I think gold has made a bottom... I think we're probably going to see this year 6,000 in gold before the year is over. He recommends buying gold, silver, and platinum on all dips, and expects gold to consolidate then grind higher.

I am looking for a pretty substantial sell-off... I'm still looking for that same 40 to 60%. He describes the current rally as a 'retail rally' with big money waiting to sell, and warns that parabolic moves in tech stocks like Intel and Micron are unsustainable.

He is bearish on the overall equity market, expecting a 40-60% sell-off, which would include small caps (Russell 2000). He describes the rally as unsustainable and lacking participation from big money.

I think we're going a lot lower... I would expect to see oil back in the 60s before the year is out. He notes that oil is trading off Iran news and any peace indication causes oil to collapse. He calls it a 'selling opportunity of a lifetime' because economies cannot support $100 oil without war fear.

He says the new Fed chair is a hawk and may want to hike rates further because inflation is out of control. This implies higher yields in the short term.