Palisades Gold Radio's Tom Brodovics took the time to dig a little deeper into the macro context for resource investment today. I was surprised by some of his follow-up questions—but I'm glad he went there, as we provided the audience with a more comprehensive discussion. This turned it into a longer-than-usual interview, but there are timestamps below, for those in a hurry. I think we covered some very important ground—highly recommended.
Timestamps:
00:00 - Introduction
00:40 - The Gang of Rogues
05:16 - Macro Picture & Signs
09:40 - Fed & Fiscal Dominance
14:30 - Voting Harder
16:44 - Industrial Recession?
23:53 - Inflation Waves
32:14 - Dr. Copper?
36:57 - Fundamentals Matter?
42:00 - Copper Grades & Costs
45:45 - Pre Prod. Sweet Spot
52:20 - Promises Vs. Reality
55:14 - High Conviction Play
58:06 - Wrap Up