Katusa Research, Released on 6/21/20

Thomas Kaplan is one of the most accomplished investors in the precious metals sector and has made billions. Thomas Kaplan and Marin Katusa discuss a range of topics surrounding mining. Kaplan also reveals a top gold stock and a top copper stock.

Timeline:
0:05:45 – The Golden Age of Mining
0:09:08 – The End of An Era
0:13:17 – SWAP Lines & Jurisdictional Risk
0:16:39 – The Kaplan Doctrine
0:19:37 – Nationalization of Assets & Strategic Resources & ESG
0:30:29 – The Frontier Spirit
0:32:25 – Miners Saving the Planet
0:42:42 – SWAP Lines & Trump Supporting Foreign Companies
0:48:17 – Republicans, Democrats & Nationalism
0:52:24 – Commodity Prices – Copper, Gold, Silver
0:55:07 – A Few Holdings
0:59:43 – Internation Gold Confiscation
1:03:37 – Gold’s Sweet Spot & the Billionaires Onboard

Marin Katusa has worked directly with and financed many companies of well-known individuals in the resource industry and has become one of the most trusted and well connected dealmakers in the junior resource sector. During this time, he has become one of the most successful portfolio managers in the resource sector, such as his 2009 Fund Partnership (KC50 Fund, LLC) which has outperformed the comparable index, the TSX-V by over 600%. Marin provides his research reports and original ideas at KatusaResearch.com, and he is the author of the New York Times Bestseller The Colder War: How the Global Energy Trade Slipped from America’s Grasp

  commodities, gold, mining, precious metals, silver, Thomas Kaplan