Soar Financial scored my first interview of the year, in which I disclose a revision to my thinking in light of the broadening of the metals rally. This isn't just about "precious" metals or equivalents anymore—and that matters.
 

Timestamps:

00:00 — Silver $80 + Copper $6
00:21 — Lobo’s back
01:26 — Why the breakout (really)
02:33 — Why copper matters
02:55 — Commodity super-cycle case
07:49 — Stagflation setup
08:07 — “Doctor Copper” signal
09:16 — QE “in disguise”?
20:58 — Mining supply bottleneck
23:51 — Majors vs juniors
26:56 — Selling plan: Upside Maximizer
29:56 — Taking profits smartly
32:32 — Deutsche Goldmesse