On this episode, I am honored to have Amit Wadhwaney of Moerus Capital Management on the show.

Amit is an incredibly smart and independent value investor who is unafraid to go against conventional wisdom in his thinking and investments.

We had a fascinating conversation about Amit’s time at Third Avenue Management, his investing philosophy, his journey to founding Moerus, and his work in commodities.

Amit is an incredible person to listen to, and the interview is full of invaluable insights and experiences that have shaped his career in investing.

In recent decades, many countries around the world have made amazing progress, transitioning from being poor to becoming relatively prosperous.

I’m optimistic that many frontier markets, such as those Tim invests in through his fund, will become prosperous too.

However, investors are not paying attention to this area of the world, which allows Tim to achieve the holy grail of value investing: buying growing, resilient, high-quality businesses at deeply discounted prices.

I think Tim made a great case for his strategy and why it makes a lot of sense right now.

On today’s episode we have John Feneck of Feneck Consulting on the show to talk about opportunities in critical minerals and precious metals.

In the interview we talk about the state of the metals markets and John talks about a couple of stocks that he likes.

When investing in commodities such as silver, it's important to have a strong conviction in your thesis. Without it, it's easy to get shaken out during a pullback and miss the opportunity for long-term gains.

On today's episode, we have Peter Krauth, author of the book The Great Silver Bull, to dive deep into the fundamentals of silver.

It was a great conversation, and I hope you learn as much as I did!