Marin Katusa – Rewind

Featuring Marin Katusa

Marin Katusa, Chairman of Katusa Research looks back on his 2015 predictions from mining, copper and iron to foreign policy, oil and Kazakhstan, discussing what has transpired since in our new series Rewind.

Published on
9 August, 2016
Topic
Hard Commodities, Energy Commodities, Geopolitics
Duration
43 minutes
Asset class
Commodities, Equities
Rating
13

Comments

  • JD

    James D.

    12 6 2018 23:21

    0       0

    How was this guy ever allowed on RV?

  • DC

    Dave C.

    3 8 2017 19:39

    1       0

    Just in case this guy ever makes another rv appearance

    http://incakolanews.blogspot.co.nz/2017/06/marin-katusa-and-short-sellers.html

  • DC

    Dave C.

    28 2 2017 03:38

    0       0

    Comment from David R hit the button in my view.

    Regarding the comments regarding excited Geologists - it is always a good idea to watch whether experts walk the walk rather than talk the talk.
    https://katusaresearch.com/one-worlds-greatest-geologists-talks-northern-dynastys-pebble-deposit/

  • hg

    henry g.

    11 1 2017 22:27

    0       2

    Bring Marin back!

  • IV

    Ian V.

    23 8 2016 17:11

    0       0

    Very interesting to hear and learn about the mining & resources sectors from this and other RVTV videos. Seems like a lot of opportunity in the future, both green and traditional. Much appreciated!

  • sm

    sayit m.

    15 8 2016 15:42

    2       0

    Great Talks, Made Me Humm...Really Enjoyed.

  • MA

    Mustafa A.

    15 8 2016 06:34

    1       0

    Please interview Russell Napier, Jim Chanos and Tony Deden if you can. You have excellent interviews

  • MS

    Mark S.

    13 8 2016 01:39

    8       0

    Love the idea of Rewind! It's RV holding these guys accountable for their forecasting. I love hearing the current analyses, but I'm also very interested in how they have come out in the last 6-12 months. Thanks, Grant!

  • DS

    Dan S.

    13 8 2016 00:25

    1       0

    If WW3 threatens, then it makes sense to favor gold and US $ as chaos rains down except in USA (like WW2). But what happens if things go nuclear (every subsequent big war has used bigger weapons) and NYC is leveled?

  • KS

    Kashyap S.

    12 8 2016 10:34

    4       0

    I love Marin's analysis but his endorsment of Amir Adnani makes me believe he is a pump and dump operator. The UEC form 10-K makes me feel bad for all the retail investors taken in by Adnani's giant scam.

  • RA

    Robert A.

    12 8 2016 01:21

    4       0

    Well done Grant, LOVE the "Rewind"!

  • MA

    Mustafa A.

    11 8 2016 18:04

    3       0

    excellent interview. Really respect Marin's conviction in his ideas.

  • AC

    Andy C.

    11 8 2016 16:46

    2       0

    thank you for this interview. Please more interviews with Marin! thank you

  • wg

    william g.

    11 8 2016 16:21

    4       0

    No other word describes the interview but OUTSTANDING!

  • PS

    Patrick S.

    10 8 2016 20:44

    4       0

    Marin is a man of definite opinions! He is an aggressive analyst, who has just gone through his first bear market. A great networker, Marin's opinions should not be discounted. He will talk his book like most PM's.
    Rewind is a great concept that should become a regular feature. Great job Grant. Thank you.

  • SB

    Simon B.

    10 8 2016 17:28

    0       0

    Jackson W - I had same problem before using Mozilla Firefox - much improved

  • RM

    Rainer M.

    10 8 2016 17:03

    2       0

    Great interview !

  • CH

    Calvin H.

    10 8 2016 17:03

    2       5

    While I liked the interview and admire his 'open mic' approach, I'd be wary of investing with him and especially in the oil/gas plays now. Interesting he did not offer a forecast. Overall I felt he was talking 'his book' and this interview seems to be part of a marketing campaign. But like I said, I enjoyed it. Thanks

  • JF

    Jonathan F.

