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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Adelaide, 7 - 9 April 2025 (Matty will be there in full conference mode)

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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