The app for independent voices
Gm friends,
I had the pleasure of doing a podcast with Robert Smallbone at the Contrarian Capitalist on Thursday, July 10.
In a nutshell, I’m bearish on oil which is more about timing than direction. Finally, correct on silver. Platinum… the new kid in town. Friendly to copper and patient with gold.
And …crashes are a good thing.
Bon weekend!
JJ
Podcast/video with the superb Alyosha is now live for EVERYONE.
We discuss:
Oil going down in price before going up
Natural Gas + Uranium with regards to AI infrastructure
Jul 12
at
10:13 AM