David Rosenberg is bullish for the long term when it comes to the gold market and he argues that while gold used to correlate with commodities, it is now diverging into a category of its own: money with no counterparty risk. David also discusses the Fed's next move, finding sanity in an insane market, and gives his outlook on the broad commodities market, uranium, energy, and much more.
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00:00 Introduction
01:23 Lack of Sanity in Markets
06:55 Keep Cash on the Sidelines
11:37 How Does the Fed Influence Markets?
17:44 Market Sees Gold as Money
22:54 Institutional Interest in Gold
24:22 Is Now the Time For Commodities?
28:30 Oil and Uranium
31:40 Hedging Geopolitical Risk
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