This Kitco interview was recorded before Friday's big fluctuation (not to mention Sunday night's) but neither of those changes the context for gold--or uranium, which is having a better year. My comments on gold may now seem dated. But since I believe what I said, I took Friday as a buying opportunity in the gold and silver space. It looks like I may have another chance to go Shopping on Monday. Why? This conversation will tell you. As for uranium, that remains a "when not if" question without regard to what CPI number comes out this week, or what "transitory" ends up meaning.