EPI 119 - Deciphering Value & Price - w/Lobo Tiggre Founder/CEO @ Louis James @TheIndependentSpeculator
On episode 119, we start off by the question of why is there a mismatch in the marketplace between what is desired versus what truly is. Our education to our culture amplifies and reinforces this ignorance, and it comes at a cost. Now within that chaos, opportunities arise, but we must put effort into understanding what drives these opportunities. As investors allowing the macro conditions to drive our investment thesis, we must also include the differential between what value is relative to what price is. We also touch upon the development of copper, its performance and how the potential of recession may impact its price. Silver’s explosive price action was not left out of this conversation. Lobo Tiggre is the founder and CEO of Louis James LLC, and the principal analyst and editor of IndependentSpeculator.com. He researched and recommended speculative opportunities in Casey Research publications from 2004 to 2018, writing under the name "Louis James." While with Casey Research, he learned the ins and outs of resource speculation from the legendary speculator Doug Casey. Although frequently mistaken for one, Mr. Tiggre is not a professional geologist. However, his long tutelage under world-class geologists, writers, and investors resulted in an exceptional track record. The average of the yearly gains published for the flagship Casey publication, the International Speculator, was 18.5% per year during Tiggre's time with the publication. A fully transparent, documented, and verifiable track record is a central feature of IndependentSpeculator.com services going forward. Another key feature is that Mr. Tiggre will put his own money into the speculations he writes about, so his readers will always know he has "skin in the game" with them. The Independent Speculator is a flagship monthly publication. It delivers actionable ideas, information and analysis via disclosure and discussion of actual investments we make. This is not a theoretical approach to speculation. The trades are real. So is the money we risk. And so is the opportunity for clients to enter the same or similar trades Website: https://independentspeculator.com/ youtube: @TheIndependentSpeculator Sign up to our Monthly Macro Newsletter - @ https://newgenmindset.substack.com/ Socials: Nic Tartaglia - @nictartaglia Dan Kozel - @dan_kozel93 www.newgenmindset.com
From "NewGen Mindset"
Comments
Add comment Feedback