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Thursday Conversation - Lobo Tiggre

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I had the pleasure of meeting Lobo Tiggre via a roundtable discussion in late 2023. He immediately struck me as an intelligent and objective analyst and I thought to myself that I should have him in for a Thursday Conversation sometime soon. Well, it's May but I finally got around to getting it done.

If you're not familiar with Lobo, his background and his work, then here's a link to his website. You'll find his bio there as well as information about his subscription services:

There's non-subscriber content that you can access, as well. Here's just one example:

And if you're on Twitter/X, you should definitely consider giving Lobo a follow:

Over the course of this call, Lobo and I primarily discuss gold and silver but in the context of commodities, in general, and the current state of the US/global economy. We also discuss the link of silver with copper and we close with Lobo's current thoughts on uranium.

But there's a lot in between, too, so I strongly urge you to give this podcast a thorough listen. Lobo's a very sharp thinker and he had a lot to share. As such, I hope to have him back for another podcast sometime soon.

TF

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Key Economic Events Week of 11/18

11/19 8:30 ET Housing Starts
11/19 12:25 ET Goon Ghoulsbee
11/20 11:00 ET Goon Cook
11/20 12:15 ET Goon Bowman
11/21 8:30 ET Jobless Claims
11/21 8:30 ET Philly Fed
11/21 10:00 ET Home Sales
11/21 10:00 ET LEIII
11/22 9:45 ET S&P flash PMIs
11/22 10:00 ET UMich final

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