Tuesday, June 07, 02:00pm, UTC, 2022
Resource Talks (formerly Baby Investments) founder Antonio Atanasov asked me about his favorite speculative investments this year, including uranium, shipping, copper, platinum, silver, and gold. We covered the lot of them, but started with uranium—and looked at many of the others as they compare to uranium. That’s because it’s my highest-confidence speculation this year, as well as his favorite. But it made for an interesting way to look at commodity speculation that I found useful, and hope you do to.
Timestamps:
- 00:00 — Disclaimer
- 00:15 — Uranium
- 04:20 — Shipping
- 08:50 — Uranium vs Shipping: what's better?
- 10:21 — Copper
- 14:30 — Is $4 copper the new normal?
- 17:30 — Platinum
- 22:21 — Uranium vs Gold
- 27:30 — Silver vs Gold
