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Darrell Thomas sits down with the Independent Speculator, Lobo Tiggre to talk through the macro forces driving this metals bull market. Lobo explains why gold consolidating around $4,000 looks more like a staging ground than a blow-off top. They dig into silver’s supply–demand puzzle and why copper remains his top pick into 2026. Lobo also shares his honest take on rare earths, lithium, oil, uranium and why some of the most hated commodities may offer the best upside. Lobo's Links: https://independentspeculator.com/ https://x.com/duediligenceguy Brought to you by Vizsla Copper (TSX-V: VCU | OTCQB: VCUFF) https://linkly.link/2BWbC Learn Mining 101 directly from Lobo today! Join The Commodity University. CLICK: https://linkly.link/26yH9 Join us LIVE at the Vancouver Resource Investment Conference on January 25 & 26, 2026. Tickets: https://VRICMedia.com Sign up for Jay’s newsletter at https://2ly.link/211gx 00:00 – Is gold’s correction over or just consolidating at $4,000? 03:21 – Tailwinds, headwinds & the role of central bank gold buying 10:21 – Supreme Court, tariffs, Fed independence & market volatility 14:00 – Sponsor message: Vizsla Copper overview 14:30 – Silver’s supply–demand squeeze and by-product dynamics 21:26 – “There is no such thing as a pure silver mine” & Mexico risk 25:23 – Why copper is Lobo’s top pick for 2025–2026 29:14 – Critical minerals lists, policy support & what actually changes 35:28 – Rare earths, lithium and why critical minerals can be a minefield 40:26 – Unloved commodities: oil, uranium, nickel, lithium Copyright © 2025 Cambridge House International Inc. All rights reserved.