With the COVID-19 lockdowns just beginning to ease, the economic devastation continues piling up around the world. But Wall Street is rallying on optimism and big money bazookas while Main Street groans under the burden. That makes it very dangerous to try to predict what happens next for stocks in general. It is, however, very bullish for gold. The situation has also created a supply disruption in uranium, which is still essential and irreplaceable. Recent hype in the headlines about rare earths, on the other hand, may not signal the opportunity for investors that many think it does. This and more in this fast-paced conversation with Howe Street's Jim Goddard.