Lobo Tiggre: Like it or Not, ESG is Here to Stay — How to Play This Paradigm Shift

Investing News, Released on 1/27/22 (Recorded on 1/18/22)

This interview was filmed on January 18, 2022.

Environmental, social and governance (​ESG) factors aren’t new in mining, but according to Lobo Tiggre of IndependentSpeculator.com, there’s a paradigm shift going on.

He explained that said lip service is no longer enough, and mining companies actually need to make a real effort to enact ESG principles.

“Don’t panic, it’s not like all of a sudden the mining business is going to be impossible — but you really have to make sure you do these things. You have to not just talk the talk, you have to walk the walk,” said Tiggre. “You have to hire accordingly, you have to be sensitive. And if you don’t, it will cost you more in some cases.”

0:00 – Intro
0:24 – The history of ESG in mining
2:58 – Paradigm shift in approaches to ESG
8:17 – ESG could change Fraser Institute rankings
12:37 – How investors can approach ESG
16:21 – Assessing companies’ ESG efforts
21:04 – ESG key, but mining still a business
25:32 – Balancing ESG with good margins
29:59 – Lobo’s final thoughts on ESG
35:07 – Outro

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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