INN's Charlotte McLeod just interviewed me here at the Rule Symposium. She'd planned to start with gold and run through my take on gold, silver, uranium, and other key commodities, but with Trump's shock 50% tariff on copper the talk of the event, we dove right in to that. For the first time in a while, platinum made it into the conversation as well.

 

 

Timestamps:

00:00 - Intro
00:25 - Trump's new copper tariffs
04:48 - Lobo's 2025 call on copper
09:46 - Silver and platinum prices
16:51 - All paths lead to inflation
20:18 - Can the gold price go lower?
25:22 - Time to buy uranium stocks?
29:21 - Trump volatility still in play