Wealthion - Be Financially Resilient Sprott's John Ciampaglia: The New Gold Rush - Why Big Investors Are Turning to Gold & Uranium
Nov 7, 2024
John Ciampaglia, CEO of Sprott, leads a $30+ billion asset manager focused on precious metals. He discusses the surge in gold prices as a safe haven amidst geopolitical risks and its growing popularity among central banks and investors. Ciampaglia also highlights uranium's rising demand, especially from big tech companies needing power for AI operations. He explains the contrast between spot and term markets for uranium and the importance of diversifying U.S. uranium supply to bolster national security.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
The Resurgence of Gold and Silver Investments
01:42 • 10min
The Volatile Landscape of Palladium Market Dynamics
11:42 • 4min
Uranium Market Dynamics
15:53 • 8min
The U.S. Uranium Dependence and Supply Chain Resilience
24:22 • 4min
Big Tech's Nuclear Energy Revolution
28:04 • 9min
Uranium Outlook: Navigating Production, Contracts, and Geopolitical Risks
37:15 • 4min