

Is tin the next uranium? (Brian Laks interview)
Apr 24, 2024
Brian Laks, co-chief investment officer of Old West, dives into the fascinating world of commodities, highlighting the untapped potential of tin compared to uranium. He discusses the evolving dynamics in uranium investments, emphasizing supply-demand fundamentals. The conversation reveals keen insights into copper market trends and the role of innovative technologies in resource exploration. Laks stresses the need for thorough research to unearth valuable opportunities in these markets, particularly in a post-COVID landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Uranium Investment Dynamics
01:33 • 24min
Investing in Tin: Opportunities and Challenges
25:19 • 12min
Unlocking Potential: The Future of Tin and Copper Exploration
37:30 • 3min
Navigating the Copper Market: Trends and Opportunities
40:24 • 13min
Exploring Copper and Gold Dynamics in the Mining Sector
53:31 • 5min
Market Dynamics: Evaluating Tin and Copper Supply Challenges
58:58 • 5min
Insightful Reflections on Commodity Investments
01:03:31 • 3min