This asset plays higher than BITCOIN and GOLD – Carbon Credit with Trey Lockerbie
In this episode, we cover how we should view the recent performance of gold and silver as inflation starts to rise.
How uranium is an asymmetric opportunity becomes with a lot of nuance.
How carbon credits are the best performing asset of the last three years, and why Marin thinks that this opportunity is worth over $16 trillion.
And ultimately we cover how America’s golden age is still ahead. Marin is a wealth of knowledge and experience, and I learned a ton from this very fun and wide ranging discussion.
I really want to talk about carbon credits, which you know a lot about, and it’s actually a topic that’s really interesting to me and certainly a burgeoning industry as well. Let’s just start out by please just lay out your thesis for us about how the world’s obligation to decarbonize will produce what you deemed to be a $16 trillion opportunity,
People are starting to figure out, hold on a second. We have to be verified. So you can’t use a carbon credit twice. It’s used as an offset. It’s a commodity. It’s going to be the biggest commodity over the next 25 years, because you have to go and create these and just planting trees isn’t the solution. If you look at the average American, you know, just the footprint of an average American would equal about 50 acres of forest planted over 40 years to offset one American. If you just quickly do the numbers, that’d be something like 45% of the global landmass would have to be planted. And over 40 years, that would just negate the American population. That’s not a solution either. It’s important and there’s ways to increase it, but then there’s blue carbon. What about the ocean? And that’s going to be a growing sector.
Apple just came out on Friday after market with a press release saying, we’ve invested in all this. And we’re coming out with 30,000 carbon credits a year on our blue carbon project, which is kind of a mangrove, which is about 80 or 70% underwater, 30% above water. And it’s 30,000 credits. And it’s about 20 bucks a ton for their costs.
A lot of people are like, what the hell is a carbon credit? What does it look like? I can’t see it. Well, it’s the equivalent to a ton of carbon dioxide. It’s got an equivalent aspect. So if you think about it, a million carbon credits is the equivalent of about a quarter million cars.
3:00 Berkshire Hathaway position in Barrick Gold
6:42 Uranium Market
11:10 Climate Change investment opportunities
16:54 Carbon Credits Explained
35:12 Carbon Credits outperforming Bitcoin
45:12 Carbon Credits value and demand
52:45 Rise of America
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