Soar Financially, Released on 8/17/25 (Recorded on 8/13/25)

Contrarian investor Trader Ferg joins Kai Hoffmann to reveal where the hidden opportunities lie in today’s commodity markets. While most investors focus on the S&P 500 or gold, Ferg explains why platinum, rhodium, uranium, coal, and oil could deliver outsized returns in the years ahead. We cover his contrarian philosophy, how to spot inflection points, the platinum-rhodium connection, frustrations in uranium, the future of coal and oil under failed net-zero policies, and his boldest predictions for 2025.

Timestamps & Chapters: (AI generated)
01:08 Contrarian Investing Philosophy
03:06 Platinum Example & Timing Cycles
06:00 Net Zero Failure & Energy Reality
09:20 Coal Demand vs Forecasts
13:00 Platinum & Rhodium Breakout Case
17:15 Rhodium as a Byproduct Play
19:30 Uranium’s Frustrating Setup
23:00 Utilities, Spot Market & Hidden Supply
26:00 Legit Uranium Producers vs Dreamers
28:30 Boldest Predictions for 2025
33:10 Final Thoughts & Wrap-Up

Fergus Cullen, better known as Trader Ferg on Twitter, is a well-known trader and investor who has the knack of finding multi-baggers. Ferg was an asset manager in Australia, before meeting his mentor who inspired him to get into trading. This set Ferg on a path of quitting his job before he was 30, managing other people’s money for a few years, to finally managing his own finances (on a beach in Bali). He is also the publish of the Trader Ferg Substack.

  commodities, fergus cullen, gold, investing, trader ferg, trading, uranium