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Don't Count Out GOLD and SILVER, Long Term Trend 'Extremely Constructive': Sheldon Inwentash

Commodity Culture Apr 8, 2026

Summary

Sheldon Inwentash maintains a highly bullish long-term outlook on gold and silver, citing extremely constructive trends and geopolitical catalysts like Iran tensions.

The discussion highlights significant opportunities in uranium and copper, driven by structural supply deficits and increasing demand from the energy transition.

Inwentash argues commodities are positioned for a major breakout by 2026, favoring select miners despite broader jurisdictional and geopolitical risks.