War and saber-rattling worry investors about the uranium market, but the fundamentals and the price action are very bullish. More broadly, the UK's "Lehman moment" demonstrated the "dollar milkshake" mechanism with a vengeance. This is the main driver for all commodities today. I was very pleased Cassandra asked about nickel because there's a lot of misinformation about this. But of course, she asked me about gold (is anything wrong?) and Darth Silver's latest thoughts. This short interview covers a lot of ground fast, well worth a listen.