Commodity Culture's Jesse Day caught up with me and asked for my latest thoughts on metals, mining stocks, other commodities, and the economic context driving resource speculations today. I remain focused on the two yellow metals—gold and uranium—but we talked about silver and other things as well. However, since Jesse's goal is to educate investors, we also got into some "how to" ideas I hope you'll find valuable.

 

 

Timestamps:

00:00 — Introduction
01:34 — The Fed Contradicts Itself
06:18 — Easy Money Policy and Higher Gold Prices
14:49 — Uranium and Gold is a Win-Win
21:50 — Niger: Uninvestible or Buying Opportunity?
27:14 — Outlook On Silver
36:28 — Other Assets of Interest
40:13 — The Importance of Being a Skeptic