The Vancouver Resource Conference's Jesse Day just did a panel interview with Rick "the Terminator" Rule and me. The conversation focused on our takes on our key mineral commodities. We agreed about copper, oil, uranium, and more, which may seem boring, but our approaches differ. Our different investment time horizons, however, result in different guidance on some things. And of course, our somewhat famously different views on political risk result in different marching orders. Check it out...

 

 

Timestamps:

00:00 — Introduction
00:44 — Which Commodities Will Outperform?
10:21 — Gold Mining Stocks
18:11 — Outlook on Uranium
24:36 — War and Oil Prices
33:56 — Approach to Jurisdictional Risk