Palisade had planned to discuss the uranium space with me in this interview, but Trump’s Nuclear Fuel Working Group’s report was delayed, so we talked about the real yellow metal, gold and other matters, including:

0:15: The significance of big names in finance, like Ray Dalio, coming out for gold
2:10: Gold two different market roles
4:10: The importance of boots on the ground due diligence
8:30: If I could start over, what would I do differently
12:25: Recommended books for resource investors
15:00: Gold correction is an opportunity
15:40: Potential for Uranium to move on NFWG news
16:35: The palladium supply crunch lesson

 

Tuesday, November 12, 1:28pm, EST, 2019