#352 – James Rasteh, Coast Capital - The World Is Running Out Of Gold

<p>In episode 352, we welcome our guest, <a href= "https://twitter.com/jrasteh">James Rasteh</a>, founder of Coast Capital, a fund that takes a private equity approach to investing in public markets.</p> <p> </p> <p>In today’s episode, we talk about gold miners, European activism, and ESG. James starts by explaining why he’s so bullish on gold miners from both a macro and micro perspective that he created a fund dedicated to activist investing in that space. Then we talk about the opportunity set in Europe and why James believes the valuation difference between the U.S. and Europe isn’t justified. We even talk about the difference between being an activist investor in the U.S. and Europe.</p> <p> </p> <p>As we wind down, James shares his frustration with the finance industry’s use of ESG as mainly a marketing exercise.</p> <p> </p> <p>Please enjoy this episode with Coast Capital’s James Rasteh.</p> <p> </p> <p>-----</p> <p> </p> <p>Follow Meb on <a href= "https://twitter.com/MebFaber">Twitter</a>, <a href= "https://www.linkedin.com/in/mebanefaber/">LinkedIn</a> and <a href="https://www.youtube.com/channel/UCKvWzzrVUA_DSCoKXL6GU2w">YouTube</a></p> <p>For detailed show notes, click <a href= "https://mebfaber.com/2021/09/20/e352-james-rasteh/">here</a></p> <p>To learn more about our funds and follow us, subscribe to our <a href= "https://us1.list-manage.com/subscribe?u=6750faf5c6091bc898da154ff&id=7249739cdb">mailing list</a> or visit us at <a href= "http://www.cambriainvestments.com/">cambriainvestments.com</a></p> <p> </p> <p>-----</p> <p> </p> <p>Today’s episode is sponsored by <a href= "http://honehealth.com/Meb"><strong>Hone Health</strong></a>. Did you know men's testosterone levels can decrease by 1% - 2% per year after the age of 30? Addressing low testosterone and optimizing your hormones can improve your energy, increase your libido and muscle mass. Hone offers a safe and convenient solution to get hormone testing and meds from the comfort of home. Complete your at home biomarker testing, video chat with a