Description
Lobo Tiggre sold most of his gold and silver stocks early this year and was sitting on more cash this summer than at any point in his career. Now the editor of The Independent Speculator is buying again, and it isn’t gold stocks. He says “the most compelling opportunity is hands down uranium.”
At the New Orleans Investment Conference, Tiggre tells Kitco News anchor Jeremy Szafron that uranium stocks are trading as though the metal had collapsed, while the long-term contract price, which he calls the real market, keeps rising. He traces the selloff to investors who bought uranium as an AI trade and to tax-loss selling that started early, and he sees it as a gift. Either he’s missing something, he says, or “the market is making a mistake.”
Gold stocks aren’t on his buy list yet, but when they are, he plans to lean heavy into silver, which he expects to rebound harder than gold. He also explains how the opposite swings in oil and copper could hand him his next entry, and which plain questions can expose a weak company on the conference floor.
This interview was recorded on Oct. 29, 2026.
Special thanks to our sponsor, Dakota Gold, for making this coverage possible.
To learn more, visit: https://dakotagoldcorp.com/
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00:00 Welcome to the New Orleans Investment Conference 2026
00:41 Silver Tracks Gold and the Plan to Lean Heavy Into It
01:44 From 80% Cash to Mostly Uranium as the Stocks Sell Off
04:11 Blue Chips on Sale and Making Cash Work While You Wait
06:37 Diesel Costs at the Miners and a Higher-for-Longer Oil Thesis
09:44 The Copper and Oil Tug of War
12:02 The AI Selloff Gift and Kazakhstan’s Acid Squeeze
14:56 A Disciplined System for Buying and Selling
16:02 Buying in Tranches the Doug Casey Way
17:30 When Averaging Down Makes Sense
18:57 Holding Cash Without FOMO at $4,000 Gold
21:01 The Uranium Spot Price Snapback Setup
23:22 Timing Mining M&A
24:31 Red Flags on the Conference Floor
27:49 Tax Loss Season Tactics
29:47 Closing Thoughts
#Uranium #Silver #Gold
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