TKR023 | Part 2 - Uranium, Gold & Juniors: The Road Ahead with Warren Irwin on The Kinvestor Report

Arlen is joined by Warren Irwin, Founder, President & Chief Investment Officer of Rosseau Asset Management, a Toronto-based hedge fund specializing in natural resources.

In Part 2 of this special 2-part episode of The Kinvestor Report, Arlen and Warren discuss the #uranium bear case and investment thesis, #gold equity struggles, and the destruction of the Canadian junior mining sector and the changes needed to return to prosperity!

Part 1: https://youtu.be/TtZKC6Ol4kk

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Follow Warren on X: https://x.com/ItsWarrenIrwin
Website: https://www.rosseau.com
Warren on BBC Bre-X Podcast: https://www.bbc.co.uk/programmes/w13xtvt4/episodes/downloads

Sections
00:00 Intro
00:45 Uranium bear case
01:51 $17 Uranium
02:13 $138 Uranium
03:28 Commodity squeezes
05:45 NexGen
06:29 Mine building: NexGen & Osisko
08:57 Warren's thoughts on uranium
11:27 Uranium bull case
13:01 Metallurgical coal
14:36 Fission uranium
15:04 Warren's ONLY uranium investment
18:03 Gold & politicians
22:12 The destruction of Canadian junior mining

Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions.

The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.