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 Don't miss out on the latest episodes of The Kinvestor Report. If you liked this video, make sure to subscribe to our channel, hit the notification bell, and join our community of like-minded investors.  Follow Arlen on Twitter: https://x.com/ArlenHansen Follow Kin on Twitter: https://x.com/kincomm Subscribe to #Kinvestor on YouTube: youtube.com/@kinvestornetwork/ Visit our Website: https://kinvestor.net/ 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.