Joe Mazumdar Exploration insights
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Commodity Investment Ideas for 2023

Joe Mazumdar, mining analyst at https://explorationinsights.com, and I sat down for a…

2 Min Read
In this episode of Resource Heads, Tom Luongo explained why he thinks the FED will hike interest rates much higher, and keep them there for much longer.
newsletterOriginal Contenturanium

Are Uranium Fuel Buyers Panicking? | Resource Heads Ep. 50

In this episode of Resource Heads, Tom Luongo explained why he thinks…

1 Min Read
The highlight of this week's Resource Heads is my conversation with Justin Huhn, the Uranium Insider, who told me that uranium has been steadily outperforming the broad markets and that it has actually already decoupled.
newsletterOriginal ContentUranium Insider

Uranium Decouples, Molybdenum Soars | Resource Heads Ep. 49

The highlight of this week's Resource Heads is my conversation with Justin…

3 Min Read
In this recording, Lyn Alden joins Resource Talks for a conversation about commodities, inflation, interest rates, the bond market, and her outlook on the economy in 2023.
Original Contentpodcast

Lyn Alden’s 2023 Outlook on Commodities, Stagflation, Interest Rates, and More

In this recording, Lyn Alden joins Resource Talks for a conversation about…

5 Min Read
This week, I was joined by Rick Rule to talk about CPI, The World Bank's revision of GDP growth forecast, China's December export numbers, gold, uranium, and others.
goldnewsletterOriginal Contenturanium

Rick Rule Made a Mistake | Resource Heads Ep. 48

This week, I was joined by Rick Rule to talk about CPI,…

1 Min Read
This is the first episode of my "2023 Outlook" series, in which I talk to different people I know about their outlook on the economy and the state of the markets in 2023.
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Lobo Tiggre’s 2023 Outlook on Commodities, Inflation, and the Economy

This is the first episode of my "2023 Outlook" series, in which…

0 Min Read
This is a very long rant on what mistakes I made in 2022, and how I will try to correct them and do better in 2023. It's a message to my future self and is not worth watching for anybody but myself. Yet, I am uploading it because I know nobody will listen to this warning and YouTube will put ads on the video, which will earn me a few dollars.
newsletterOriginal Contenturanium

Uranium Stocks Lost Me a Lot of Money: My Mistakes | Resource Heads Ep. 47

This is a very long rant on what mistakes I made in…

5 Min Read
In this conversation, I asked Malcolm Rawligson, a nuclear veteran with over 50 years of experience working in the nuclear space, what he thinks the future brings for fusion, thorium, small modular reactors, molten salt reactors, used fuel reactors, and other nuclear technologies.
Original Contentpodcasturanium

Fusion, Thorium, SMRs: The Future or the End for Uranium Investors?

In this conversation, I asked Malcolm Rawligson, a nuclear veteran with over…

4 Min Read
Could Copper Outperform Uranium?
coppernewsletterOriginal Contenturanium

Uranium vs. Copper: Lobo Tiggre talks | Resource Heads Ep. 46 with Lobo Tiggre

Copper supply chains went through a rough week, with Cobre Panama, a…

4 Min Read
Oil is underperforming uranium on a YoY basis. Did someone - anyone?! - even think uranium could outperform anything? Well, it appears it could. It's not a lot, but at this point in my career, I am taking every little win I can get.
newsletteroilOriginal Contenturanium

Uranium & oil reality check | Resource Heads Ep. 45

Oil is underperforming uranium on a YoY basis. Did someone - anyone?!…

3 Min Read
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