"The guest argued that timberland is an ideal diversification asset that performs comparably to equities but remains completely uncorrelated to both stocks and gold."

"The bull case for Rayonier is that it trades at a deep discount to its private market timberland value, offering a high-quality, inflation-resistant store of value."

"The guest argued that mining and energy stocks represent the cheapest assets globally due to extreme institutional neglect, ESG headwinds, and a cyclical underinvestment in the raw materials of civilization."