Jayant Bhandari, a private strategic resource investor that consults many high-net-worth investors, joins me to share his takeaways on the economic health of China, US and China trade relations, his outlook on copper demand and gold demand, and opportunities he sees in handful of junior resource stocks.

We start off in a general discussion about the economic health in China, since he is traveling there for a couple of months at present and have frequently traveled there for stretches of time over many years.  This leads into discussions about all the recent news on US/China trade relations, tariffs, and manufacturing.

The focus then shifts to the importance of China to the whole commodities sector, since they also have most of the processing and manufacturing capacity on a global scale.  We get Jayant’s outlook on both gold and copper demand, why he remains quite bullish on gold, but is less certain of the future demand from China as it relates to copper.

The balance of the discussion focuses in on value arbitrage setups and opportunities in a number of resource stocks he holds in his own portfolio.  Companies that we review are:  Integra Resources Corp. (TSXV: ITR) (NYSE American: ITRG), NexGold Mining Corp. (TSXV: NEXG; OTCQX: NXGCF), the merger of Quebec Precious Metals Corporation (TSXV:QPM) with Fury Gold Mines Ltd (TSX: FURY)(NYSE American: FURY), Group Eleven Resources Corp. (TSXV: ZNG) (OTC Pink: GRLVF), and Aztec Minerals Corp. (TSX-V: AZT), (OTCQB: AZZTF).

Coming full circle in this discussion, we highlight the mad rush into many niche critical minerals like tungsten, antimony, geranium, and rare earths due to the export restrictions from China of these metals into the US.

Wrapping up, Jayant shares more information about why listeners may want to attend his Capitalism and Morality conference on August 22-23 this year in Vancouver.  KER listeners get a coupon code for 10% off admission.*

https://jayantbhandari.com/capitalism-morality-2025/