IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

02:34 - Why Tavi thinks the era of easy money is over and value investing is coming back. 

02:34 - Why Tavi thinks we are entering an inflationary decade and the four pillars of inflation driving this thesis. 

12:15 - His thoughts on the energy sector and if it will continue to have a third strong year? 

12:15 - The composition of his portfolio, including his long positions and which parts of the market he has short positions on right now. 

27:49 - Why Tavi believes we are in a new commodity bull cycle. 

42:31 - His thoughts and outlook on the mining, energy, uranium, and agricultural sectors. 

42:31 - The reasons behind why Tavi is most bullish on the mining sector. 

42:20 - His thoughts on the Uranium sector. 

39:33 - His checklist for finding great investments in the mining sector.   

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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