This is my first Wealthion interview with host Trey Reik, so he started off with some personal questions: who am I really, and why should anyone listen to me? But we quickly got to the major forces driving markets for natural resource investment—primarily Trump Shock. We covered gold, silver, copper, and uranium in some detail.

 

 

Timestamps:

00:49 - The Story Behind Lobo’s Name
02:03 - Subscription Model: No Pay-to-Play
04:31 - Inside Lobo’s Personal Portfolio Approach
06:10 - From Rock Kicker to Metal Expert
08:08 - Decoding the ‘Trump Shock’ for Markets
19:29 - Powell: New Volcker or Another Burns?
24:36 - Looming Global Monetary Reset?
26:09 - Gold’s 2025 Surge: Surprised?
31:08 - Gold, Silver, Copper, Uranium: Lobo’s Rankings
37:19 - How High Could Gold Really Go?
41:08 - Why Miners Lag Despite Record Gold
45:47 - Hunting Winners: Majors vs Juniors
53:49 - Lobo’s Game Plan for H2 2025