Contrarian investing & commodities to watch - Kevin Bambrough

About this Video

• Video Title: Contrarian investing & commodities to watch - Kevin Bambrough
• Channel: Triangle Investor
• Speakers: Lucia Valkovich, Kevin Bambrough
• Duration: 00:44:52

Introduction

This Triangle Investor interview features Kevin Bambrough, an investment professional specializing in natural resources and commodities. The conversation centers around Bambrough's contrarian investment strategies, as detailed in his book, "The Energetic Investor," which integrates mind-body wellness with investment approaches. The interview also explores current macroeconomic signals impacting commodity markets, focusing particularly on uranium.

Key Takeaways

• Contrarian Investing Defined: Bambrough clarifies that contrarian investing isn't simply opposing trends but identifying and entering promising, emerging trends early. He likens this to predicting a song's popularity before it becomes mainstream.
• Macroeconomic Signals & Commodity Opportunities: Bambrough emphasizes analyzing macroeconomic factors before selecting specific commodities. He highlights the potential for growth in several sectors, including those involving lesser-known minor metals.
• Uranium Market Outlook: While maintaining a long-term bullish view on uranium due to growing energy demands, Bambrough anticipates a potential short-term price correction before further upward movement. He points to the impact of Sprat's physical uranium ETF on market dynamics.
• Navigating Sector Hype: Bambrough advises caution regarding speculative bubbles and overvalued junior companies, emphasizing the importance of understanding the long-term prospects and potential supply responses. He advocates for a diversified approach and taking profits early to reduce risks.
• The Energetic Investor: Bambrough's book offers a unique approach, blending biopsychology and investment strategies to cultivate disciplined and successful investing habits.