The Independent Speculator on WTFinance
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October 16, 2026

This WTFinance interview was recorded on September 30, but not published until this week. As luck would have it, the macro hasn't really changed much (I was right to warn about hot inflation). My outlook on gold, silver, copper, uranium, oil, and other commodities remains the same.

 

 

Timestamps:

00:00 - Introduction
01:48 - Overview of the economy and markets
03:55 - Inflation data
08:21 - Precious metals drop
13:55 - Mine investing
19:24 - FED lost control of bond market?
26:00 - Economic strength?
29:28 - Commodity outlook
34:53 - Copper
39:53 - One message to takeaway

The Independent Speculator on WTFinance