Hot off the presses, my latest Natural Resource Stocks interview. Andy asked me what to do now that our favorite minerals have stopped falling, so we dug right in...
 

Timestamps:

00:00:00 — Worst-case scenario for gold and silver
00:05:18 — Correction and consolidation setup
00:05:38 — Volatility is our friend
00:06:24 — Make a list and buy the scare
00:08:26 — Air pockets and forced selling
00:09:56 — Rotation into copper and uranium
00:12:26 — Valuation discipline across miners
00:16:10 — Energy and uranium juniors
00:20:07 — AI tailwind vs real demand
00:22:21 — All paths lead to inflation
00:23:57 — Real assets governments can't print
00:26:11 — Closing thoughts