SF Interview: The Looming Recession and What I'm Buying Now

Soar Financial's Kai Hoffmann interviewed me at last week's New Orleans Investment conference for a quick update on my take on the latest shenanigans in the global economy and resource investment. We started with high inflation, rising interest rates, and the mainstream catching on that TINA (there is no alternative) has left the ballroom. We covered my "wrong trousers" thesis on the DXY and gold, and how the "dollar milkshake" mechanism is reversible, of course. Kai asked about my talk at the show, which was intended to be a reality check, going over my Darth Silver thesis, my debunking of the nickel shortage hype, and what my highest-confidence trade is for the near term...