Late Friday, I had the opportunity to visit again with Marin Katusa, founder of Katusa Research and author of the best-selling book, "The Colder War". After the sharp correction in both the metals and miners, I think you'll find this podcast to be of great value.
With the HUI index down more than 30% from its August highs and the metals falling sharply last week, I jumped at the opportunity to visit with Marin again. Over the course of this call, we discuss:
- the reasons and forces behind this recent correction
- Marin's feelings about the mining sector as a whole after the pullback
- why he still considers Brazil Resources to be his top pick in the sector
- the current, dangerous status of The New Cold War between the US and Russia
As we await the re-opening of the "markets" in a few hours, I think you'll find this podcast to be an excellent use of your time.