Stijn Schmitz welcomes back Lobo Tiggre to the show. Lobo Tiggre is the Author and Founder of the Independent Speculator. The discussion centers on the current state of precious metals and commodities, with Tiggre offering a fundamentally driven, contrarian perspective. He asserts that while gold's long-term value proposition remains spectacular, driven by de-dollarization and central bank buying, the market is at a critical juncture following a significant correction. He does not believe the bottom is confirmed, suggesting a potential cyclical low could be sub-$3,000 gold, and he is holding cash for such an opportunity rather than chasing current prices.
Recorded on: July 21, 2026
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Timestamps: 00:00:00 - Introduction 00:00:37 - Gold Value Proposition 00:03:37 - Market Bottom Analysis 00:04:44 - Bull Market Debate 00:08:19 - Price Levels and Drawdowns 00:11:10 - Central Bank Buying Durability 00:14:57 - Gold Miners Value Proposition 00:19:10 - Portfolio Allocation Strategy 00:23:59 - Mining Developers Analysis 00:26:40 - Silver and Silver Miners 00:29:46 - Oil and Gas Sector 00:34:10 - Copper Market Dynamics 00:35:14 - Oil/Copper Shopping List? 00:40:03 - Uranium Investment Setup 00:45:19 - 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.
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