John Rubino – Riding The Macroeconomic Waves In Energy Commodities Like Oil, Copper, and Uranium

Shad Marquitz
September 5, 2023

John Rubino, publisher of his newsletter over at Substack, joins us for wide-ranging discussion on the macroeconomic environment that will lead to riding multi-part waves in the energy commodities like oil, copper, and uranium.  We look at the similarities today with higher stickier inflation, rising energy prices, cracks in the labor markets, and the coming potential of an economic slowdown, and John sees it as very reminiscent of the 1970s stagflation period.  He goes out to outline how this backdrop should bode well for energy commodities and the precious metals. 




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    Why China Is Avoiding Using ‘Bazooka’ to Spur Economy

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    Justin Huhn – Uranium Story Keeps Getting Better as the World Embraces Nuclear

    Commodity Culture – August 23, 2023

    “Founder of Uranium Insider Justin Huhn presents the latest catalysts and tailwinds he sees for the uranium sector, including shifting political winds that continue to turn in favor of nuclear energy. Justin gives an update on planned reactor builds around the world, the latest developments in small modular reactor technology, and much more.”

    00:00 Introduction
    00:22 Impact of Coup on Niger Uranium
    04:38 Main Tailwinds for Uranium
    07:48 Current Risks in the Sector
    10:24 Sweden’s Plan to Build 10 Reactors
    13:13 China’s Nuclear Dominance
    17:41 Reactor Builds and Investment Thesis
    22:06 Green Party of Canada’s Nuclear Pivot
    26:42 Small Modular Reactor Outlook

      Sep 05, 2023 05:58 PM

      I think if James Dines was here with us today, he would be putting most of his cash in uranium stocks. Dines was the original everything BUG! LOL! DT

    Sep 05, 2023 05:14 PM
    NatGas Zone Test
    How Deep?

      Sep 06, 2023 06:04 PM

      Ditto Wednesday

    Sep 05, 2023 05:20 PM

    Are we setting up for late 2015 like scenario – where all commodities are taken to woodshed and then big money enters and boom! If that is the case, there’s going to be a catharsis in mining stocks. Maybe JNUG will be trading in teens. Watching DSI on both gold and silver drops below 10 – interesting times for sure. Everyone keep their powder dry..

    Sep 06, 2023 06:36 AM

    The Managed Money intervention with Regulator help is sickening. They are trying so hard to make the markets totally for insider trading and eliminate any individual involvement. I hope their kids get turned down for Harvard. Can’t buy everything.

      Sep 06, 2023 06:49 AM

      Don’t even think this is a natural correction or because the intervened in General Market is having a bad day. That just gives in to the Algo programs as being valid. This is just theft on a long term basis.

      Sep 06, 2023 06:55 AM

      Harvard is full of sick ooos