My first interview on Tom Bodrovics' new show starts with what I missed in 2025—some of which I expect to miss again in 2026. But not all...
 

Timestamps:

00:00:00 - Introduction
00:00:33 - 2025 Hits and Misses
00:03:24 - Avoiding Prediction Racket
00:06:46 - Copper Top Pick 2026
00:11:42 - Copper Supply Constraints
00:20:03 - Gold Silver Risks
00:26:51 - Lessons from 2011 Peak
00:37:55 - Taking Profits Discipline
00:45:00 - Gold Silver Ratio Concerns
00:50:07 - Fed Policy Fiscal Dominance
00:55:16 - Reshoring Job Creation
00:58:44 - AI Bubble Risks
01:01:04 - Wrap Up