My first interview with Kitco's Michelle Makori, who asked some excellent questions on matters of concern to all investors and speculators today (not that there's much difference in the post-Lehman financial world). We started with inflation, deflation, and stagflation, then discussed what the unravelling of the "transitory" yarn looks like for gold and silver. We then got into the nature and outlook for the commodities super-cycle, and how my view of it is different from what you hear on the MSM. We then drilled down into oil, which is not cheap, but is facing renewed attacks on supply. Next was uranium, then copper, then gold and silver, including my thoughts on silver's changing role in the markets. On watching the recording, I note that several times Michelle followed up on my favorite soundbites by asking about implications, making me pause and think. That's a good thing, and I hope you find value in the result.