For the first time in my career, I'm focused on speculating on just one commodity: uranium. Anyone who's been following my work as The Independent Speculator knows why. In this interview, INN's Charlotte McLeod goes over my thesis with me. As mentioned, we'll have a report on my team's latest findings to back this up, available as a free download soon (clients first, of course). Of course, Charlotte asked about the macro setting and the other yellow metal, gold, among other important topics. Well worth a few minutes of your time, IMO.
0:00 - Intro
0:25 - Fed hike no surprise, more breakage to come
2:18 - Why Lobo is bearish on gold in the near term
6:55 - FedNow important, but not an investable trend
10:07 - Lobo's no-hype take on the BRICS meeting
13:53 - "I've never been in this position before"
18:38 - Uranium bull thesis more durable
21:46 - Lobo's final advice for speculators today
23:43 - Outro
