# He Called the Copper & Uranium Rally – Here’s His Next Big Bet | Lobo Tiggre & Michelle Makori

Page: https://stenobird.com/podcast/the-real-story-with-michelle-makori-7658633/he-called-the-copper-uranium-rally-here-s-his-next-big-bet-lobo-tiggre-michelle-makori
Text version: https://stenobird.com/podcast/the-real-story-with-michelle-makori-7658633/he-called-the-copper-uranium-rally-here-s-his-next-big-bet-lobo-tiggre-michelle-makori.md
Podcast: [The Real Story with Michelle Makori](https://stenobird.com/podcast/the-real-story-with-michelle-makori-7658633)
Published: 2026-06-08T18:05:41+00:00
Episode link: https://podcasters.spotify.com/pod/show/the-good-podcast-co6/episodes/He-Called-the-Copper--Uranium-Rally--Heres-His-Next-Big-Bet--Lobo-Tiggre--Michelle-Makori-e3kgqcm
Audio file: https://anchor.fm/s/10ddc838c/podcast/play/121186134/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-8%2F425749955-44100-2-5b0eead8bdf01.mp3
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Duration seconds: 3969

## Resource

Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, interviews Lobo Tiggre, Founder & Editor of IndependentSpeculator.com. Lobo Tiggre correctly called the rallies in copper and uranium. Now, he’s taking a very different approach. Lobo says he’s sold all of his gold and silver mining stocks and is sitting on an unprecedented 80% cash position as he prepares for what he believes could be a major market opportunity. While many investors remain bullish on gold, silver, and mining stocks, Lobo argues that the risk of a significant market event is materially higher than normal. He explains why he believes gold could experience a sharp correction before its next major move higher, why silver still has more upside than gold, and why uranium remains his highest-conviction opportunity in the resource sector. Lobo also shares his outlook on copper, oil, and uranium. In this episode of The Real Story with Michelle Makori: - Why Lobo is holding an unprecedented 80% cash position - The risk of a major market event and why liquidity matters - Could gold experience a 50% correction? - Why he sold all of his gold and silver mining stocks - Gold outlook: consolidation or the next leg higher? - Why silver may still outperform gold - Copper’s long-term supply deficit and AI demand - The key date to watch for copper markets - Why uranium remains his highest-conviction commodity - Contrarian opportunities in lithium and nickel - How Lobo is preparing for the next major buying opportunity You can sign up for our newsletter here: https://milesfranklin.com/sign-up/ 👍 Like, 🔔 Subscribe, and Stay Informed Join Miles Franklin Media for expert interviews, market insights, and real-time coverage of gold, silver, Bitcoin, and global economics. Hit the bell to get notified th…

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## Transcript

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