The Contrarian NewGen Mindset podcast invited me back for an extended look into the macro drivers for investors today. Some of the questions were almost philosophical in nature, but I did my best to keep it practical, offering guidance to resource speculators today. This turned out to be something of a reality check on several levels.
00:00 — Intro
02:00 — Don't trust the Fed
03:00 — What's the economic end game?
07:00 — What happens next?
00:00 — What risks should investors be mindful of?
13:30 — Independent Speculator memes
15:30 — Key lessons for finding hidden value
20:00 — Only three commodities I'm speculating on now: gold, silver, and uranium
24:00 — Can Nuclear energy really overcome all the fear and opposition?
29:30 — Geopolitical factors to my uranium thesis
31:30 — Could the Green Agenda make critical minerals recession-proof?
38:00 — ESG considerations
40:30 — Companies still have to deliver for shareholders.. progress depends on it.
41:20 — The next shoe to drop in the US should be a surge in bankruptcies.
43:45 — Chat GPT and the labor market
49:45 — Is America in decline?
53:40 — Wrap up