『Lobo Tiggre: He Who Wins this Race Wins the World』のカバーアート

Lobo Tiggre: He Who Wins this Race Wins the World

Lobo Tiggre: He Who Wins this Race Wins the World

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 In a recent podcast, Tom Bodrovics interviewed Lobo Tiggre, author and founder of the Independent Speculator, to reflect on the year's investment landscape and look ahead to 2026. Tiggre, known for his cautious approach to predictions, highlighted that he avoids the "prediction racket" and instead focuses on strategic speculation. He noted that while he didn't make money on certain metals like rare earths, antimony, or gallium, he successfully capitalized on copper, gold, silver, and uranium. Tiggre emphasized that his approach is about "hits and misses" rather than precise predictions, and he remains bullish on copper for 2026 due to structural imbalances and strong demand drivers, particularly from electric vehicles and AI infrastructure. Tiggre also discussed the risks associated with gold and silver, suggesting that while these metals have potential for significant gains, they also carry higher risk, especially if the market enters a consolidation phase. He cautioned against chasing all-time highs and advised taking profits to secure gains. Reflecting on the 2011 peak in gold and silver, Tiggre underscored the importance of learning from past market cycles and maintaining a disciplined approach to investing. He also touched on the potential impact of a dramatic fall in the gold-to-silver ratio, suggesting it could signal the end of the bull market, but he believes current supply constraints in silver are temporary. The conversation also delved into the broader economic context, with Tiggre discussing the influence of fiscal dominance and the Fed's policies on commodity markets. He expressed optimism about the long-term prospects for metals like gold and silver, citing the ongoing debasement of fiat currencies. Tiggre also shared his thoughts on the AI bubble, acknowledging the potential for a short-term market correction but viewing it as a buying opportunity for real assets like metals. Looking ahead to 2026, Tiggre is hopeful that the market will move towards a more rational allocation of capital, particularly in the AI sector, which he sees as bullish for his favorite commodities.
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