusa is the author of the recently released book, "The Rise of America: Remaking the World Order." Recorded on May 20, 2021. Key learnings: Katusa argues that companies and investors who can ride the ESG wave will be handsomely rewarded, but that those who ignore this inexorable change do so at their own peril. He is very constructive on carbon credits, particularly "blue" carbon credits, and thinks that copper and silver might have run a bit too hot. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

This episode is brought to you by Kraken.

0:03.0

Crypto is like the financial system, but different.

0:07.0

It doesn't care where you come from, what you look like,

0:10.0

your credit score, or your outrageous food delivery habits.

0:13.0

Crypto is finance for everyone, everywhere, all the time.

0:18.0

Visit Kraken.com slash see what crypto can be to learn more.

0:22.0

Don't invest unless you're prepared to lose all the money you invest.

0:25.0

This is a high risk investment and you should not expect to be protected

0:28.0

if something goes wrong.

0:50.0

I run Katusa Research and we're also the largest independent financiers

0:55.0

in commodities worldwide.

0:57.0

The thesis of the rise of America, remaking the world order,

1:00.0

is a very contrarian outside the box look.

1:04.0

But as I've raised billions of dollars and invested in the sector,

1:09.0

there's never been a bigger time in America's history

1:13.0

where such division, such lack of trust and not just the government,

1:17.0

but the media has really polarized each of the different sides

1:21.0

where families are going against each other.

1:25.0

Co-workers, friends, and people are really starting to globally

1:29.0

think that the peak of the American empire is behind it

1:34.0

and that China is going to overtake it

1:37.0

as the most powerful nation in the world.

...

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