Uranium Aholes, Palladium Shocks, and 3 Energy Stocks | Jared Dillian Interview
Jared Dillian joined me for this week's Transition Talks. We talked about Uranium A-holes, Palladium, the FED, gold, and ever a bit of copper. After that I interviewed 3 energy companies.
Jared is the editor of The Daily Dirtnap, a daily market newsletter for investment professionals, continuously published since 2008. Before he worked for a small floor market maker on the Pacific Options Exchange from 1999-2000, and was a trader for Lehman Brothers from 2001 to 2008, specializing in index arbitrage and ETF trading.
In this episode we discussed Jared's investment strategies, focusing on his successful long-term positions in the #uranium and #palladium markets, and the potential of copper, and gold & silver to be the new oil.
Lastly, Jared shared his views on the economy, commodities, and the potential impact of rising interest rates on these markets.
Jared Dillian’ website: https://www.dailydirtnap.com/
After the market overview, I interviewed 3 companies:
1. Velox Energy Materials CEO Interview with Simon Coyle (TSX-V: VLX) - vanadium, lithium & hydrogen stock with exposure to Australia, and Canada.
Velox Energy Metals’ website: https://veloxenergymaterials.com.au/
2. First Phosphate Corp. CEO Interview with John Passalacqua (CSE: PHOS) - phosphate stock with exposure to Canada.
First Phosphate’s website: https://firstphosphate.com/
3. Global Energy Metals CEO Interview with Mitchell Smith (TSX-V: GEMC) - battery metals stock with exposure to Canada, US, Norway, and Australia.
Global Energy Metals’ website: https://globalenergymetals.com/
Important warning:
Although, at the time of recording, none of the companies were paying clients of Resource Talks, you should still consider this - and all other company-related content on the internet - advertising for said companies.
The information provided herein is general & impersonal in nature and meant for entertainment purposes only. The viewer acknowledges and agrees that the information does not constitute a solicitation of an offer to buy or sell any security or instrument or to participate in any trading strategy.
The host is not a licensed investment advisor. He is just another talking head on the internet. He might own shares of companies mentioned in this publication. Always assume he doesn't know much more than a potato does.
The mining & exploration space is among the riskiest sectors to invest in. The risk of anything mentioned in this publication is 100% loss of capital. If you don't read the official documents provided by the company on www.SedarPlus.ca, you will lose all of your money.
Timestamps:
00:00 Recap
01:37 Which commodities does Jared like?
06:29 What is Jared’s view on uranium?
09:19 What has made Jared money in the past?
12:09 What is Jared’s view on copper?
19:52 What does his portfolio breakdown look like?
32:15 What exactly is making Jared bearish?
37:00 Contact Details Jared Dillian
37:27 Important Warning
40:37 Velox Energy Metals Company Overview
46:02 Velox Energy Metals CEO Interview
01:32:51 First Phosphate Company Overview
01:37:35 First Phosphate CEO Interview
02:21:19 Global Energy Metals Company Overview
02:23:54 Global Energy Metals CEO Interview
