Lobo Tiggre: Capitalizing On Opportunities in the Resource Sector: Finding the Undervalued Gems
About this episode
Lobo Tiggre discusses the impact of geopolitics and monetary policy on commodity markets and investment opportunities.
Lobo Tiggre, author and founder of the Independent Speculator, joined your host Tom Bodrovics to discuss the complex interplay of geopolitics, monetary policy, and commodity markets. Lobo argued that the war in the Middle East, while not inherently inflationary, fuels inflation through the government’s response—specifically, massive deficit spending and money printing to finance the conflict. He warned that this pattern of "profligacy" historically dethrones currencies and ends empires, placing new Fed Chair Kevin Warsh in an impossible position between political pressure to cut rates and the economic need to fight inflation. Recorded on: June 16, 2026 Some Competent Links: Website: https://competentinvestor.com Substack: https://competentmanpod.substack.com/ X: https://x.com/CompetentInv Rumble: https://rumble.com/c/c-7699939 The conversation then shifted to market opportunities. Lobo, a self-described "wolf" hunting for low-risk entries, revealed he sold all his gold and silver stocks near the January peak, not from bearishness but from disciplined profit-taking. He is now eyeing the oil sector, anticipating that a potential peace deal could cause an overreaction and a sharp…
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