Resource Talks' Antonio Atanasov asked me about the banking crisis and how it relates to unemployment, the deepening recession, and more. That took us to an update on which commodities I'm willing to speculate on, which ones I'm not, and why.

 

 

Time stamps:

00:00 — Intro
04:30 — Why does the FED have to cut?
11:20 — Is the labor market stable?
18:45 — Can the FED be the first central bank to raise rates?
22:00 — Is M&A in mining about to ramp up?
35:00 — Are gold producers undervalued?
45:30 — Why does Lobo like uranium?
52:35 — Biggest takeaways