Last week's gold and silver meltdown had paused by the time Metals and Miners' Gary Bohm interviewed me to get my take. Nobody wants to hear from the voice of reason when the party is on and prices are soaring vertically... but it's more welcome when prices plunge and panic sets in. Key point: the panic is just as unhelpful as the euphoria.

Timestamps:

00:00 - Intro
04:14 - Nothing Shocking Has Happened Yet
06:43 - Base Case
10:06 - Sentiment Reset, Bargains Ahead
13:01 - Timing of Slam vs Policy
14:58 - Kevin Warsh Nomination: Hawk or Illusion?
18:03 - No Choice But Fiscal Dominance
23:49 - Volatility from White House Uncertainty
25:28 - Uncharted Waters: Different Cycle
33:00 - Spectacular Quarter Ahead, But Volatility Rules
37:23 - Stock Market Crash Fears
40:41 - Copper Demand in Growing Economy
42:37 - Uranium Triple Digits, Military Demand
49:15 - Demand Growth Trumps Deficits
53:42 - Bullish on Uranium Long-Term
55:10 - Higher Oil No Threat to Miners