Natural Resource Stocks, Released on 2/24/25

In this episode, Andy interviews Lobo Tiggre, the Independent Speculator, discussing the current trends and future outlook for gold, copper, and uranium. They delve into the remarkable performance of gold in 2024 and the evolving market signals suggesting continued strength. Lobo shares insights on why copper is his top pick for 2025, emphasizing structural supply constraints and inflationary trends. They also touch on the potential impact of geopolitical factors on commodity prices and the possible implications of denuclearization talks on the uranium market. Additionally, they explore investment strategies for navigating these volatile markets with a focus on stock picking and disciplined speculation. Tune in for an in-depth conversation packed with valuable information for investors and speculators alike.

00:00 Introduction and Market Overview
00:59 Gold Market Insights
01:34 Copper: The Top Pick for 2025
07:29 Stock Picking Strategies in the Gold Market
11:36 Bullish on Copper: Long-Term Outlook
19:45 Uranium Market Analysis
28:44 Geopolitical Impacts on Commodities
31:16 Conclusion and Final Thoughts

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.

  commodities, copper, gold, investing, Lobo Tiggre, uranium