Charlie Morris, a former colleague of mine (James) from one of my UK stints, can speak about pretty much any corner of the investing universe. With Charlie, there's never any interview planning necessary: I ask, and he answers.

In our most recent chat (linked to below; and note that we tested an abbreviated version that might be a touch too abbreviated in that some of the verbiage is jumpy, but it's part of our effort to dial in the best and most relevant content for you), we discuss what Charlie would be buying – and avoiding – these days. He thinks gold is about fully valued, but silver has room to run, that most US stocks and the Mag 7 are richly priced, that crypto is underpriced, and that Taiwan's TSMC and South Korea's SK Hynix are bargains, and that blue chip consumer products companies will have their day in the sun soon. Click below or here to watch.