The market -- and gold -- are saying that inflation isn't coming

Thomas Winmill, manager of the Midas Fund, says that gold is where investors go to preserve capital when they think inflation is coming, and the underperformance of gold would suggest that investors think that rising consumer prices are temporary. Winmill notes that there has been inflation in housing and health care and in other key areas, as well as in commodities like aluminum, copper and cobalt - but not in precious metals. Still, he says that gold miners are attractive now as they are appreciating faster than equities and beyond inflation right now. Also on the show, Tom Lydon of ETFTrends.com makes a small-cap fund his 'ETF of the Week,' Mike Brown of Breeze discusses trends in voluntary insurance coverage and which groups are not protecting themselves against catastrophe, particularly in healthcare. And in the Market Call, Jordan Waldrep of Truemark Investment management talks low-volatility dividend investing.