VRIC Media's Darrell Thomas just interviewed me for my latest take on the macro context for resource speculators today. We covered our favorite minerals, including gold, silver, copper, uranium, and more. But Darrell also asked me "how to" type questions about successful speculation. This is well worth a watch, IMO.

Timestamps:

00:00 – Intro
02:00 – Gold market history and why today is different
04:40 – Central bank buying and geopolitical shifts
07:00 – Market psychology and speculative cycles
09:00 – Gold fundamentals and support levels
12:00 – Silver’s surge and industrial vs. monetary drivers
14:00 – Lobo’s strategy: avoiding losses and steady gains
18:30 – Timing, ten baggers, and retail investor challenges
23:00 – Lessons from 2008 and market sentiment shifts
28:30 – Global stimulus, inflation, and market responses
33:30 – Trump tariffs, policy uncertainty, and critical minerals
37:00 – Lobo’s preferred mining investment stages
41:30 – Balancing greed and fear with the “Upside Maximizer”
46:20 – Uranium market dynamics and fuel cycle complexities
51:30 – Where we are in the uranium cycle