In this episode of Follow the Money radio, economist/host Jerry Robinson discusses the importance of Warren Buffett's recent portfolio moves in Q2. Buffett sold off several positions in U.S. banks and airlines, and, perhaps more interestingly, bought a stake in a large gold mining stock. Jerry breaks down the significance of this move and later is joined by Rick Rule (President/CEO of Sprott U.S. Holdings) for a discussion on investing in the natural resources sector.