Deep Dive Interview on Resource Speculation in the Biden Era

This is my first Deep Dive interview, which covered a lot of ground. Cassandra Leah started by asking me if markets have priced the Biden agenda in. We then dug deeper into my case for expecting inflation, how to evaluate resource stocks, my take on country risk, how young people without much capital can get started, which commodities I favor, which ones I don’t, and digital currencies vs. gold. Note that this was recorded before the Reddit/WSB phenomenon, so there’s no comment on that—which may be all for the best, now as resource investors refocus on fundamentals.