Marin Katusa - Discussion about gold, uranium and carbon credit

[Xerxes]

A highly recommend episode on carbon credit (second half).

I had listened to Marin's last few episodes from 2018-19, found his views on commodities to be super interesting.

 

This is his fifth appearance on TIP. 

 

The Best Performing Asset Is Not Bitcoin w/ Marin Katusa (theinvestorspodcast.com) 

[Castanza]

It's interesting for sure, but how does one trade carbon credits? It seems unactionable as a retail investor. 

[thowed]

18 minutes ago, Castanza said:

It's interesting for sure, but how does one trade carbon credits? It seems unactionable as a retail investor. 

 Yep, I got this from a Commodity fund letter (underlining is mine):

We have explored ETF alternatives such as KRBN, which provide exposure to various carbon markets but are not comfortable with the structure’s shortcomings.

[influx]

I've listened to some of his videos as well:

https://www.youtube.com/c/KatusaResearch/videos

 

But I am not sure which investments he refers to.

Somewhat similar is Pierre Andurand and his RV interview, he is nto the carbon credits futures

https://www.realvision.com/pierre-andurand-the-oil-master-looks-to-the-future

[influx]

Sounds like this is the vehicle, 5y warrants are his thing.

https://www.stockgumshoe.com/reviews/katusas-resource-opportunities/katusas-global-race-to-net-zero-and-the-global-war-on-carbon-emissions/
https://www.carbonstreaming.com/media/news-releases/carbon-streaming-completes-us1049-million-private-placement-of-special-warrants