Katusa Research, Released on 5/31/21

In this interview you’ll hear:

✓ Why Marin sees “An industrial revolution, like nothing we’ve ever seen”
✓ The coming showdown between America and China with the new weapons of war (hint: carbon tariffs and net zero manufacturing)
✓ How the bond market and cost of capital has changed significantly for companies, and why this is dangerous for a company’s growth
✓ How net zero, carbon footprint and carbon credits will become a major force in public markets (whether you like it or not)
✓ How the majority of crypto investors are missing the big picture
✓ Details on Marin’s Forbidden Chapter and how it’s critical in all of Marin’s future investment strategies

Brent Johnson is the CEO of Santiago Capital http://www.santiagocapital.com/.

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

  brent johnson, commodities, investing