Lobo Tiggre: “I’m 80% Cash”, Waiting for a Life-Changing Crash Opportunity

Soar Financially, Released on 5/20/26 (Recorded on 5/16/26)

Lobo Tiggre joins Kai Hoffmann at the Deutsche Goldmesse to break down why he’s holding an unusually large cash position, why gold stocks may struggle despite massive margins, and why a major buying opportunity could be ahead.

Timestamps (AI-generated)
00:00 Intro
01:05 Did Lobo Call the Top?
02:00 Gold & Silver Correction Ahead
03:15 Emotional Investing Destroys Portfolios
04:00 Are Gold Miner Margins Peaking?
06:05 Why Gold Stocks Still Lag Gold
08:00 Diesel Costs & Margin Compression Risk
09:35 Gold at $4,500 and Investors Panic
11:05 Inflation Is Rising Again
13:20 Stagflation Is Becoming Reality
14:35 Why Gold Sold Off on War Headlines
16:20 Central Banks Selling Gold?
18:05 Silver’s Industrial Demand Explosion
19:40 Copper Hits All Time Highs
21:00 AI Needs 1000x More Energy
22:20 Why Copper’s Supply Crisis Is Long Term
24:45 Is the Market Ignoring Recession Risks?
27:00 Best Copper Stocks to Watch
28:10 Lobo Warns of Major Market Reversal
29:35 Why He’s Holding 80% Cash
31:00 The Biggest Wealth Opportunity Ahead

Lobo Tiggre, aka Louis James, is a legendary speculator and was Doug Casey’s protégé at Casey Research for almost 14 years, until early 2018. He joined the Casey team in 2004. By 2007, he was writing and making investment recommendations in Casey’s flagship newsletter, the International Speculator. Now he brings his experience, his connections and his deal flow directly to you, without the barrage of marketing hype used by larger publishers. He is now the editor of IndependentSpeculator.com.

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