This was my first Twitter Spaces live conversation with the Lead-Lag Report's Michael Gayed. We covered my take on the key metals and minerals most resource speculators are tracking today, and a bit of the macro setting for context. Sadly, there wasn't much time for Q&A—Michael had a lot of points he wanted to cover—but we squeezed one in. We also touched on the hot topic of the day, artificial intelligence, which I have written about. I hope you find the ideas useful.

 

 

Time stamps:

00:00 — Intro
02:13 — Demystifying Due Diligence
06:53 — The Banking Crisis
15:20 — Commodity SuperCycle
27:29 — The Stagflation Argument
32:08 — The Nuclear Renaissance
36:52 — Clean Energy Transition Metals
41:03 — The AI Uprising