Liberty and Finance, Released on 11/27/24
Lobo Tiggre is highly bullish on copper for 2025, citing significant supply deficits as a key driver of future price increases. He highlights the ongoing challenges in bringing new, large-scale copper mines into production due to permitting difficulties and opposition in mining jurisdictions. Tiggre also notes that while the electrification trend, including the rise of electric vehicles (EVs), has fueled much of the copper hype, even without EVs, the market is facing a structural supply shortfall that will only grow over time. He is waiting for clearer economic signals before investing in copper stocks, anticipating that any short-term economic downturns could present a buying opportunity for long-term investors. Despite short-term volatility, he expects copper to perform strongly throughout the 2025 period, driven by both supply constraints and global demand.
0:00 Intro
1:32 Gold update
6:15 Elon’s DOGE
9:57 Trump & spending
13:40 Copper
19:00 Geopolitics
22:09 Year-end outlook
26:08 Weekly specials
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.