He talks about currencies and commodities. He said you should buy RMB (Chinese Yuan) as often as you can, even through it's not really straightforward because it is a blocked currency.
He also told the hosts that he's very bullish on Agriculture commodities (as usual), and criticized government statistics.
Finally, when asked about Gold and Silver, he explained he would rather buy Silver than Gold beause it is still under its all-time high.
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