INN's Charlotte McLeod asked me for an updated market outlook for resource commodities speculators, but we started with my new research on changes in what drives the gold-dollar exchange ratio. It turns out that the conventional wisdom may no longer hold true...

 

 

Time stamps:

0:00 - Intro
0:35 - Forget what you think you know
3:37 - New research on gold and real rates
7:16 - Lobo's real rates research process
13:24 - We're in a "masked recession"
18:38 - Banking crisis and what's next
22:57 - What will the Fed do in June?
26:13 - Thoughts on gold and silver stocks
31:22 - Lobo's key takeaways right now