Metals and Miners Deep Dive, Part 2: Gold & More

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 2, focuses on gold. That requires going over the macro setting, which has implications for other commodities and investments. (There is a bit more on nuclear energy, which I supposed was included at the beginning here to keep these two segments roughly equal in size--for the rest of my take on uranium, please see Part 1.)