Commodity Culture's Jesse Day asked me for my outlook on key commodities in light of the new war in the Middle East as well as ongoing macro trends.Note that this was recorded nine days ago. Subsequent events have, I think, supported the views I expressed.

 

Timestamps:

00:00 Introduction
01:06 Uranium Matters
06:43 Turmoil in the Bond Market
08:20 Israel-Hamas Conflict Impact on Gold
12:35 Copper Supply Surplus in 2024?
16:56 Is it Time to Invest in Coal?
19:31 Costco Gold Bars Selling Out
23:07 Why I'm Holding Back on Gold