    10 8 2016 16:37

    3       0

    David R., Marin recommended UEC in 2013. Down by 50%. Question is, where will it be in 5 years? And do you like it better or worse at $1 than at $2? He's playing a long game. That has to go into your evaluation.

  • bp

    bart p.

    10 8 2016 12:06

    6       0

    Awesome!

    Should also get Rick Rule for this 'Rewind' concept

  • CC

    Christopher C.

    10 8 2016 01:46

    7       2

    Fucking brilliant. That is all.

  • ET

    Erik T.

    9 8 2016 21:26

    6       0

    Love the new format and Marin is always a great interview. Kudos!

  • DR

    David R.

    9 8 2016 21:05

    34       3

    It is troubling that the first result I get when searching this guy's name is Marin Katusa Scam (pump and dump). I know anyone looking for 10 baggers is prone to find themselves in a few bankrupt companies, but (in my brief research) Marin has publicly vouched for quite a few companies that have been taken to the woodshed ....UEC, CCO and PRD etc. I would say beware, but he makes no specific company recommendations in this interview. ON a positive note I did very much enjoy the format of this interview.

  • MW

    Michael W.

    9 8 2016 20:59

    1       0

    Love the Rewind format. I just pulled out "The Colder War" to reread. His being affiliated with Rick Rule has cemented my opinion of him.

  • db

    don b.

    9 8 2016 20:02

    8       1

    83% of the World Has Just Started to Consume Oil
    Jet fuel demand in Asia-Pacific region has more than doubled to over 2 million b/d since 2000.
    The power of oil is simply overwhelming. There are now about 1.2 billion passenger cars alone, over 98% of them rely on oil. Of 16.5 million cars sold in the US last year only 120,000 were plug ins. "
    “Petroleum is industrial oxygen,” Matt Simmons

  • jw

    jackson w.

    9 8 2016 19:42

    5       1

    anyone else have the video player frequently time out and the video freezes? i'm running chrome on a mac if that's helpful...

    anxious to watch the interview...

  • CT

    Claudia T.

    9 8 2016 19:28

    3       0

    Great new format!

  • BF

    Bruce F.

    9 8 2016 18:49

    4       1

    a brilliant young man.

  • KB

    Kreso B.

    9 8 2016 18:37

    2       5

    He is right on solar and electric cars and US mineral deposits (regardless of Trump) and US in general.
    Not sure how he can be optimistic on Saudi Arabia (whoever in power) with shale 2.0 (as he calls it).
    I don't think he's a particularly clever... Just having a common sense and guts to follow his own reasoning (something "men" these days don't do). A real pleasure to listen to him.

  • SM

    Sam M.

    9 8 2016 16:38

    4       0

    Would love to hear more people talk about uranium!

  • RD

    Ryan D.

    9 8 2016 16:31

    6       0

    Killer! Wisdom beyond his years. Loved the comments on rolling up the sleeves and mentorship. Something that is easily forgotten in our "Soundbyte as Gospel" age.

  • KC

    Klendathu C.

    9 8 2016 16:28

    22       0

    Terrific new format. Following up with these guys is so important because we get to see how new information has effected their opinions.

    On top of that though, Marin delivers once again. I particularly want to emphasize the importance of solar and wind power in a zero yield environment.

    Now that we've entered this paradigm where the market is convinced rates will never rise, a 7% yield from wind or solar project looks quite good. The same goes for energy storage which can offer a similar yield in areas with large differences in peak energy rates.

    In an environment of zero growth, these sectors offer incredible risk reward. Not to mention technological innovations and trends will only improve these yields.

  • HB

    Heini B.

    9 8 2016 15:59

    4       0

    Great new Rewind format RV, what a great excuse to go back to so many of the best minds and get updates. Today it seems Putin and Erdogan get into bed, whats next in this crazy world.

  • tW

    tgwtom W.

    9 8 2016 15:33

    11       0

    Beautifully conceived and executed concept. The perspective adds great texture and value. Marin was great per usual.