Liberty and Finance's Elijah K. Johnson followed up on my Vancouver Resource Investment Conference talk to ask me what's happening now—what the data we depend on says now—that I'm willing to speculate on. That took us right to this week's US CPI and retail sales reports for the macro, and gold, silver, and uranium for the specifics. Plus a look forwards to when I might buy into more industrial metals plays, like copper—but not platinum...

00:00 — Intro
02:40 — Gold, silver & uranium
13:40 — Mining stocks
17:06 — Platinum
20:30 — Central banks & gold
25:17 — Recession
29:51 — Independent speculator