In this latest Triangle Investor interview, we go over my speculative investment outlook for all my favorite metals, plus the macro context for why. Oddly enough, all the audience questions had to do with political risk. Happily, I just published a map showing my take on that.

Timestamps:

00:00 — Intro
01:33 — Macro overview of commodity market
06:00 — Bubble environment
07:31 — Uranium
11:03 — Unrealistic and overpromised uranium projects
15:25 — Copper
21:26 — Gold
28:40 — Commodities that could dominate in coming years
30:46 — Investing in Bolivia
35:54 — Opinion on Niger
36:14 — Opinion on Balkans
38:00 — The biggest gain ever