Kitco News' Jeremy Szafron interviewed me at the Vancouver Resource Investment Conference, where the hot buzz—despite it being a gold-bug crowd—was uranium. I got a lot of push-back for cautioning investors not to chase related stocks hitting multi-year highs, but my call for at least some correction has already come true. The questions are: "How deep and how long?" I did my best to weigh in, wanting to be neither a bear nor a cheerleader, but a source of level-headed analysis. Of course, we also touched on the macro settering, the other yellow metal (gold), and other commodities briefly.

 

 

Timestamps:

00:00 - Introduction to Lobo Tiggre and the Interview
00:51 - Uranium Market Surge and Investor Interest
01:45 - Predictions for Uranium Prices in 2024
04:08 - Supply-Demand Dynamics in Uranium
07:31 - Gold Market Outlook Amidst Global Recession
10:21 - Consumer Debt and US Economic Health
13:11 - Cryptocurrency's Role in Financial Education
15:35 - Investment Opportunities in Gold Stocks
17:01 - Market Strategy for Navigating Economic Downturns
20:16 - Gold as a Safe-Haven Asset in Crisis Times