Jamie discusses how the commodity space has grown and changed over his career. The sector is steadily advancing and beginning to take advantage of machine learning and automation. Also, the financing of projects now requires a lot more due diligence as sophisticated investors and streaming companies require it. All of these changes are making the sector very exciting.
He feels we are in a new bull market and is curious where the market will head given the upcoming elections and geopolitical risks.
Time Stamp References:0:40 - Early career and industry change.4:00 - Market cycles and funding.6:00 - Bull market and investor interest.8:40 - Uranium market compared to gold.12:00 - Research, financing and doing due diligence.