This is my first appearance on David Lin's new show. It's been a while, so he took the time to go into greater depth than we used to do when he was with Kitco. We talked about my favorite metals for speculation this year: gold, silver, and uranium. But we also talked about much more. It was a fun, and, I hope, useful conversation for resource speculators today.
0:00 - Intro
1:24 - Fed is breaking the real economy
8:30 - Are we in a recession already?
13:00 - Commercial real estate
15:00 - Advent of AI
21:26 - Bank of Canada rate hike
24:20 - Inflation and monetary policy
29:10 - Inflation outlook
35:40 - Stock market
43:20 - Gold
44:48 - Comparison to the 1970s
46:10 - Oil
49:40 - Bitcoin and crypto