Lobo Tiggre: Oil, Gold, War – Markets Are Wrong

Liberty and Finance, Released on 4/8/26

Markets are reacting as if geopolitical tensions are fading—but according to Lobo Tiggre, that couldn’t be further from reality. Tiggre breaks down why the damage from the conflict is already “baked in” and why oil, gold, and uranium are sending mixed signals. He explains why uranium may be the clearest long-term winner as nations scramble for energy independence. Lobo also reveals how contrarian investors can take advantage of market overreactions and volatility. Finally, he shares why he believes the next major move in gold and silver is still higher—and how he’s positioning for it.

0:00 Intro
1:30 Iran & markets
14:00 Gold & silver update
25:10 Independent Speculator

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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