The Wandering Investor and The Independent Speculator on the Best Resource Investments for 2025Blurb: The Wandering Investor caught up with me recently to get my investment outlook for gold, silver, uranium, and copper in 2025. We talked geopolitics and macroeconomics as well, for context, but it was mostly about our favorite minerals.
Timestamps:
00:00 Introduction
00:47 Review of 2024 precious metals outlook
02:50 Gold outlook for 2025
08:37 Weaponization of the US dollar
10:25 BRICS currency and de-dollarization
12:35 Trade war and tariffs
14:30 Can you be bullish both USD and Gold?
15:05 Conflict and uncertainty support precious metals
17:46 Silver outlook for 2025
19:25 Silver supply deficit
20:40 Uranium outlook for 2025
22:40 Nuclear energy demand and uranium
26:25 Copper outlook for 2025
30:17 Affiliate link to free newsletter