Commodity Investing During Uncertain Times with Resource Fund Manager Warren Irwin
Resource fund manager Warren Irwin of Rosseau Asset Management shares his insights regarding investing in commodities during these uncertain times. He discusses possible trades out of the USD. Warren also answers a couple of binary questions regarding whether bitcoin is preferred over a digitized sovereign currency and whether the CAD is to be preferred over the USD. He shares how the Ukraine conflict has affected his willingness to invest in resource stocks. Furthermore, Warren shares his thoughts on carbon royalty companies, investing in the metaverse and the wisdom of preparing for possible nuclear war.
0:00 Introduction
1:30 What to do with USD now?
8:44 Risks with Swiss Franc?
10:39 Binary choice: Bitcoin or digital gov’t currency?
12:53 Binary choice: USD or CAD now?
14:31 Russia-NATO-Ukraine war’s effect on Warren’s resource investing
19:06 Commodity investing during uncertain times
22:19 Still holding your significant positions in resource stocks?
24:52 Investing in carbon royalty/streaming companies?
25:41 Investing in the metaverse? LOL
28:55 Wisdom of preparing for a possible nuclear war