Peter Grandich wanted to get my latest take on uranium, which had been my highest-conviction trade for 2023, and gold, which has been my highest-conviction trade for 2024... until recently. After addressing the push-back both Peter and I got for taking some profits on uranium, we got into why my outlook has changed. A key point is that I see speculating on the "two yellow metals," gold and uranium, as a self-hedging bet for 2024.