Hot off the presses, my latest interview with David Lin covers the gold and silver rebound, but also my current outlook for copper, oil, and uranium. The idea, of course, is to look for opportunities to buy low—or at least something that has high odds of its next move being higher...
Timestamps:
00:00 - Introduction
05:00 - Mining Stocks Surge & Sentiment Flips
12:16 - Long-Term Gold Bull Case & Currency Debasement
15:02 - Rising Yields, Stagflation & Market Risks
21:23 - Fed Policy & Investing Through Stagflation
25:22 - Iran, Hormuz & Higher Oil Prices
29:39 - Bullion, Cash & Long-Term Wealth Preservation
36:08 - Copper Demand, Tariffs & Mining Economics
43:18 - Uranium’s Next Opportunity