This interview is more than a month old now, but I didn't see it posted on YouTube until just now. Predictably, my warning against assuming gold has bottomed generated a lot of hate in the comments. "This guys caling 3500k gold, he says 3500k ..ok Lobo ! Hey great call,,smart guy ! Now 4300... wow so smart..." (Typos in the original.) But anyone who listened to what I actually said knows that I made no such call. In fact, I spent considerable time reiterating my bullish base case at the beginning of the interview before issuing my warning that gold could—could, not would—go lower. And then I said we need to watch the data. That makes this flashback interesting, in light of gold topping $4,400 again. This is material, and if it continues, it will change my near-term outlook. But be forewarned; it won't change my insistence on buying low.

Timestamps:

00:00 — Why I Sold Every Gold & Silver Stock I Owned
00:18 — Where Are We in the Gold Bull Market Cycle?
00:50 — Is Gold Repeating the 1980 Market Top?
01:49 — Gold Warning Signs Every Investor Should Watch
02:34 — What the 2011 Gold Crash Taught Me
03:45 — Rick Rule's Rule: Don't Confuse the Inevitable with the Imminent
05:24 — Why Lobo Is Still Bullish on Gold—But Not Buying Yet
07:36 — Gold vs. Copper: Will the Commodity Supercycle Continue?
09:16 — Have Gold & Silver Bottomed? Lobo's Answer
09:50 — Why Great Investors Ignore FOMO
11:21 — The #1 Mistake Gold Investors Make