This was a great conversation with In It To Win It's Steve Barton covering my macro outlook and key minerals: gold, silver, copper, oil, uranium, and more. But my favorite part was the audience questions. It's important to know what's on people's minds... and to help when possible.
Timestamps:
00:00 — Global macro outlook and financial markets discussion
05:51 — Is now a smart time to buy gold and silver or wait
13:06 — How much is gold rising because of the dollar decline
19:11 — Why copper remains a top conviction play for Lobo
22:19 — Insights on the recent surge in platinum and palladium
28:38 — What triggers Lobo to re-enter or exit the market
35:19 — Oil price outlook and projections through 2025
43:21 — Are oil and gas royalty models worth investing in
45:41 — How much Ivanhoe’s value depends on Robert Friedland
49:47 — What Trump’s executive orders could mean for mining
54:49 — Comparing risks of investing in Mexico versus Peru
