Hot off the presses; David Lin recorded this interview with me just a couple hours ago. Great questions, as always, and hopefully useful guidance as a result.
 

Timestamps:

00:00 - Intro.
00:58 - Inflation and the Fed
09:27 - Is a 2022-Style Selloff Coming?
12:23 - Gold
21:25 - Why Lobo Sold His Gold and Silver Stocks
33:52 - Copper Diverges From Gold
40:11 - Uranium and the Future of Energy
44:31 - The Most Bullish Commodity Now