The Vancouver Resource Investment Conference's Jesse Day asked me for an update on what I'm speculating on now, given the latest macro developments. This was recorded right before Fed Fad, but I got that right. My comments on gold, silver, uranium, and industrial minerals won't surprise frequent viewers, but the emerging markets question was an unusual one.
00:40 Regional Banking Crisis
07:01 Recession in the U.S. and Europe
12:51 Failed Economic Predictions
16:06 Opportunity in Uranium
22:00 Gold and the 10-Year Treasury
26:46 Emerging Markets
30:36 The Independent Speculator