Ladislas Maurice, The Wandering Investor, set this interview up with me last week, before gold surged so emphatically above $2,000. We'd planned to cover uranium, copper, and other commodities, but with the news of the hour, we ended up focusing on gold and silver—which is fine because that's where I see the best opportunities for the nearest term.

 

Time stamps:

00:00 — Introduction
00:17 — Is this THE gold breakout we have been waiting for?
03:00 — Gold mining stocks have barely moved. Why?
07:40 — Individual stock picking vs ETFs for mining stocks
12:10 — Political risk in Africa vs. political risk in Canada for mining stocks
19:50 — Silver outlook for 2023
24:20 — What I'm doing now