John Rubino, Founder of the Dollar Collapse website joins us to share his thoughts on the 4th quarter run higher in gold, issues in the US housing market and a possible shift in the energy sector toward nuclear.
Starting with gold, John points to central bank buying, physical shortages and currency devaluation as key drivers for the metal. On the housing front we discuss the recent weak data and how higher interest rates will continue to pressure the market. Finally on the energy front John thinks that uranium is critical with the shift to more nuclear power and smaller reactors.