It's been a while since Antonio Atanasov interviewed me on Resource Talks, and the months have been eventful for investors, so we had a lot to cover. Interestingly enough, he didn't just ask me for my take on a laundry list of minerals, but more about strategies for current market conditions. It's always a fun conversation with Antonio, but I think this one will prove particularly helpful for resource speculators this year.

Timestamps:

00:00:00 — Intro
00:00:49 — Where are we in the cycle?
00:12:16 — How much cash is Lobo keeping now?
00:17:01 — How do I not waste the bull market?
00:21:06 — Should I be a contrarian in this market?
00:26:04 — How should I value mining stocks in a bull market?
00:31:50 — Would Lobo pay +100M for a pre-discovery company?
00:35:38 — Do prospect generators make sense in a bull market?
00:41:58 — What could be a value trap in a bull market?
00:45:51 — Where will the cycle go over 2026?
00:48:30 — Is triple-digit silver still just a dream?
00:50:03 — Why is Lobo still not buying copper stocks?
00:51:15 — Silver or copper?
00:56:30 — How does Lobo Tiggre exit positions in this market?
00:58:52 — What jurisdictions does Lobo Tiggre like?
01:00:33 — Closing thoughts