This new interview with David Lin covered my investment outlook on all my favorite minerals, starting with oil, which I currently see as the closest thing to a chance to buy low in the resource sector.

Timestamps:

00:00 - Intro
03:22 - Oil Stocks Near a Major Buying Opportunity
07:56 - Second-Half 2026: War, the Fed and Inflation
15:00 - AI Trade Unwind and the Copper Opportunity
18:03 - Oil Rebound vs. the Uranium “Sure Thing”
21:49 - Oil vs. Copper: Lobo’s Pair Trade
23:11 - Gold Myths, Fiat Currency and Safe-Haven Demand
30:50 - Is Gold Entering a New Bear Market?
34:46 - How to Identify High-Quality Mining Stocks