The David Lin Report, Released on 8/19/23 (Recorded on 8/16/23)
Marin Katusa, Founder of Katusa Research, discusses the perception of U.S. strength and the future of the dollar, as well as current investment opportunities.
0:00 – Intro
1:00 – U.S. dollar going to zero?
4:30 – Modern monetary theory
9:25 – Consequences of rising debt
11:00 – Alternatives to the dollar
14:45 – BRICS common currency?
17:45 – Long-term growth
18:50 – Critical minerals
32:40 – Nuclear power
34:10 – Rise of China
36:55 – Investment implications
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. His most recent book is The Rise of America: Remaking the World Order.