Uranium, not gold, was Lobo's highest conviction speculative trade for 2023, and it doubled; but for 2024, gold is his highest conviction because of recession and labor market breakdown, and gold pulled a sharp price increase before the recession was undeniable, suggesting it was already pricing in the downturn.
factualpending
Speaker
Lobo TiradoEvidence Quote
“last year gold was not my highest conviction trade on this more speculative side with the stocks and things that was uranium that worked out quite well uranium doubled last year”
Created: 8/12/2026, 6:34:24 PM
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