David Lin interviewed me at the Vancouver Resource Investment Conference last week. We talked about gold and uranium, my two favorite metals this year, as well as why I'm not putting more money into play on copper and other industrial metals, of course. But David also asked me about the big macro trends generating buzz at the conference, and I think my answer surprised him...

Timestamps:

00:00 - Intro
01:30 - Recession and markets
12:33 - Copper
14:17 - Uranium
24:20 - Gold