Lobo Tiggre: War Is Inflationary, the Strait Is Closed & Markets Are Asleep!

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Mar 13, 2026

Lobo Tiggre, founder of The Independent Speculator and commentator on commodities and monetary metals, offers long-term frameworks on gold and hard assets. He explains why war is inflationary and why the Strait of Hormuz matters. He highlights the disconnect between headlines and calm markets and points to buying opportunities in gold, silver, copper, and uranium if a broader correction arrives.

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INSIGHT

War Drives Structural Inflation

The current conflict is intrinsically inflationary because war destroys assets and creates costly replacement demand.
Lobo Tiggre stresses ammunition, destroyed infrastructure, and supply disruptions as direct inflation drivers for hard assets and monetary metals.

INSIGHT

Market Complacency Despite Strait Closure

Markets appear complacent despite the Strait of Hormuz being closed and rising geopolitical risk.
Lobo finds it astounding the S&P remains near all-time highs while the strait closure should create serious knock-on effects.

INSIGHT

Why Gold May Lag Despite Inflation

Competing forces temper gold's immediate reaction: inflationary pressure versus Fed rate moves since gold yields nothing.
Lobo notes these conflicting investor incentives explain why gold hasn't surged more despite inflationary supply shocks.

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💡FREE access to the full Lobo Tiggre interview with Maggie + more EXCLUSIVE real-assets content by joining Wealthion’s Real Assets Community: https://wealthion.com/getready

With the Strait of Hormuz closed and the S&P still near all-time highs, Lobo Tigre sees a dangerous disconnect. He joins Maggie Lake to explain why this war is inflationary at its core and why the real mania in gold and silver has not even started yet. Lobo breaks down his 50-year "Giant X" framework for gold versus the dollar, and explains why copper and uranium could present spectacular buying opportunities if a broader market correction hits. He also shares how he took profits from the rally to pay off his mortgage and exit the "rat race" for good. Plus, why mining stock margin expansion will not save you when the margin clerk calls.

💡Not sure your portfolio is positioned for war, inflation, and the volatility ahead? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4rtk3qo

💡Lobo calls gold and silver "real money" and insurance you hold forever. Get yours: GBI Direct, the Best Way to Invest in Gold and Silver: https://gbidirect.com/?aff=WTH

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Chapters:

1:13 - War, Inflation, and the Investment Outlook Nobody's Pricing In

4:48 - The Cognitive Dissonance Between Headlines and Markets

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