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Money of Mine

Uranium Catalysts are Coming with Tom Solomon

Feb 17, 2025
30:47

Pala Investments’ Tom Solomon sat down with us for a cracking chat on his views on the uranium market, where copper is going, the value in gold as well as how his general macro overview is shaping his investments.


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(0:00:00)Introduction


(0:02:40)Taking the temperature on uranium


(0:08:42)Uranium demand vs supply


(0:12:55)The shorts


(0:14:50)Fear & greed pushing gold higher


(0:17:30)Should goldies hedge?


(0:20:15)Coppers state of flux


(0:22:40)A contrarian commodity pick


(0:28:20)Lithium quick take

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