AuAg Live #11 with Eric Strand & Christopher Svensson

Investors, followers, and other interested parties will have the opportunity to ask questions directly to Eric during the live stream, which will be hosted on AuAg Funds' YouTube channel: @auagfunds.

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Disclaimer:
This video should not be considered as investment advice. Please remember that the value of your investment may go down as well as up, and past performance is no indication of future performance.

The revival of uranium - part one

In this episode of the Swedish investing podcast **ML Börspodd**, AuAg Funds founder and portfolio manager Eric Strand returns for a second conversation, this time focused on the macroeconomic and geopolitical backdrop for precious metals. 

The discussion looks at how government deficits, monetary policy and the distinction between cost-push and demand-driven inflation shape the outlook for gold and the US dollar. Eric also shares his perspective on silver's industrial demand, the role mining equities can play within a diversified portfolio, and why copper and uranium feature in the wider commodities conversation. 

**Valuable Insights:**

- Cost-push inflation driven by higher oil prices does not respond to rate hikes the way demand-driven inflation does, which limits the Fed's usual toolkit.
- Gold's deep liquidity and lack of counterparty risk are why central banks stay net buyers even while some sell reserves to defend their currencies.
- In most industrial uses silver is a small but critical input, so end-product demand is relatively insensitive to the silver price.

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[You can also find the podcast on Spotify](https://open.spotify.com/episode/33A5oW5PxnSHv9ta5s6V61?si=vthoK4j-S8OKHyj0I_R8PA&utm_source=copy-link&nd=1&dlsi=fd0b3db8334940f6)

Eric Strand – Silver, Record Margins & Investment Opportunities

Precious metal funds surged in November 2025, while a newly launched defense fund landed at the bottom. Discover the month’s best and worst-performing funds.

Morningstar | The best and worst funds in November 2025

AuAg Live #11 with Eric Strand & Christopher Svensson

AuAg Critical Insights | The revival of uranium - part one

ML Börspodd | Eric Strand – Silver, Record Margins & Investment Opportunities

AuAg Live #11 with Eric Strand & Christopher Svensson

AuAg Critical Insights | The revival of uranium - part one

ML Börspodd | Eric Strand – Silver, Record Margins & Investment Opportunities