Sunday, December 31, 12:00pm, UTC, 2023
Kitco's Michelle Makori asked me to be her last interviewee of the year, saying I had been her most accurate guest a year ago. She was kind to say so... but she came prepared and held my feet to the fire as well—quoting me on what I got wrong. Well done. This made for a productive examination of the forces driving commodity prices and our resource speculations, with a view toward what's likely in 2024, not just what happened in 2023. Michelle was so keen on nailing these things down, she grilled me for almost an hour.
I hope you enjoy and profit from this, may last interview of 2023 and have a very happy and prosperous 2024.
