I just had a great conversation with David Lin regarding the economic trends I see in motion right now that impact commodities prices. As seems obligatory these days, there are a lot of big macro questions. We can't ignore those, but I did my best to bring those down to the level of what I as a resource speculator am willing to bet on now, and what I'm not. We also covered what I'd need to see to concede that I got the macro wrong and need to revise my outlook and shopping list.

 

 

Timestamps:

0:00 - Intro
1:00 - China's economy
3:25 - Commodities demand
8:00 - Inflation
11:40 - Gold
16:16 - BRICS currency
20:30 - Recession triggers
24:22 - Change of sentiment
28:55 - Uranium
39:40 - Silver's industrial usage
43:15 - Monetary metals