CPI and Fed Day Investment Implications

David Lin rang me up to talk about what happened this Fed Day, which happened to also be CPI Day in the US, and the implications for investors. We spent more time on the macro than usual for me, but that's not a bad thing for those who already know which commodities I'm looking to speculate on in the near term (gold, silver, and uranium). The best part may be that David was feeling a bit feisty, so he pushed back against some of my outlook and explanations. This made for a lively and fun exchange—more informative than the typical pundit monologue.