INN's Charlotte McLeod just interviewed me at Rick Rule's resource symposium, where we went over my current "marching orders" as a speculator. I'm looking to buy more great gold, silver, and uranium stocks—and everything else is off the table until I'm sure the recession has done its worst (or I'm proven wrong about the recession). Note that my bullish remarks on uranium stocks were recorded the day before they popped this week. It was two days before gold popped over $2,400 on the latest CPI print. I'm still very bullish on both, as I think investors underestimate a powerful new driver in the gold market (which is good for silver too) and how difficult ramping up supply in the uranium market will be.

 

 

Timestamps:

00:00 — Intro
00:27 — Still bullish after gold's rise
04:22 — Silver back on shopping list
08:30 — On the hunt for silver stocks
10:49 — Hard landing happening now
15:27 — Recession vs. market crash
18:38 — Russian uranium ban impact
22:36 — Importance of due diligence