Wealthion had me on for an update on my macro outlook and the implications for commodities, including my favorite metals: gold, silver, uranium... and copper.

 

 

Timestamps:

1:26 - Recession or Rolling Weakness? Lobo’s Bold Forecast
4:56 - A Worrisome Growing Trend in Unemployment
8:43 - Federal Reserve Drama: What’s Next for Interest Rates?
11:03 - Lobo’s Insights on US Dollar Strength
14:54 - Tariffs and Taxes: Trump’s Economic Gambit?
20:23 - The Origin & Negative Effects of Income Taxes
24:37 - Inflation or Growth? Navigating 2025’s Risks
28:02 - BRICS and the Dollar: A Looming Currency Clash
31:26 - Gold’s Path Forward: Can It Reach New Highs?
38:16 - Uranium’s Ups and Downs: A Bullish Case Explained
47:28 - Copper’s Moment: The Top Trade for 2025