Palisades Gold Radio's Stijn Schmitz was at the Rule Symposium when I said I wouldn't buy a single gold or silver stock presenting there, so he dug into why—and if anything has changed. The answer to the latter is no, much to the distress of those with nothing better to do than snark in YouTube comments. But the point is to make money, not win a popularity contest. I have no regrets. We also covered silver, of course, as well as copper, oil, uranium, and more.
00:00:00 - Introduction
00:00:37 - Gold Value Proposition
00:03:37 - Market Bottom Analysis
00:04:44 - Bull Market Debate
00:08:19 - Price Levels and Drawdowns
00:11:10 - Central Bank Buying Durability
00:14:57 - Gold Miners Value Proposition
00:19:10 - Portfolio Allocation Strategy
00:23:59 - Mining Developers Analysis
00:26:40 - Silver and Silver Miners
00:29:46 - Oil and Gas Sector
00:34:10 - Copper Market Dynamics
00:35:14 - Oil/Copper Shopping List?
00:40:03 - Uranium Investment Setup
00:45:19 - Concluding Thoughts