Kitco's David Lin seems to have had his fill of gold bugs on his show, so he asked me to talk about uranium. What happened in 2022? What has changed? And what will 2023 look like? We did talk about the economy, the Fed, gold, silver, and other commodities, but it was uranium front and center—until he asked me what _not_ to buy...

 

 

Timestamps:

0:00 - Uranium price historical performance
5:00 - Uranium supply
13:35 - Nuclear fusion
16:22 - Uranium forecast
20:40 - Exit strategy
23:30 - Gold and silver outlook
27:00 - Fed policy outlook
28:51 - Assets to avoid