We're down to the wire on my call for "undeniable" recession in the US, so In It To Win It's Steve Barton asked me about that outlook. But we didn't just talk macro, we also got into the most interesting commodities on my radar: gold, silver, uranium, copper, and more.
Timestamps:
00:00 — Lobo's Economic Forecast 2025: What Investors Need to Know
05:02 — Copper and Nickel: Doubling Down on Metals
06:24 — US Election Implications for 2025
10:30 — Exploring Uranium Investments Amidst Nuclear and AI Advancements
12:22 — Uranium Market Analysis: How It Affects Global Energy Markets
14:13 — Analyzing Silver's Dual Role in the Monetary and Industrial Spheres
18:38 — Mexico Mining Sector 2025: Risks and Opportunities
20:04 — Investing in Mexico's Mines: Key Considerations for 2025 and Beyond
21:23 — Pre-Production Sweet Spot During a Recession
24:02 — Silver vs. Graphene: A Comparative Study of Industrial Uses
27:12 — Macro Market Trends and Lobo Tiggre’s Newsletters