My friend, Dan, sent me this video yesterday. It's a timely discussion of several items we regularly cover here at TFMR so I thought I should post it.
Once again, this is Dan Ameduri speaking with Marin Katusa of Casey Research. In this latest video, they discuss:
- Current contrarian investment ideas
- Some of the equities they've discussed in previous presentations
- Default risk and other issues with China
- Potential safe haven and "bug out" locations
I think you'll find this interesting so please give it a listen.