Competent Man Podcast – Tom Bodrovics, Released on 12/22/25 (Recorded on 12/18/25)

00:00:00 – Introduction
00:00:33 – 2025 Hits and Misses
00:03:24 – Avoiding Prediction Racket
00:06:46 – Copper Top Pick 2026
00:11:42 – Copper Supply Constraints
00:20:03 – Gold Silver Risks
00:26:51 – Lessons from 2011 Peak
00:37:55 – Taking Profits Discipline
00:45:00 – Gold Silver Ratio Concerns
00:50:07 – Fed Policy Fiscal Dominance
00:55:16 – Reshoring Job Creation
00:58:44 – AI Bubble Risks
01:01:04 – Wrap Up

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.

  copper, gold, investing, Lobo Tiggre