{"id":14460,"date":"2025-01-30T06:53:03","date_gmt":"2025-01-30T06:53:03","guid":{"rendered":"https:\/\/businesstriumphs.com\/index.php\/2025\/01\/30\/grant-williams-market-turbulence-ahead-but-resource-space-presents-tremendous-opportunities\/"},"modified":"2025-01-30T06:53:03","modified_gmt":"2025-01-30T06:53:03","slug":"grant-williams-market-turbulence-ahead-but-resource-space-presents-tremendous-opportunities","status":"publish","type":"post","link":"https:\/\/businesstriumphs.com\/index.php\/2025\/01\/30\/grant-williams-market-turbulence-ahead-but-resource-space-presents-tremendous-opportunities\/","title":{"rendered":"Grant Williams: Market Turbulence Ahead, but Resource Space Presents \u201cTremendous Opportunities\u201d"},"content":{"rendered":"<\/p>\n

During a fireside chat at the Vancouver Resource Investment Conference (VRIC), Grant <\/strong>Williams, author at Things That Make You Go Hmmm, discussed the accelerated rate at which markets and the world are changing.<\/strong><\/p>\n

\u201cI think the world is changing, literally by the day now. (The) speed is picking up pace, and we all need to be aware of that,\u2019 he told moderator Jesse Day, host of Commodity Culture, at the event.<\/p>\n

\u201cWe\u2019ve had this incredible half a century, really, of real stability and rising markets \u2014 bond markets, equity markets, everything except commodities, pretty much. But we\u2019ve had this incredibly stable time, and it feels to all of us like things are becoming more unstable \u2026 what we\u2019re seeing now is a real acceleration,\u2019 Williams continued. <\/p>\n

He went on to note that the current economic instability is the culmination of long-term cycles that are beyond the control of political leaders. Williams added that policymakers have missed the chance to address fiscal and debt issues, and as these challenges become mainstream, public awareness and tension will grow.<\/p>\n

Preparation and understanding will be key for navigating this unpredictable era.<\/p>\n

\n

\u2014 Resource Investing (@INN_Resource) January 19, 2025<\/p>\n<\/div>\n

\n

Where do the opportunities lie? <\/h3>\n

Although the picture may be bleak, Williams was quick to point to where investors may take advantage.<\/p>\n

\u201cIt\u2019s important to understand there is always opportunity. That no matter how bad things are, there is always opportunity,\u2019 he emphasized. To best take advantage of what the current market has to offer, Williams emphasized to VRIC attendees that it is okay to have two investment strategies at work.<\/p>\n

\u201cIt\u2019s okay to have two different goals. It\u2019s okay to say, \u2018For the bulk of my assets I want to protect my purchasing power, but with 10 percent of it, I want to swing through the fences,\u2019\u2019 he explained. <\/p>\n

\u201c\u2019I want to find some junior mining companies that I think could go up 10x.\u2019 It\u2019s perfectly fine to think that way and try and hold those two things at the same time, as long as you\u2019re disciplined about it.\u201d<\/p>\n

He went on to add that there are \u201ctremendous opportunities in the resource space.\u201d<\/p>\n

Due diligence is likely to be the factor that allows one investor\u2019s portfolio to outshine another. <\/p>\n

Speaking about the more than 145 mining and resource companies showcased at VRIC, Williams noted that some \u201cperform incredibly well, while others do not.\u2019 <\/p>\n

\u201cThat could be down to the strike of a politician\u2019s plan confiscating assets (like) we saw in Mali last week. It could be a mine collapse,\u2019 he said in reference to Barrick Gold\u2019s (TSX:ABX,NYSE:GOLD) recent issues. (It) could be all kinds of things that have stopped these companies from performing well, but having the right management in place and understanding their goals and understanding their experience and their competencies, for me is the first place I start.\u2019 <\/p>\n

A strong, well-versed management is often the ultimate barometer of the viability of a project.<\/p>\n

\u201cIf I don\u2019t like the management, I don\u2019t care how good the asset looks, or how good the drilling results are, I\u2019m not (putting) money with people that I don\u2019t trust,\u201d he said.<\/p>\n<\/div>\n

\n

Bullish on gold and uranium in 2025 <\/h3>\n

The conversation then turned to the commodities sector and which metals and minerals are poised to rise.<\/p>\n

Williams acknowledged the strong performance gold exhibited in 2024, starting the year at US$2,050 per ounce and adding 28 percent to close the year at US$2,625 \u2014 and registering fresh all-time highs along the way.<\/p>\n

\u2018I think we\u2019re on the cusp of a very strong bull market, I really do believe that,\u201d Williams told the crowd, noting that he has been bullish on gold for two decades, but this time feels different.<\/p>\n

\u201cI\u2019ve expected fireworks. I\u2019ve expected kind of a steady appreciation. I\u2019ve expected things to go sideways. It hasn\u2019t really bothered me whether it\u2019s going to be a raging bull market. When I feel like we\u2019re approaching that point, I\u2019ll put more money to work. I feel like we\u2019re at one of those moments now,\u201d he added.<\/p>\n

Looking to energy, Williams noted the opportunity in the uranium market. <\/p>\n

The energy metal, which has seen a resurgence in interest over the last five years, has added 186 percent to its value since 2020, rising from US$25 per pound to US$71.66 by the end of 2024.<\/p>\n

\u201cThe setup for the uranium market is terrific,\u201d said Williams. He outlined dynamics in the energy market, including the new Trump administration in the US and changing attitudes toward ESG as growth catalysts for the space. <\/p>\n

He also referenced Germany, which chose to shutter its nuclear reactors following the Fukushima disaster. After closing its last nuclear reactor in 2023, the country\u2019s economy went into \u201cfreefall\u201d because its energy costs grew exorbitantly.<\/p>\n

\u201cThey\u2019re relying on Russian gas,\u201d he said. \u201cThey\u2019re relying on French nuclear technology to import electricity. It\u2019s crazy.\u201d<\/p>\n

As one of the few issues to garner bipartisan support, Williams sees tailwinds ahead for the uranium sector.<\/p>\n

\u201cNuclear is going to be something that once people get over the fear they have of Chernobyl, and Three Mile Island and all these nuclear catastrophes that happen throughout time \u2014 people are going to realize that it is the cleanest, the safest and greenest energy you can have. And nuclear, I think, has a big future,\u201d he said.<\/p>\n<\/div>\n

Stay tuned for more coverage of VRIC, including video interviews with many of the experts who attended. <\/p>\n

Securities Disclosure: I, Georgia Williams, hold no direct investment interest in any company mentioned in this article.<\/strong><\/p>\n<\/p>\n

This post appeared first on investingnews.com<\/div>\n","protected":false},"excerpt":{"rendered":"

During a fireside chat at the Vancouver Resource Investment Conference (VRIC), Grant Williams, author at Things That Make You Go Hmmm, discussed the accelerated rate at which markets and the world are changing. \u201cI think the world is changing, literally by the day now. (The) speed is picking up pace, and we all need to […]<\/p>\n","protected":false},"author":0,"featured_media":14461,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-14460","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing"],"_links":{"self":[{"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/posts\/14460","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/comments?post=14460"}],"version-history":[{"count":0,"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/posts\/14460\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/media\/14461"}],"wp:attachment":[{"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/media?parent=14460"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/categories?post=14460"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/businesstriumphs.com\/index.php\/wp-json\/wp\/v2\/tags?post=14460"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}