Hot off the presses, my interview with INN's Charlotte McLeod at the Rule symposium this week focused mostly on gold and oil, but we hit the highlight on my other favorite minerals as well.

Timestamps:

00:00 - Intro
00:25 - Lobo's oil stock buy
05:41 - Oil price outlook
12:02 - Fed opportunity?
17:02 - Warsh as Fed chair
20:01 - Is a recession
24:05 - Gold, silver stocks
29:56 - Lobo's shopping list