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.
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.
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.
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?
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.
Since everyone is stuck at home I will be hosting some more webinars with companies we follow and you request more information on.
Tomorrow (March 26th) I will be joined by O3 Mining with Jose Vizquerra, President and CEO. Please click the link below to sign up. If you sign up you will also have access to the recording shortly after the live webinar.
There will be a Q&A period at the end of the webinar. Please send me any questions you have so I can have them ready. You can also ask questions during the webinar.
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.