In this discussion with Albert Lu, I discuss where investors can find extremely good value now and how to think clearly during periods of market confusion.

The conversation examines gold, resource stocks, market fear, value investing, and the importance of independent judgment. Good value is rarely found where crowds are comfortable. It appears when investors are fearful, distracted, or unable to distinguish real opportunity from temporary uncertainty.

Watch the full discussion below:

Key Takeaways

• Why extremely good value can appear during periods of fear and uncertainty
• How investors should think about gold, resource stocks, and market dislocation
• Why independent judgment matters more than following popular narratives
• The importance of distinguishing real value from cheap but weak assets
• How patience, discipline, and clear thinking help investors act when others hesitate