In this Wealth Building Blueprint interview, Vladyslav Grabarskyy asked for my latest thinking on the investment outlook for critical minerals and other commodities. That has been evolving in response to the wars and other inputs.

Timestamps:

00:00 - Introduction
00:52 - Gold & Silver: What’s Next for Precious Metals?
03:20 - Repeat of 2011? Why Lobo Does Not Feel Any Urgency About Buying Gold or Silver Stocks Right Now
04:38 - Could Gold Reach the $3,000 Level?
05:23 - Why Lobo Is 80% in Cash Right Now
06:59 - Silver: More Than Just Gold on Steroids
08:22 - The “Win-Win” Metal
09:40 - Mining Stocks: A Full Guide on How to Navigate This Sector Right Now
13:30 - If the Gold Price Stays Flat, What Happens to Mining Stocks?
15:45 - Signs That Would Show the Bull Market Is Not Over & Gold Will Likely Not Repeat 1980 or 2011
16:52 - Key Takeaways From the Rule Symposium 2026
18:59 - Oil: Iran War & How to Navigate This Market Right Now
21:14 - Lobo’s Favorite Commodities
22:46 - Lobo’s Pair Trade of 2026
24:23 - Uranium: Still a Great Opportunity?
28:24 - Putting Everything Together