INN's Charlotte McLeod interviewed me just after I gave my speech at the Vancouver Resource Investment conference, so we covered much of the same ground. The key point is that one doesn't need to know when a market will peak if one makes a practice of taking some profits on the way up and rotating them into what's selling low.

Timestamps:

00:00 — Intro
00:20 — Gold price breakout
04:53 — Is this a blow-off top?
08:26 — Is Lobo taking profits?
13:10 — Rotating to oil sector
16:28 — Where to focus in oil
19:36 — Lobo's copper strategy