I recorded this interview with David Lin back in December, so it's not exactly fresh, but the holiday season was relatively quiet, so my outlook hasn't changed. And David is a good interviewer who responds intelligently to what I say, so it's always a fun conversation.

 

 

Timestamps:

00:00 - Intro
01:24 - FOMC and inflation
07:00 - Economic outlook
11:38 - Sticky inflation is global phenomenon
16:17 - Government shutdown
18:08 - Hard vs. Soft landing
22:14 - Copper
34:00 - Gold
39:55 - Uranium