Natural Resource Stocks' Steve Yang knew I went largely to cash early this year, so he asked me if I'm back in the market yet, and if so, what I'm speculating on. Readers of my free weekly digest would know the answers: Yes, uranium." This interview spells out the case and contrasts it with copper and other opportunities I'm interested in. This includes "You heard it here first" ideas.

Timestamps:

00:00 — Lobo is adding uranium holdings
00:53 — Steve Yang introduces Lobo Tiggre
01:44 — Cash and the uranium opportunity
06:21 — Uranium stocks versus the physical market
12:07 — AI demand and uranium fundamentals
14:57 — Choosing uranium exposure
16:31 — Nuclear technology and the uranium cycle
20:46 — Copper valuations and precious metals
23:52 — What would make gold stocks attractive?
26:51 — Why Lobo is waiting on copper
28:44 — Market uncertainty and cash discipline
34:48 — Lessons from earlier commodity cycles
37:38 — The Independent Speculator and My Take
38:55 — Where to follow Lobo Tiggre