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The Independent Speculator Deep Dive on Gold, Uranium, and the Macro Context

by Lobo Tiggre
Wednesday, February 28, 12:00pm, UTC, 2024

This Deep Dive interview digs deep into my updated outlook on the macroeconomic setting for resource investments today. We focused on applying that to gold and uranium, my highest-conviction trades for 2024, but the reasoning covers other commodities. As luck would have it, just after we recorded this session, uranium fell below the $100 floor it had established—but not by much, so my take stands.




00:00 — Introduction
01:32 — Gold
04:48 — This is why Gold Stocks are Down
10:46 — Interest Rates and Economy
17:24 — "Gold always does well in a recession."
19:11 — Uranium
23:26 — $100 seems to be the floor
25:21 — Uranium is headed higher this year
28:38 — Cheap energy fixes world problems


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