Resource Talks' Mark Tovey asked me for my outlook on all our favorite minerals—and he came prepared. Readers know I'm only buying uranium stocks today... but this may be about to change.
Note: At the end, I had a Senior Moment and spoke about URNM, but was thinking about URA. My apologies.
Timestamps:
00:00:00 — Intro
00:01:22 — Is Lobo ready to buy gold?
00:06:17 — What macro test must gold still pass?
00:08:52 — Is Lobo buying silver?
00:12:26 — Could conflict keep oil prices elevated?
00:17:30 — How does Lobo assess risk?
00:22:04 — Does Lobo favor oil over copper?
00:26:49 — Will uranium prices fall?
00:31:30 — Is the uranium ETF the best option?
00:34:06 — RT portfolio trades?