I just had a great conversation with David Lin about the Trump 2.0 era's impact on gold, silver, copper, uranium, and other minerals. We started with the state of the broader equities markets, but spent most of our time on gold—just before it hit a fresh all-time high. I'm sure glad I've remained bullish this year, rather than calling for correction.

Timestamps:

00:00 - Intro
01:29 - Wall Street complacency
03:56 - India tariffs and economic consequences
08:18 - Fed’s limited tools for stagflation
15:34 - Ray Dalio on potential return to gold standard
23:22 - Gold-to-Oil ratio as recession indicator
25:53 - Gold investment thesis at $3,400 levels
31:31 - Silver vs. Gold: monetary vs. Industrial metals
37:46 - Copper market analysis
40:21 - Top commodity pick