Metals and Miners' Gary Bohm and I had an extensive interview covering most of my outlook for commodities, but especially focused on the two yellow metals: uranium and gold. This segment, Part 1, focuses on uranium. Being The Independent Speculator, I had famously—or infamously, according to some—called a market correction late last year when the market was going vertical and some investors exhibiting irrational exuberance. Gary wanted to know if, now that the correction is here, I'm still bullish. What ensued was a deeper-than-usual dive into why my answer is yes.