On June 14, 2016 I gave a presentation, Criticality of Supply in the Age of Trump, at Dave Hodge's Zimtu Commodity Investment Forum in Vancouver, Canada. In light of the surprise Brexit Leave vote on June 23 my message about a case for gold unrelated to fiat currency debasement and for metals in general thanks to security of supply issues arising from the populist attack on globalization, I am even more emphatic that the resource rally has running room until at least the November elections, at which point I am not at all sure the status quo in the form of Hillary Clinton will take the White House.
Much to my surprise I spoke to a bigger audience than I did during my Newsletter session at PDAC on March 6, a strong sign that audiences are warming up to the idea that we are back in a bull cycle. For some great shots of the crowd check out the Zimtu Photo Gallery. Greg Klein of ResourceClips reports on the buzz in A capacity crowd attends the first annual Vancouver Commodity Forum. A few days ahead of the conference he tapped me for an interview about the theme of my talk: John Kaiser talks Trump, turmoil, gold, scandium and the juniors. Dave Hodge's intention may have been to provide an interim mini-conference to compensate for Cambridge's decision not to do a June show this year, but I would not be surprised if he becomes competition for Cambridge which has thrown its lot in with Marin Katusa.