Lobo Tiggre, author and founder of the Independent Speculator, joined your host Tom Bodrovics to discuss the complex interplay of geopolitics, monetary policy, and commodity markets. Lobo argued that the war in the Middle East, while not inherently inflationary, fuels inflation through the government’s response—specifically, massive deficit spending and money printing to finance the conflict. He warned that this pattern of "profligacy" historically dethrones currencies and ends empires, placing new Fed Chair Kevin War...
Lobo Tiggre, author and founder of the Independent Speculator, joined your host Tom Bodrovics to discuss the complex interplay of geopolitics, monetary policy, and commodity markets. Lobo argued that the war in the Middle East, while not inherently inflationary, fuels inflation through the government’s response—specifically, massive deficit spending and money printing to finance the conflict. He warned that this pattern of "profligacy" historically dethrones currencies and ends empires, placing new Fed Chair Kevin Warsh in an impossible position between political pressure to cut rates and the economic need to fight inflation.
Recorded on: June 16, 2026
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The conversation then shifted to market opportunities. Lobo, a self-described "wolf" hunting for low-risk entries, revealed he sold all his gold and silver stocks near the January peak, not from bearishness but from disciplined profit-taking. He is now eyeing the oil sector, anticipating that a potential peace deal could cause an overreaction and a sharp drawdown in oil prices, creating a compelling buying opportunity for quality producers. He remains long-term bullish on copper and uranium, citing structural supply deficits and the paradigm shift toward nuclear energy for 24/7 power and energy independence. However, he cautioned that an AI-driven market scare could put those sectors on sale as well.
Tiggre also touched on the improving permitting environment for mining in the U.S. under the Trump administration, noting it creates an investable window before potential policy reversals. He discussed his research on "crappy producers," confirming they can outperform in a bull market due to margin expansion but require precise market timing to avoid devastating drawdowns. Ultimately, Tiggre emphasized a disciplined, contrarian approach: patiently waiting for clear "buy low" opportunities across commodities rather than chasing momentum, and using tools like selling puts to enter positions at advantageous prices.
Timestamps:
00:00:00 - Introduction
00:00:52 - Fed Policy and War Impact
00:05:42 - Peace Deal Prospects
00:12:37 - Supply Chain Rerouting
00:15:20 - SpaceX IPO Valuations
00:22:34 - Taking Profits?
00:29:08 - Gold Sentiment & Opportunity
00:37:53 - Demand For Metals & Permitting
00:41:14 - Bull Markets & Miner Performance
00:46:12 - Oil Sector Strategy
00:49:23 - Copper Market Constrained?
00:51:55 - Uranium Market Thoughts
00:59:40 - Concluding Thoughts
Guest Links:
Website: https://independentspeculator.com
X: https://x.com/duediligenceguy
Facebook: https://www.facebook.com/louis.james.965580/
LinkedIn: https://www.linkedin.com/in/lobotiggre/
Lobo Tiggre, aka Louis James, is the founder and CEO of Louis James LLC, and the principal analyst and editor of IndependentSpeculator.com. He researched and recommended speculative opportunities in Casey Research publications from 2004 to 2018, writing under the name "Louis James." While with Casey Research, he learned the ins and outs of resource speculation from the legendary speculator Doug Casey.
Although frequently mistaken for one, Mr. Tiggre is not a professional geologist. However, his long tutelage under world-class geologists, writers, and investors resulted in an exceptional track record.
A fully transparent, documented, and verifiable track record is a central feature of the IndependentSpeculator. Mr. Tiggre will put his own money into the speculations he writes about, so his readers will always know he has "skin in the game" with them.
#Inflation #MonetaryPolicy #FederalReserve #OilMarket #EnergyCrisis #Geopolitics #Investing #Gold #Silver #Uranium #Commodities #StockMarket #AITechnology #MarketAnalysis
Guest:Lobo Tiggre — Author & Founder of the Independent Speculator
Lobo Tiggre, aka Louis James, is the founder and CEO of Louis James LLC, and the principal analyst and editor of IndependentSpeculator.com. He researched and recommended speculative opportunities in Casey Research publications from 2004 to 2018, writing under the name "Louis James." While with Casey Research, he learned the ins and outs of resource speculation from the legendary speculator Doug Casey.
Although frequently mistaken for one, Mr. Tiggre is not a professional geologist. However, his long tutelage under world-class geologists, writers, and investors resulted in an exceptional track record.
A fully transparent, documented, and verifiable track record is a central feature of the IndependentSpeculator. Mr. Tiggre will put his own money into the speculations he writes about, so his readers will always know he has "skin in the game" with them.
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