This VRIC interview was recorded just before the proposed ceasefire to reopen the Strait of Hormuz. Apart from the fact that firing hasn't ceased and ships are still not free to sail the strait, Rick's and my comments—and the potential opportunities we flag—remain entirely relevant.

Timestamps:

00:00 — Introduction
00:23 — Iran War and Precious Metals
08:16 — Gold and Silver Miners
14:49 — Time to Hold Cash?
22:25 — Nuclear War and Uranium Prices
30:42 — Opportunity in Oil and Gas?
38:07 — Which Assets are Still Hated?
41:24 — Draw Your Own Conclusions