Palisade Radio's Tom Bodrovics interviews The Independent Speculator--and gives me time to explain my main speculative investment theses for this year. That made for a longer interview than usual, but Tom included time-stars so folks can jump to whatever is more interesting to them. I found it particularly interesting that instead of just asking me where gold's going next, he asked me to explain why the rise of Robinhood should be a thing to welcome, rather than deride. But of course we did talk about my favorite metals for 2020 as well: gold, silver, and uranium.
Time Stamp References:
0:40 – Robinhood traders and chasing momentum.
11:00 – Pre-production Sweet Spot analysis.
20:00 – Takeovers and mergers.
24:20 – Private placements.
33:45 – Silver and the gold-silver ratio.
37:45 – Uranium outlook.
42:40 – Industrial and energy metals.
