The Next Big Rush's Fabi Lara told me she didn't want this interview to be just another run through my current outlook on key commodities. She wanted me to take all the time I wanted and bring up pitfalls and mistakes resource speculators should avoid. Scolding people for what they're doing wrong is not the fastest way to make friends, but I have made plenty of mistakes I wish someone had warned me of earlier in my career, so I went there. So, if anything I say in this interview makes you angry, I encourage you to contemplate what that defensiveness is telling you about your own process as an investor. And if some years down the road, you find I was right, thank Fabi for asking me to rub salt in your wounds to get you thinking about how they got there.
Of course, we had to talk about uranium, gold, silver, and other energy and industrial minerals as well, so don't worry; there's plenty of practical guidance for right now in here.
