Tin's Shortage is Undeniable, says Fund Manager

This is an interview with portfolio manager, and CIO at Edendale Capital, Anthony Young.

In this talk, Anthony told me that he's been buying uranium, tin, and other base material, despite of a potential recession. We also discussed Anthony's background, his investing strategy, and his outlook on nickel, copper, gold, silver, oil, coal, tin, and uranium.

Endendale Capital manages a thematic equity long-short fund co-founded in 2017 by CIO Anthony Young and CEO Andrew Mittendorf who have over 30 years of investment experience combined. They also offer a long-only strategy. The funds focus on mobility, automation, and clean energy, exclusively across small/mid-cap developed market equities.

Please understand that the information provided in this publication – and all other publications by Resource Talks – is impersonal in nature and meant for general information purposes only. It is also worth what you paid for it. If you’re not paying for the product, you are the product. Expect seeing advertisements/sponsorships – which will be verbally disclosed – in this video. Before taking any action on any investment, it is imperative that you consult with multiple licensed, experienced, and qualified investment advisors. Get numerous opinions before taking your own decision in the end. The minimum risk on any investment mentioned in this publication is 100% loss of capital.

Shortly: you will lose all of your money and possibly most of your brain cells if you listen to talking heads on the internet. Especially if they have orange hair and no experience (me).

Readers are cautioned that this presentation likely contains forward-looking statements about expected future events and the financial and operating performance of any companies potentially discussed herein. Reality often varies from people’s expectations. Managements like over-promising and under-delivering. If a manager was speaking in here, beware. Readers are encouraged to read the Cautionary Note on Forward-Looking Information and to consult the Company’s Annual Information Form, which is available on www.sedar.com. Reading the full disclaimer on the disclaimer page on this website is mandatory.

Timestamps:
00:00 Skipping intros is like going long bonds
01:20 Who is this fund manager?
04:20 Is he in the green?
05:15 What is his portfolio breakdown?
07:15 Top-down or bottom-up?
16:51 Buy good things or buy things well?
27:40 How much in cash right now?
32:20 Diversify or concentrate?
34:35 Macro outlook
37:00 Does the copper-to-gold ratio matter?
40:15 Copper
43:10 Tin
45:10 Nickel
49:35 Tin again
54:39 Uranium
01:00:30 Steel
01:04:00 The biggest issue in mining?
01:09:20 Did you make it to the outro?

Видео Tin's Shortage is Undeniable, says Fund Manager канала Resource Talks