Tavi Costa, Kevin Smith and Quinton Hennigh of Crescat Capital return. After many generations of Keynesian fiscal and monetary policies, the leading capitalist nation in the world is now heading toward bankruptcy. That’s not because capitalism has failed. Rather it’s because politicians following Keynesian economists have done their level best to destroy capitalism. While policy makers pass laws that generate votes from an uneducated populace and to line their own pockets, China and modern-day Russia have proven Marx wrong in thinking capitalism will inevitably give way to a socialist utopia. Both countries in some ways portray economic systems more akin to capitalism than the North American and European nations currently display. Ultimately green shoots spring up from the ashes of markets destroyed by socialism and alert investors who recognize that those opportunities can indeed turn hard times into good times. No one has better identified market opportunities from abusive anti-capitalist policies than Tavi and Kevin. They will explain which markets they think will provide stellar returns even as mainstream investment themes head south. Quinton will name a junior exploration stock he thinks can provide potential 10-bagger returns with minimal downside risk from current share price levels and explain his investment thesis. |