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Meet the “Portfolio Manager of the Billionaires”

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Mon, Apr 18, 2022 01:06 PM

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For years, he has been connected to some of the biggest commodities rainmakers on the planet. But mo

For years, he has been connected to some of the biggest commodities rainmakers on the planet. But more importantly, he’s just a great guy, and uber smart. [Katusa Research] Katusa's Investment Insights April 18, 2022 Meet the “Portfolio Manager of the Billionaires” By Marin Katusa You’ve probably never heard of him… But today, I’m going to be introducing a very special individual that is one of the most accomplished investors in the precious metal sector. For years, he has been connected to some of the biggest commodities rainmakers on the planet. But more importantly, he’s just a great guy and uber smart. I sat down and recorded an interview with Warren Gilman. Warren manages the money for some of the world’s richest people including Li Ka Shing and Andrew “Twiggy” Forrest. So, I thought it would be interesting to interview Warren on why the “Manager of the Billionaires” is buying more of - and is a large shareholder - of one particular gold stock in the KRO portfolio. In his own words… “We're trying to create another billion of value in the next two years, but from a base of an incredibly liquid stock, which no one else in this sector in our peer group can match. No one.” In this interview, Warren Gilman you’ll find out: - His thoughts on the price of gold equities vs the gold price and why it’s the “perfect storm” - Why and where Warren is deploying capital in the gold sector - The “Gilman Doctrine” on protecting the downside and keeping upside exposure - Why investors are still overlooking geopolitical risk and what to do - The name of a gold stock Warren and his firm Queens Road Capital is buying right now – and more importantly… - Why he believes there’s “big exposure to upside” with this stock [Click Here to watch the full interview](. Regards, Marin Katusa [Share]( [Share]( [Tweet]( [Tweet]( [Share]( [Share]( Big Ideas We’re Covering Now Get up to speed on where Marin sees huge opportunities. Below are the most important trends and opportunities we’re tracking right now. [Oil Importance in the Russian “Land of Fire”]( Oil Importance in the Russian “Land of Fire” The modern oil industry was born in an area known as “The Land of Fire” in the Russian Empire. Full details on this [link here](. [SEC's ground-breaking new carbon rule is absolutely incredible]( “From Bar to Barley”: Net Zero Cleared for Liftoff There are major movements happening behind the scenes in the carbon markets. Full details on this [link here](. [The Rise of America - Remaking the World Order - Trailer]( The Rise of America Get your copy of Marin Katusa's new book The Rise of America at Amazon [Canada here]( or Amazon [US here](. And also in [Barnes & Noble]( or any retail book store near you. Copyright © 2022, Katusa Research, All rights reserved. [Katusa Research Privacy Policy]( If you wish to stop receiving our emails or change your subscription options, please [Manage Your Subscription]( Katusa Research, Suite 530 - 800 West Pender St, Vancouver, BC V6C2V6, Canada

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