Thursday, February 17, 12:00pm, UTC, 2022
Liberry and Finance's Elijah Johnson called me up to ask about my take on what I'm calling the Great Reopening. It's such a big trend that many analysts and pundits are talking about it, but I think many resource investors are underestimating how big it's going to be. Of course, this plays into inflation, gold, energy, and other commodities—all of which are also sensitive to the Russia-Ukraine situation. This was a lively talk on key points I hope you find useful.
Timestamps:
0:00 Intro
1:17 The Great Reopening
6:21 Commodities
9:15 Inflation
15:14 Gold forecast
21:14 Geopolitics
26:12 Independent Speculator
26:51 Last thoughts
