It's become almost a tradition now for me to reveal my "top commodity pick" for the next year at the New Orleans Investment Conference. INN's Charlotte McLeod was the first to ask, so she got the scoop, even before I gave my speech. The interview covers my other favorite minerals as well.

Timestamps:

00:00 - Intro
01:40 - Gold, silver headwinds
04:23 - Lobo's top pick for 2027
07:28 - Can gold pass the test?
10:36 - Silver stock strategy
13:20 - Mexico back on table
16:36 - Uranium opportunity
20:12 - Copper, oil opportunity
24:53 - Be patient with cash