Here at the Prospectors and Developers Association of Canada (PDAC) annual convention, INN's Charlotte McLeod had to ask me about gold breaking out to fresh (nominal) all-time highs. But she also held me to task for saying that uranium was establishing a floor around $100—just before breaking below that level. Both are important developments we can profit from, as this interview explains.

Timestamps:

00:00 - Intro
00:24 - Investor sentiment at PDAC
01:26 - Gold's new nominal high
07:22 - When will gold stocks move?
10:52 - Gold miners' performance
14:00 - Uranium back on the table
18:59 - Cameco and contracting
23:51 - What to watch next
25:11 - Outro