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

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 13 June 2021

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 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Transcript

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0:00.0	You're listening to TI-P.
0:30.0	The last three years, and why Marin thinks that this opportunity is worth over $16 trillion.
0:36.0	And ultimately, we cover how America's golden age is still ahead.
0:40.6	Marin is a wealth of knowledge and experience, and I learned a ton from this very fun and
0:45.2	wide-ranging discussion.
0:47.1	So without further ado, sit back and enjoy my chat with Marin Kutusa.
0:51.7	You're listening to the Investors Podcast, where we study the financial markets and read
1:00.5	the books that influence self-made billionaires the most.
1:03.6	We keep you informed and prepared for the unexpected.
1:15.9	Welcome to the Investors Podcast.
1:16.9	I'm your host, Tray Lockerby.
1:19.7	And today I'm super excited to welcome back to the show, a fan favorite, Marin Kutusa.
1:25.0	Marin always a pleasure.
1:26.0	Thanks for coming on the show.
1:27.4	That's my pleasure.
1:29.5	So one of the reasons we love having you on Marin is that there's always just a wealth
1:32.9	of knowledge that you bring to the table, and it's always such a wide-ranging discussion.
1:37.6	And today's no different.
1:38.6	There's a lot to cover, and I want to go ahead and dig right in.
1:41.8	One of the most interesting headlines I think we've seen recently is the US Bureau of Labor
1:46.2	Statistics releasing some new CPI numbers, and the CPI is risen 4.2% over the last year.
1:54.0	So given your knowledge in the gold and silver markets, I just wanted to take the opportunity
	...

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