Commodity Culture's Jesse Day caught up with me at the 2023 Vancouver Resource Investment Conference and asked me what counts as "happening now" under my new mantra of disregarding arguments about what's inevitable, or even imminent, to focus on what's happening now. So of course we had to talk about uranium, gold, and silver as metals underlying stocks I'm willing to buy now. But we also talked about oil and gas, copper, and more, and what I need to see in order to see them as happening now.

 

 

Time stamps:

00:00 Introduction
00:31 Commodities Happening Now
03:23 Fed Policy and Commodities
06:22 Outlook for Gold & Silver
09:15 Tailwinds for Uranium
14:59 Thoughts on Lithium
18:22 Bull Cycle for Copper
22:12 Case for Oil
23:59 Platinum & Palladium