Wednesday, March 15, 11:00am, UTC, 2023
Resource Talks' Antonio Atanasov asked me for my latest economic and investment outlook. This was recorded last Friday, so we talked about the US labor report and the SVB fiasco—but it was before the government stepped in to bail all depositors out, effectively removing the FDIC's $250,000 limit, not to mention this week's CPI report. However, these events and data points are in line with my stagflation call. So, as I've been writing recently, what I'm willing to buy ahead of the deepening recession is limited to gold, silver, and uranium-related equities. That hasn't changed. Have a listen for details. (I'm the first of two guests on this show; my segment starts about four minutes in.)
