Kontrarian Korner #23 - Le Shrub
Kontrarian Korner · Ben Kelleran and Le Shrub
Audio is streamed directly from the publisher (api.substack.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Once you realize it’s all nonsense then it all makes sense.
A couple days ago, I had fellow Substack author Le Shrub on the podcast. He writes over at Reminiscences of a Shrub Operator, and if you don’t already follow him, you should. He’s clearly the most talented trader in the plant kingdom, but we had a great conversation on different commodities, the market, and several stocks of interest. He’s also a very entertaining follow on Twitter.
Podcast Summary
* His preferred way to get exposure to oil, and what it takes for geopolitical risk to get priced into oil markets.
* The Trump trades, and how a Trump win might be worse for deficits, bonds, and the dollar.
* Why platinum is his preferred precious metal inflation hedge, Costco’s $COST (yes, that Costco) potential impact on a platinum bull market, and how platinum is trading at the widest discount to gold in history.
* His thoughts on several coal stocks, including Peabody Energy $BTU and Warrior Met Coal $HCC , and the outlook for metallurgical vs. thermal coal.
* Why tin is one of his favorite under the radar opportunities in the commodities space.
* His thoughts on broader markets, what he’s looking for to get bearish, and why investors should keep an eye on China.
* Book Recommendation: The Gambler by Fyodor Dostoevsky.
Kontrarian Korner is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.kontrariankorner.com/subscribe