INN's Charlotte McLeod asked me to recap my PDAC talk, which covered my latest thinking on what's changed for resource speculators and what has not. This was an admittedly more theoretical look at economics and investor psychology than I normally indulge in, but we brought it down to earth with investment plications for the immediate future... as well as a look farther ahead. Regular readers will know where gold, silver, copper, uranium, oil, and other minerals fall in those baskets for me, but this is my latest take.
00:00 - Intro
00:24 - Sentiment at PDAC
01:07 - Is this time different?
05:08 - Strategy as recession nears
08:53 - Now: gold, silver, uranium
10:54 - Later: copper and oil
14:44 - Permitting and ESG
20:20 - Much later: lithium
24:25 - Lobo's updated PPSS data
29:32 - Outro
