Not having Conviction Hurts Returns (Dave Franklyn Interview)

Money of Mine

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2M ago 1:07:49

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We had natural resources fundie Dave Franklyn on to pick his brain on everything commodities related.
The world of commodities has changed quite a bit since we last spoke with Dave one year ago, so we revisited some favourite topics such as the forces moving gold, the state of the Chinese economy and building a resources portfolio, as well as why the world’s view of met coal has changed, whether this is a ‘pause’ for uranium and plenty more.
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(0:00:00)Dave Franklyn on MoM
(0:01:10)Diggers sentiment
(0:04:58)Key market observations
(0:08:20)Shorting
(0:12:13)Energy transition and Geopolitical
(0:15:08)Oil & gas investing
(0:16:22)High conviction
(0:20:01)Gold
(0:21:25)Capricorn Metals
(0:26:35)Develop
(0:31:49)Copper
(0:33:49)Uranium
(0:44:41)Met coal
(0:47:38)Rare earths
(0:51:21)PLS acquisition of LRS and also LTR
(0:56:06)Rapid thoughts