Craig Hemke: Nuclear War, Inflation, Lithium, Copper, Gold

The Deep Dive, Released on 2/22/23 (Recorded on 2/21/23)

Back on the Daily Dive today is Craig Hemke, founder of the TF Metals Report. Craig joins us this afternoon to share his insights on metals, particularly copper, silver, lithium, and gold, in relation to the broader market. Craig also gives us his take on current geopolitical events and the suspected impact they will have on the markets.

00:00 Introduction
00:30 Russia’s suspension of the New START nuclear treaty
02:10 Nord Stream findings
04:14 Impact of geopolitical tensions on the broader market
07:19 Where are we in the inflation battle?
10:37 Ohio train derailment
12:54 Mexico’s move to nationalize lithium
14:48 Impact of CATL’s discounts on lithium prices
17:02 Key drivers for copper prices
19:28 Gold price outlook for 2023

Known primarily by his nickname “Turd Ferguson,” Craig Hemke is the founder and editor of the popular TF Metals Report blog and podcast, covering precious metals, the financial markets, and greater economic trends.

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