Lucian Valkovic, The Triangle Investor, asks Lobo Tiggre, The Independent Speculator, for his take on the 10 commodities he (Lucian) is most interested in: uranium, gold, silver, copper, oil, rare earths, nickel, natural gas, lithium, and coal. This was necessarily a speed round, but we found time for a half-dozen questions from the audience as well. Hot off the presses and highly recommended.
 

Timestamps:

0:00 Intro
0:58 Uranium
5:02 Uranium explorers vs developers
7:51 Silver
12:14 Selling physical silver
13:34 Gold
16:33 Copper
21:45 Lithium
24:40 Rar earths
28:12 Oil
30:02 Coal
32:06 Natural gas
33:12 Nickel
36.16 Q&A