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Dave Franklyn
Portfolio manager of the Argonaut Natural Resources Fund and natural-resources investor; provided macro commodity insight on uranium, copper and gold for this episode.
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Oct 31, 2025
• 1h 9min
Smart Money is Buying-the-Dip in Copper and Gold
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Dave Franklyn, a portfolio manager at the Argonaut Natural Resources Fund, discusses key macro trends in commodities. He explains the urgency created by the recent US government nuclear deal and dives into the volatility of gold, driven by ETF flows and central bank activities. Dave also highlights bullish trends in copper, considering demand and supply risks, while assessing various companies' strategies, from Develop's ramp-up potential to Boss Energy's challenges. Listeners gain valuable insights and investor tips amidst this lively conversation.
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