TastyLive has me back to talk natural resource stocks. The timing was just right to go over my copper vs. oil pair trade for this year. We also talked about gold, silver, and other critical minerals.

Timestamps:

00:00 — Meet Lobo Tiggre
00:57 — The Copper vs Oil Pair Trade
04:04 — Who Keeps Buying Gold at $4,000
09:09 — Rates, the Fed, and the AI Build Out
10:49 — Why Critical Minerals Look Unstoppable
14:45 — Sitting on Cash and Avoiding Wipeouts
17:00 — His Shopping List and the 50% Gold Rule
23:00 — Selling Puts When You Are Unsure