We Study Billionaires – The Investor’s Podcast Network

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

72 min • 13 juni 2021

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


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