I wasn't informed when this interview I did at the Rule Symposium was posted, so it's a bit dated, but the main points still hold...

Timestamps:

00:05 - Selling Gold, Holding Cash, Waiting
03:14 - Price vs. Value in Precious Metals
06:16 - Uranium Opportunity & Gold's Drawdowns
09:09 - Gold: Safe Haven in Chaos
12:00 - Eager to Buy: Oil's Round Trip
15:00 - Copper's Rise and AI's Influence
17:11 - Honest Thoughts, No Yes-Men