INN's Charlotte McLeod interviewed me at the Recent New Orleans conference, asking the obligatory questions about my macro outlook and favorite metals—gold, silver, and uranium—but she knew that my highest-conviction speculation for 2025 is copper, so she dug into that with gusto.

 

 

Timestamps:

00:00 — Intro
00:25 — The bid is still there for gold
03:54 — Next US jobs report - what to watch
07:04 — Trump's second term as president
11:21 — Where is gold in the current cycle?
14:46 — Can silver price double in 2025?
17:16 — Still bullish on uranium sector
22:31 — 2025 will be copper's year
26:46 — What could go wrong for copper?
28:38 - Thank you