In this conversation with Jesse Day of Commodity Culture, we discuss why the Fed’s Treasury bill holdings are rising again, why Jesse sees this as a sign of deeper intervention in the bond market, and how debt, deficits, war spending, and political pressure are pushing the system toward more money creation.
Jesse also explains why hard assets remain the other side of the bet against paper currency debasement, why gold and silver miners still look cheap despite the move in metals, and why he believes the uranium thesis remains intact. We also get into nuclear power, uranium supply deficits, volatility in the sector, and why higher prices are still needed to solve the supply problem.
Information for this briefing was found via the sources and the companies mentioned. The author has no securities or affiliations related to this organization. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.
