Pretty much everything went down the toilet this week, as the world is worried about a potential banking crisis after two US banks collapsed this week. I was joined by Lobo Tiggre, who explained to me what he does with his holdings in situations such as these.
In the second part of the episode, I talk about an important uranium report. Urenco – one of the world’s largest enrichers of uranium, which has roughly a third of the enrichment capacity in the world, and almost all of the enrichment capacity in the west – has published their annual report in which they conclude that a lot more uranium will be needed, mainly due to growing tails assays (overfeeding).
In the last part of the episode, I am joined by Gold Discovery founder Luc ten Have, to talk about the year-to-date performance of some of the junior companies. Some of them have gone up 5X in the first three months of the year, which means that there is money to be made by the intelligent speculator even in bad markets.