Resource Talks (formerly Baby Investments) founder Antonio Atanasov recently his favorite speculative investments this year (uranium, shipping, copper, platinum, silver, and gold). While we were at it, we got into aside conversation on how my portfolio is structured, why I’m working hard to add cash, and when I might head for the exits on my favorite speculations. This was different enough that Antonio published this part separately from my take on the specific investments we covered. link to the other Resource Talk interview above.

Timestamps:

• 00:00 — Important warning
• 00:15 — Lobo's portfolio, per resource
• 05:00 — How much cash does Lobo have?
• 07:25 — When does Lobo start selling?
• 13:40 — Closing thoughts