Brien Lundin Commentary – Thu 26 Mar, 2020

The recovery in metals stocks balanced with the rebound in US markets

Brien Lundin joins me today to comment on the recent strength in metals stocks that are moving along with the US markets. Since Brien is focused more on the junior stocks we dive into what he is looking for in his recent investments.

Click here to learn more about Brien’s newsletter – The Gold Newsletter.

Chris Temple from The National Investor – Thu 26 Mar, 2020

US Markets Up For A 3rd Day In A Row. Is it time to fade this rally already?

Chris Temple joins me for comments on the US markets and Trump’s comments on getting everyone back to work in the near term.

With US markets up for the third day in a row on the back of a US government spending deal investors are now wondering if we could see a strong V shaped recovery. Don’t get too confident just yet.

As for Trump’s comment a couple days ago regarding getting people back to work, this might be more optimism than anything. There are a couple things to note about his press conference that are not flattering.

Click here to visit Chris’s site and keep up to date with his market and economic comments.

Company Updates From Management – Thu 26 Mar, 2020

Uranium market comments and an update from IsoEnergy

The recent announcement out of Cameco shutting down operations at Cigar Lake for at least 4 weeks has brought renewed attention to the Uranium sector.

Craig Parry, President and CEO of IsoEnergy (TSX.V:ISO) joins me to first outline the significance of the Cameco announcement for the supply side of the Uranium market. We also discuss the recent high grade drill results from the Hurricane Zone at the Larocque East Property. The Company continues to build on it’s discovery from a couple year ago with very high grade U3O8 results.

Click here to visit the IsoEnergy website and read over the recent news.

Dan Oliver – Thu 26 Mar, 2020

With all these bailouts coming it’s time to reassess the debt situation in the world

Dan Oliver, Founder of Myrmikan Capital joins me to kick off today with a little history on our current debt system. Looking ahead to when this global shutdown ends there will be a lot more debt in companies, individuals, and governments. Where does this all leave us?

Click here to visit the Myrmikan Capital website.

Richard Postma – The Doctor Is In – Wed 25 Mar, 2020

A Secular Bear Market For US Markets, Gold and gold Stock Thoughts, and Uranium Developments

Doc joins me today to share his thoughts on the US markets, gold and gold stocks, and the uranium sector. Some of the highlights include his time frame for the secular bear markets for US equities, the balance between the gold:silver ratio, and if he is investing in uranium plays right now.

Click here to sign up for the O3 webinar tomorrow at 12-noon PT (3pm ET).

Josef Schachter – Energy Analyst – Wed 25 Mar, 2020

Oil Commentary – Oil being attacked from both the supply and demand side

Josef Schachter joins me for another look into the depressed oil sector. Being attacked on the supply (from the shutdown in may cites and countries) and demand side (from the Saudi and Russian price war) there are a lot of headwind to hold price down. We discuss possible ranges that oil will trade in and the companies Josef thinks will be the winners when the outlook brightens.

Click here to learn more about Josef’s newsletter.