Resource Talks' Antonio Atanasov has just had some dental work done before our latest interview, so he lined up a few questions and let me rip. This turned into a longer-than-usual session for us, digging deeper into the latest central bank shenanigans and the implications for our favorite speculations. We covered uranium, of course, and gold, silver, copper, other battery metals, and molybdenum, among other metals and commodities.

 

 

Fortunately, Antonio took the time to add time stamps:

00:00:00 — Intro
00:01:00 — Will the FED pivot in 2023?
00:12:20 — Why is the dollar not going down more?
00:15:30 — What are the terminal rates going to be?
00:16:30 — Is inflation coming back with the same force?
00:21:45 — Should risk come back on into the market?
00:26:30 — QT + interest rates cuts? Can it work?
00:29:45 — When will QT show in the real economy?
00:32:00 — Why is gold falling?
00:44:20 — Why is copper falling?
00:51:30 — Will copper be a "critical mineral"?
00:54:27 — SPUT & YCA raised +$150M for physical uranium
01:01:00 — Are the uranium developers worth the look?
01:06:40 — New ETFs from Sprott
01:11:00 — Ban on Russian uranium coming soon?
01:14:30 — Natural gas is still falling
01:18:20 — Battery metals
01:20:30 — Molybdenum keeps going up