Kitco NEWS | AI, Power Grids, and Lithium’s Big Comeback: What Investors Should Focus on - Bill Baruch @kitco | Uploaded October 2024 | Updated October 2024, 4 hours ago.
Jeremy Szafron, Anchor at Kitco News, interviews Bill Baruch, founder and president of Blue Line Futures, discussing the evolving energy and commodities markets. They explore the rising role of nuclear energy in meeting power demands from AI and data centers, driven by significant investments from Amazon and Google in small modular reactors. Baruch also offers insights into the recovering lithium market, with major developments like General Motors’ $625 million investment in a Nevada mining project, signaling renewed demand. The conversation touches on how these trends in lithium and nuclear energy could influence investor strategies in sectors like EVs, tech, and commodities, emphasizing where opportunities might lie in a shifting landscape.
Follow Jeremy Szafron on X: @JeremySzafron (twitter.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (twitter.com/kitconewsnow)
Follow Bill Baruch on X: @bill_baruch (twitter.com/bill_baruch)
00:00 - Introduction
01:30 - Amazon & Google’s Nuclear Energy Investments
02:46 - Lithium Market Comeback
04:20 - Precious Metals Market: Gold & Silver
05:53 - Bill’s Take on Earnings Season
07:15 - AI & Power Demands Impact
08:45 - ASML’s Earnings Miss and Impact on Tech
10:23 - China’s Influence on Commodity Markets
12:12 - Uranium & Nuclear Energy Opportunities
14:00 - Gold: A Generational Breakout?
16:38 - Lithium’s Role in the Energy Transition
#AI #Lithium #NuclearEnergy #CleanEnergy #TechStocks #EVMarket #EnergyTransition #PreciousMetals #Gold #Silver #Uranium #MiningStocks #Investing #StockMarket #Commodities #ElectricVehicles #AIRevolution #TechInvesting #SustainableEnergy #BillBaruch #MarketAnalysis #MarketUpdate #KitcoNews #FutureOfEnergy #BatteryTech #AIandTech #InvestmentStrategies #EnergyBoom #LithiumVsNuclear
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Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
Jeremy Szafron, Anchor at Kitco News, interviews Bill Baruch, founder and president of Blue Line Futures, discussing the evolving energy and commodities markets. They explore the rising role of nuclear energy in meeting power demands from AI and data centers, driven by significant investments from Amazon and Google in small modular reactors. Baruch also offers insights into the recovering lithium market, with major developments like General Motors’ $625 million investment in a Nevada mining project, signaling renewed demand. The conversation touches on how these trends in lithium and nuclear energy could influence investor strategies in sectors like EVs, tech, and commodities, emphasizing where opportunities might lie in a shifting landscape.
Follow Jeremy Szafron on X: @JeremySzafron (twitter.com/JeremySzafron)
Follow Kitco News on X: @KitcoNewsNOW (twitter.com/kitconewsnow)
Follow Bill Baruch on X: @bill_baruch (twitter.com/bill_baruch)
00:00 - Introduction
01:30 - Amazon & Google’s Nuclear Energy Investments
02:46 - Lithium Market Comeback
04:20 - Precious Metals Market: Gold & Silver
05:53 - Bill’s Take on Earnings Season
07:15 - AI & Power Demands Impact
08:45 - ASML’s Earnings Miss and Impact on Tech
10:23 - China’s Influence on Commodity Markets
12:12 - Uranium & Nuclear Energy Opportunities
14:00 - Gold: A Generational Breakout?
16:38 - Lithium’s Role in the Energy Transition
#AI #Lithium #NuclearEnergy #CleanEnergy #TechStocks #EVMarket #EnergyTransition #PreciousMetals #Gold #Silver #Uranium #MiningStocks #Investing #StockMarket #Commodities #ElectricVehicles #AIRevolution #TechInvesting #SustainableEnergy #BillBaruch #MarketAnalysis #MarketUpdate #KitcoNews #FutureOfEnergy #BatteryTech #AIandTech #InvestmentStrategies #EnergyBoom #LithiumVsNuclear
__________________________________________________________________
Kitco News is the gold standard in precious metals, commodities, cryptocurrencies, mining, and financial news.
SUBSCRIBE to our channel to stay up to date on the latest market and industry news.
For breaking news, views, charts, and data on precious metals, cryptocurrencies, and financial markets - visit us at kitco.com
To get market updates on the go, download the Kitco Gold Live! APP - applications.kitco.com
Stay connected:
Twitter - twitter.com/kitconewsnow
Instagram - instagram.com/kitconews
Facebook - facebook.com/KitcoNews
LinkedIn - linkedin.com/company/kitconews
StockTwits - stocktwits.com/kitconews
Live gold price and chart: kitco.com/gold-price-today-usa
Live silver price and chart: kitco.com/Silver-price-today-USA
Live crypto market data: kitco.com/price/crypto
Learn more about Kitco News: kitco.com/news/about
For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: kitco.com/advertising
Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.
