The Deep Dive Takes The Independent Speculator Off the Beaten Commodities PathBlurb: I like these Daily Dive interviews because they often ask me about more interesting things than where the price of gold or oil is going. This time, we covered the state of the dis-union, the artificial intelligence craze, and the latest M&A mining news. But of course we covered our favorite commodities.

 

 

Time stamps:

00:00 — Introduction
00:21 — Biden’s State of the Union Address
03:52 — US labor market: mass layoffs vs high unemployment rate
06:45 — Oil shortage?
09:02 — ChatGPT and AI-powered tools
14:01 — Mining stocks revaluation
17:33 — Newmont’s acquisition of Newcrest
21:09 — Central Banks’ gold shopping spree
24:31 — Read on uranium
27:20 — Kazakhstan physical uranium fund