Palisade Interviews The Independent Speculator: Beyond the Election

This interview was recorded on election day in the US, so of course we had to touch on the potential outcomes. Perhaps more important what the discussion of what can deliver for shareholders regardless of the outcome. That includes what to look for in a takeover target, the Pre-Production Sweet spot (PPSS), and Success In Progress (SIP) plays. We also discussed the outlook for commodities other than gold and silver: uranium, copper, nickel, industrial minerals as a whole, and oil more specifically. I appreciate Tom giving me the time to review the main themes I’m watching, sector wide.