Wednesday, March 01, 12:00pm, UTC, 2023
For those who missed my talk at the recent Vancouver Resource Investment Conference, here's the recording. No Powerpoint. No special effects. Just me with some plain talk and perhaps a bit of tough love for resource speculators. Until we see whether China's reopening can boost commodity prices despite central banks around the world slamming on the economic brakes, there's not a lot that I see as investable now, but there are three trends happening now that I'm willing to speculate on today…
