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Explore Same $4,000 Gold, Completely Different Mood | Lobo Tiggre with 74,235 views, 910 likes, and 112 comments. Experience the impact of this video content that has captured audience attention.

Lobo Tiggre sold most of his gold and silver stocks early this year and was sitting on more cash this summer than at any point in his career. Now the editor of The Independent Speculator is buying again, and it isn’t gold stocks. He says “the most compelling opportunity is hands down uranium.” At the New Orleans Investment Conference, Tiggre tells Kitco News anchor Jeremy Szafron that uranium stocks are trading as though the metal had collapsed, while the long-term contract price, which he calls the real market, keeps rising. He traces the selloff to investors who bought uranium as an AI trade and to tax-loss selling that started early, and he sees it as a gift. Either he’s missing something, he says, or “the market is making a mistake.” Gold stocks aren’t on his buy list yet, but when they are, he plans to lean heavy into silver, which he expects to rebound harder than gold. He also explains how the opposite swings in oil and copper could hand him his next entry, and which plain questions can expose a weak company on the conference floor. This interview was recorded on Oct. 29, 2026. Special thanks to our sponsor, Dakota Gold, for making this coverage possible. To learn more, visit: https://dakotagoldcorp.com/ Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Lobo Tiggre on X: @duediligenceguy (https://x.com/duediligenceguy) 00:00 Welcome to the New Orleans Investment Conference 2026 00:41 Silver Tracks Gold and the Plan to Lean Heavy Into It 01:44 From 80% Cash to Mostly Uranium as the Stocks Sell Off 04:11 Blue Chips on Sale and Making Cash Work While You Wait 06:37 Diesel Costs at the Miners and a Higher-for-Longer Oil Thesis 09:44 The Copper and Oil Tug of War 12:02 The AI Selloff Gift and Kazakhstan’s Acid Squeeze 14:56 A Disciplined System for Buying and Selling 16:02 Buying in Tranches the Doug Casey Way 17:30 When Averaging Down Makes Sense 18:57 Holding Cash Without FOMO at $4,000 Gold 21:01 The Uranium Spot Price Snapback Setup 23:22 Timing Mining M&A 24:31 Red Flags on the Conference Floor 27:49 Tax Loss Season Tactics 29:47 Closing Thoughts #Uranium #Silver #Gold __________________________________________________________________ Like, share, and subscribe to Kitco News—and turn on alerts to stay current with expert interviews, market insights, and breaking news coverage. FOLLOW US: X: https://x.com/kitconewsnow Instagram: https://www.instagram.com/kitconews Facebook: https://www.facebook.com/KitcoNews LinkedIn: https://www.linkedin.com/company/kitconews Listen to the PODCAST on 🎧 Spotify: https://open.spotify.com/show/1My4WgtF0ZhUnxkxDLoJof 🎧 Apple Podcasts: https://podcasts.apple.com/us/podcast/kitco-news/id1842889233 🎧 All podcast episodes available here → https://kitconews.buzzsprout.com Visit: https://Kitco.com/ for live gold, silver, and crypto prices, the latest mining news, and macroeconomic insights. Live gold price and chart: https://www.kitco.com/charts/gold Live silver price and chart: https://www.kitco.com/charts/silver Live crypto market data: https://www.kitco.com/price/crypto Learn more about Kitco News: https://www.kitco.com/news/about/ For more information on advertising, sponsorship and marketing promotions – please visit our online media kit at: https://www.kitco.com/advertising Disclaimer: The videos are not intended to provide trading advice, and the views expressed do not necessarily reflect those of Kitco Metals Inc. Kitco News, its anchors, producers, and reporters are not responsible in any way for the performance or actions of any sponsor, advertiser or affiliate of Kitco News. In no event will Kitco and its employees be held liable for any indirect, special, incidental, or consequential damages arising out of the use of the content in this video.

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