My latest Triangle Investor interview covers my latest takes on critical minerals like gold, silver, copper, uranium, oil, and more. But the idea is to look for opportunities to buy low, not to chase after what's hitting all-time highs...

Timestamps:

00:00 – Intro
01:28 – Top buy-low theme: Oil (hated commodity)
03:15 – Sell high to fund the next buy low
04:53 – Selective oil opportunities; waiting for dips
05:29 – Sidelined on gold ($5K) & silver ($75–$80)
07:30 – Silver crash & resilient stocks
09:02 – Correction/consolidation, not blow-off top
11:25 – 2026 unwind: Commodities in a crash
14:03 – Bullish copper & uranium long-term
16:27 – Best ways to play copper (ETFs vs juniors)
19:10 – Uranium: Love it, but waiting for dip
22:05 – 2025 lessons: Discipline vs FOMO
26:01 – Gold/silver worst case: 2011 repeat?