39 min
Does the Uranium Rally Have Legs | Talking Lithium, Uranium, Iron Ore with Geologist James Cooper What's Not Priced In
-
- Investing
2024 could be a crucial year for commodities. So thinks Fat Tail's resident commodities guru James Cooper. And he outlined several reasons why. US election. China stimulus. Rate cuts. Falling US dollar. Rising India. Any of these events can ignite commodities in 2024.
James joined Kiryll Prakapenka on this week’s episode of What’s Not Priced In to talk why he’s upbeat about commodities this year. And, yes, we didn’t waste the opportunity to ask James about uranium’s rally. And lithium’s collapse. And iron ore’s dip. Suffice to say, we covered a lot of ground. But the big topics were:
Why James thinks 2024 could be a crucial year for commoditiesJames’s prescient call about lithium in November 2022 – lithium is a ‘one-hit wonder’Have lithium stocks bottomed or more pain to come?Green energy transition stocks – not just lithium – are struggling … but for how long?Does the uranium rally have legs?Commodities to watch with true scarcity factors
To learn about Greg's premium service Fat Tail Investment Advisory go here.
For more free research, check out Money Morning Australia.
Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch
All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.
We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice.
Financial Services Guide
Please keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/. If you do not understand anything in it, or require more information, please feel free to contact us here.
2024 could be a crucial year for commodities. So thinks Fat Tail's resident commodities guru James Cooper. And he outlined several reasons why. US election. China stimulus. Rate cuts. Falling US dollar. Rising India. Any of these events can ignite commodities in 2024.
James joined Kiryll Prakapenka on this week’s episode of What’s Not Priced In to talk why he’s upbeat about commodities this year. And, yes, we didn’t waste the opportunity to ask James about uranium’s rally. And lithium’s collapse. And iron ore’s dip. Suffice to say, we covered a lot of ground. But the big topics were:
Why James thinks 2024 could be a crucial year for commoditiesJames’s prescient call about lithium in November 2022 – lithium is a ‘one-hit wonder’Have lithium stocks bottomed or more pain to come?Green energy transition stocks – not just lithium – are struggling … but for how long?Does the uranium rally have legs?Commodities to watch with true scarcity factors
To learn about Greg's premium service Fat Tail Investment Advisory go here.
For more free research, check out Money Morning Australia.
Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch
All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.
We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice.
Financial Services Guide
Please keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/. If you do not understand anything in it, or require more information, please feel free to contact us here.
39 min