Thursday, November 16, 02:00pm, UTC, 2023
Peter Grandich credits me to having tipped him on uranium a few years ago, so it caught his attention when I recently pivoted from uranium to gold as my highest-confidence trade for the year ahead. We walk through my reasoning on this and the opportunity available in the immediate future. But Peter being a veteran investor, it seems inevitable that we got into some investing fundamentals as well as my outlook on some other commodities going forward.