I didn't mean to come across as negative, but Stijn Schmitz asked me about a number of commodities that I just couldn't give a thumbs-up to at present. Fortunately, there are some I'm willing to speculate on today, and we went there.

 

 

Timestamps:

00:00 — Who is Lobo Tiggre?
01:31 — Hard Landing: Recession, Gold, Oil
09:34 — Industry Minerals
12:48 — Dr. Copper: China
16:05 — Lobo’s Take on other Industry Minerals
19:10 — Huge Supply Deficit in Titanium Oxides
22:25 — Lobo’s Take on Graphite
24:22 — Projections for Gold into 2025
28:25 — The Pre-Production Sweet Spot
40:45 — What Lobo Looks for in an Investment
45:10 — Where to Find More Lobo