Andrew O’Donnell, founder of the Market Mindset, discussed the sectors he’s bullish on in 2025, mentioning gold and silver, as well as uranium. He also shared his thoughts on what it will take to bring generalist investors back into the mining sector.
For O’Donnell, cryptocurrency enthusiasm makes it clear that people are willing to put money into high-risk, high-reward sectors — the question is how the resource industry can attract more of this capital.
For the time being, O’Donnell believes it’s important for investors to be selective.
‘I think this year could be a very pivotal year — I’m very optimistic that it will be,’ he said.
‘I don’t think we’ll see the ‘all ships will sail’ kind of idea that we’ve seen in the past from juniors. But there are so many, and so many qualified projects that should be doing so much better than they are, and that should give people some hope.’
Watch the interview above for more of his thoughts on the topics mentioned above.
Securities Disclosure: I, Charlotte McLeod, hold no direct investment interest in any company mentioned in this article.