INN's Charlotte McLeod interviewed me after I gave my talk at this year's Vancouver Resource Investment Conference, which was on the topic of the "Trump Trade for 2025." This wasn't a single stock pick, but a way to make Trump-induced volatility your friend.

 

 

Timestamps:

00:00 - Intro
00:25 - Volatility is the real Trump trade
02:31 - Breaking down new CPI data
06:03 - Is the Fed in trouble?
09:09 - Gold price in 2025
11:32 - Shopping for gold, silver stocks
15:43 - Is it time to buy copper stocks?
22:44 - Copper price in 2025
25:07 - Uranium story has changed
29:46 - Uranium price catalysts to watch