Recorded on February 11 2026 Andy Millette sits down with Lobo Tiggre of Independent Speculator to stress-test the gold and silver thesis using a true worst case framework and then work forward into what matters for mining investors right now: consolidation, correction, and the opportunity set volatility creates. Lobo lays out why even brutal drawdowns do not automatically break the long-cycle case for hard assets, and why the real edge comes from staying liquid, staying disciplined, and buying quality when panic creates air pockets. They dig into how to approach stock selection when everything chops sideways, why watching market darlings…