What Gordon Johnson is saying
Founder & CEO, GLJ Research
3 dated public stances tracked since 2024-11-19, most recently 2024-11-23. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Gordon Johnson's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Gordon Johnson is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Returns 90d -6.5% (n=6) · 180d -3.9% (n=6) · 1y +28.3% (n=6)
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2024-11-23
URANIUM
bullish
Wealthion · video
A structural 40M lb/yr supply deficit is widening as Russia restricts exports, Australia limits mining despite holding 33% of global reserves, and Kazatomprom has committed more than half its supply to China, while AI-driven nuclear demand adds a secular…
“uranium appears to be a Bull story for at least the next decade”
90d -16.5% · 180d -8.7% · 1y +38.7%
Market Recap: Crypto | Exponential Age | Recession 2025 | Uranium | Tax Strategies
2024-11-19
CCJ
bullish
Wealthion · video
Cameco benefits from uranium supply constraints globally; GLJ recommended at $11 with the stock now at $53 and still sees significantly higher prices ahead despite near-term sell-the-news risk
“we told people to buy it at 11 it's at 53 today”
90d -16.5% · 180d -10.8% · 1y +50.3%
Why Inflation Will Surge Again & Recession Is Near | Gordon Johnson
2024-11-19
GOLD
bullish
Wealthion · video
Fed monetary expansion with M2 velocity returning positive will reignite inflation, making hard assets the primary wealth-preservation vehicle as purchasing power erodes
“be bullish on hard Commodities be it oil gold silver Palladium Etc because when inflation surges those hard Commodities tend to do well”
90d +11.3% · 180d +22.5% · 1y +54.1%
Why Inflation Will Surge Again & Recession Is Near | Gordon Johnson
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