Kitco’s David Lin asked me some very sharp questions about my research into the prices of gold and silver in real terms. This requires adjusting for inflation, as we do when looking at any other financial matter over time. And that requires looking at inflation not just as the government reports it now, but using more realistic measures as previously reported, for comparison. David also asked me what else I might see as a more contrarian opportunity these days, so of course I made a brief case for uranium. This was a cogent, fast-paced conversation, which I highly recommend to all.
Ed. Note: Apparently, Corvus Gold is sponsoring Kitco News, so there are Corvus signs on prominent display in the background of this interview. For the record, I am not sponsored by Corvus, I do not receive any pay from Corvus (or any of the companies I cover), and I do not endorse the company or recommend the stock. (This should not be interpreted as a negative comment either.)
