The Triangle Investor asked me some unusual questions. My views haven't changed since last week, but the straight answers to the issues Lucijan brought up made for a more upbeat assessment than it may have sounded when everyone kept asking me if the bottom was in.

Timestamps:

00:00 — Intro
00:35 — Institutional sentiment toward commodities
03:40 — Why Lobo is still 80% cash
06:27 — What buying opportunity is he waiting for?
09:18 — What could send copper back to $4?
10:48 — Is uranium finally at a bottom?
13:57 — Is silver still being manipulated?
17:10 — What are investors most worried about today?
18:20 — Which commodities is Lobo watching now?
20:05 — Why he's turning bullish on platinum
21:39 — Producers vs developers vs explorers
23:06 — Why Lobo is bearish on diamonds
25:38 — Final thoughts