Welcome to our Monday edition of On the Tape. I'm Dan Nathan. I am joined by the bleakly financial

group's CIO, Peter Bookfar. He is a CNBC contributor. He is the author of the book report.

That's B-O-O-C-K report. It's my first read every morning here. So check that out. You guys all know, Peter, he's been on the pot on many of occasions.

Peter's going to have an interview coming up right after our discussion on markets. We're going to talk about his view on commodities, on precious metals, on what's going on with inflation, and, of course, earnings season and what to expect from the market reaction to earnings that we get over the next few weeks.

But his interview with Rudy Frunk, the CEO of Seabridge Gold.

Seabridge Gold is the owner of copper, silver, and gold mines across North America.

So Peter has a great one-on-one with Rudy to kind of get his sense for what they're seeing as a minor in the space

and how it links up with Peter's views on the shiny metal there. Peter, welcome back to On the

Tape. Dan, thanks. Appreciate having me on and with the interview with Rudy Frank. You've had a lot of

really great interviews that we've been very fortunate to share with our

listeners of on the tape over the last few months with CEOs and areas that you think are important

to the economy or important to your investment thesis. Talk to me a little bit about how this

conversation with Rudy came up and why you thought it was important to have it. On the gold side,

obviously there is a lot

of focus on monetary policy, not just with the Fed, but globally and how they try to sort of land

the plane of a period of extraordinary easing policy and now tighter policy without causing

any financial slash economic accidents. The dollar action

is part of that through January last year through October, the dollar index rallied 17% and was

one of the more important macro stories. But since then, we've seen some slippage and coincident

with that arise in gold and also silver

too.

But the other interesting thing about this is silver and copper are very important industrial

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