David Lin interviewed me on Fed Day, just after Powell's press conference. Powell's performance was calm and measured as usual, but he did drop some bombshells, if you think about what he said: the Fed's outlook is turning stagflationary, and the  FOMC doesn't know what to do. Of course, we also talked about gold, silver, copper, and uranium—bases of my favorite resource speculations today.

 

 

Timestamps:

00:00 - FOMC reaction
13:39 - Gold price action
21:24 - Trump and the Fed
26:00 - How many rate cuts left?
35:33 - Gold and silver price forecast
40:48 - Israel-Iran and markets
43:05 - Gold vs miners
45:45 - How to pick mining companies
49:10 - Uranium