Recorded on February 17 2026
Steve Yang sits down with Lobo Tiggre, editor of The Independent Speculator, for a blunt read on why the current gold uptrend does not match prior peak patterns even after the latest volatility. From there, Lobo breaks down the trap behind silver hype cycles and why buy low, sell high discipline beats price targets and guru narratives. He explains how taking profits on the way up can fund fresh buy-low rotations when broader markets wobble. The conversation moves into energy and geopolitics, including what could unlock the oil patch and how headline-driven shocks can distort pricing across commodities. Then Lobo makes the core case: AI and electrification are not optional, and the resulting buildout forces real demand for critical minerals, especially copper. He also connects the data-center power problem to uranium and the energy complex, and lays out how he filters noise to stay positioned for multi-year themes. If you follow metals, miners, or macro, this is a practical playbook for staying opportunistic without getting sucked into FOMO. #Millettian
Key topics
Why gold looks measurably different this time
Silver spikes, FOMO, and where disciplined buyers actually step in
Buy low, sell high and why profit-taking is not a sin
What market volatility can create for contrarians
Oil patch setup and the geopolitics that hold it back
AI and electrification as a demand engine for critical minerals
Copper constraints and why recycling cannot close the gap
Uranium and the coming power squeeze for data centers
How Lobo filters noise and stays positioned
Guest links
Website https://independentspeculator.com/
X https://x.com/duediligenceguy?lang=en
LinkedIn claimed https://www.linkedin.com/in/lobotiggre/
Facebook claimed https://www.facebook.com/louis.james.965580/
Host Steve Yang Natural Resource Stocks
Website https://www.NaturalResourceStocks.net
YouTube Main https://www.youtube.com/@naturalresourcestocks
YouTube Clips https://www.youtube.com/@NaturalResoureStocksClips
X https://x.com/TheSteveYang
X https://x.com/SteveYangStocks
LinkedIn https://www.linkedin.com/in/thesteveyang/
LinkedIn https://www.linkedin.com/in/steveyangstocks/
NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/
NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/
NRS TikTok https://www.tiktok.com/@natural.resource.stocks
NRS Instagram https://www.instagram.com/naturalresourcestocks/
Chapters
0:00 Gold looks different this time
1:26 Welcome and what Lobo is watching
1:57 Gold and silver spike then pull back
4:33 Comparing cycles and what would break the trend
5:55 Silver distortion, CPI highs, and FOMO
8:46 Take profits and rotate into buy-low setups
11:04 Where mispricing can show up in volatility
13:45 Oil patch setup and headline geopolitics
19:07 AI reality check and the minerals bottleneck
25:07 Uranium and the power problem for data centers
27:50 Geopolitical tail risks and system resilience
30:12 Real money, portability, and why physical matters
31:24 Skepticism pays and how Lobo filters noise
34:01 Where to follow Lobo and closing
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