Vancouver Resource Investment Conference Recap - Bizarro World 254

There were several resource investment conferences in Vancouver last week. 

I spoke at the Vancouver Resource Investment Conference and attended the Metals Investor Forum. And Gerardo joined me for several days of back-to-back meetings with executives. 

We have lots to report. 

And we do so via episode 254 of Investing in Bizarro World. 

I’ll share the video of my presentation when it’s live. Premium readers will already be very familiar with the themes:

We are in a commodity supercycle that began in 2020 and will likely last for 10-20 years. But we are currently inside a pullback within that supercycle, akin to the mid- to late- 1990s.
Not all commodities will move in the same direction at the same time. See uranium and lithium.
I believe you still have time to establish and build quality positions, perhaps at lower prices than we’re seeing now. Now time to build positions on dips.

The sentiment at the conferences reflected this bifurcated mood. 

Both conferences were well-attended, buzzing even. I attended a talk by Ross Beatty that was standing room only five people deep.

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But his talk was about how sour the current sour mood is in the resource space.

And that’s the other side of sentiment. Many small mining companies are struggling to raise capital and even having to return optioned projects. 

So go back and read the third bullet above.

We cover this theme much more in-depth in the podcast, and we also discuss macro markets in terms of GDP, as well as some individual company updates in the junior resource world.

It’s all in episode 254 of Investing in Bizarro World.

0:00 Vancouver Resource Conference Recap
6:53 Multi-generational Economics, Fourth Turnings, Gray Champions
17:51 Macro Musing: GDP, Magnificent 7
22:50 Ken Brinsden in as Patriot Battery President & CEO
35:05 Peru Permitting News: Palamina and Hannan Metals

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