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02:37 - What has happened since our previous conversation?
06:03 - Making sense of the oil market
10:44 - Signs of a put on the oil market
16:38 - The situation with natural gas
25:13 - Has the gas situation been improved?
32:42 - Nuclear energy - is it a viable solution?
46:51 - The outlook for gold
52:51 - The mechanisms of the capital cycles
01:00:45 - The state of metals
01:04:18 - A metal crisis?
01:06:24 - Centralised commodities and rare earths
01:09:53 - Investing in rare earths
01:12:52 - Considerations for owning gold
01:16:58 - Thanks for listening