Q&A Part 2 - Gold, Bitcoin, Silver, Solar and Nuclear

Thanks to Uranium Investor for the superb and in depth questions!

Today’s post is part 2 of a 2-part series with

Uranium investor

. This part will look at gold, bitcoin, solar, nuclear and energy in general.

NB - This was written on Wednesday 11th June 2025

If you have not yet read or listened to part 1 then you can do so by clicking on the image below.

Part 1 looked at the Silver Bull thesis and incorporated elements (pun intentional) about industrial demand, retail demand, solar panels and overall thoughts with regards to silver.

Just a reminder that the content is a mixture of audio and written.

Uranium investor

asked some superb questions, and it seemed best to answer them in primarily an audio format in order to deliver the most value possible.

NB - None of this is to be constituted as financial advice or a financial recommendation. This has been produced for educational purposes only.

1 - What are your thoughts on the "big, beautiful bill"? Is Trump right about the tax cuts making up for the lost tax revenue with increased economic growth and increased tax revenues indirectly?

Unfortunately, the ‘Big, Beautiful Bill’ is just another way to allow the current financial game to continue.

More spending = more currency printing

More currency printing = more inflation

More inflation = better for commodities as this will help to further devalue the currencies.

I understand that he wants to bring manufacturing ‘back home’ and wants to make America great again. His theory is probably correct and lost tax revenue could be offset with increased economic growth and increased indirect tax revenues.

This will take time. This is also probably why Trump and the current administration need a good economy. A good economy gives a better chance of keeping the house and senate in the mid-terms. This would then give the Republicans a very good chance at retaining the presidency in 2028.

This would then in turn provide some sort of political stability in the USA and would allow the Republicans to hopefully push on and provide credence to this theory.

Overall, Trump is likely correct but the way in which he has gone about it is unorthodox.

2 - What do you think about tariffs such as on Chinese solar panels and Chinese EV's? Do you think this is a good idea in general? How much of an impact will it have if it stays? Do you think it will stay?

The tariffs are all part of Trumps idea to bring manufacturing back to the USA and to raise some extra revenue in doing so.

The USA has an abundance of natural resources (or at least easy access to resources in Canada + Mexico) and thus is in a good position. From an energy perspective, nuclear is much more powerful than solar and so tariffs on Chinese solar panels really should not have an impact on the USA as they should really be focusing their energy attention on nuclear and natural gas to nuclear.

The USA also has an abundance of Natural Gas at present and this is helping to provide relatively inexpensive energy - especially in comparison to the UK and EU.

We saw that the tariffs and all of the uncertainty around them meant that the major indices (S&P 500, Dow Jones, FTSE 100 et al) go into freefall. A near perfect V shaped recovery has happened since the lows on Monday 7th April 2025.

This indicates that someone must have had a word with Trump in order to get him to realise that what he was doing was not sustainable. We covered the importance of a good-looking stock market in the answer to question 1.

I think that the tariffs will stay. It is clear what the current administration wants to achieve. It will just take time for that to happen.

I don’t think tariffs are historically the right thing to do but that’s just a personal opinion.

3 - What do you think about silver relative to other investments such as gold or bitcoin?

In Gold We Trust Report (the graph below comes from page 380 of the full report)

GSR + Potential arbitrage play

A look at the gold to silver ratio on Bullion by Post

4 - Might the nuclear renaissance slow down solar demand?

5 - What are your thoughts on solar energy and the future of solar energy? How will this affect uranium in your opinion?

6 - Is there anything else you would like to say?

Despite the plethora of news and information out there, it is important that you have a plan in place.

Know your reasons why.

Have goals.

Protect yourself and your family.

Understand that there are boundless opportunities out there at the moment.

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