Hard Assets Are Your Insurance Now | Lobo Tiggre on Today’s AI Mania, Credit Cracks & Gold

Nov 20, 2025

Lobo Tiggre, a macro commentator and publisher of The Independent Speculator, discusses the hidden fragility in today's financial markets. He warns of a potential ‘waterfall event’ akin to the 2008 crash, driven by AI mania and private credit risks. Lobo elaborates on the K-shaped economy and the mounting stresses on lower-income households. He likens current AI exuberance to past market bubbles and emphasizes the importance of real assets like gold as essential portfolio insurance amid increasing market vulnerabilities.

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INSIGHT

K-Shaped Economy Raises Systemic Fragility

The economy is increasingly K-shaped, with lower-income groups suffering while the top benefits from liquidity and AI gains.
This divergence raises systemic fragility because broad prosperity is not supporting asset prices widely.

INSIGHT

AI Mania Mirrors Dot‑Com Risks

AI enthusiasm resembles a bubble similar to the dot-com mania with winners but many wiped-out fortunes.
When speculative froth disintegrates it will show clear warning signs before a full collapse.

ANECDOTE

Investor Dinner Admits AI Bubble

Lobo describes a dinner with respected investors who unanimously acknowledged an AI bubble and couldn't predict its exact pop timing.
They agreed disruptions rarely happen overnight and you'll see warning events before major breakdowns.

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Is the AI boom hiding real risks in the financial system? Could a “waterfall event” hit investors before anyone sees it coming? Are real assets the insurance investors need? In this must-watch interview, The Independent Speculator’s Lobo Tiggre joins Trey Reik to reveal the growing fragility beneath today’s markets: from the AI mania and shadow-banking risks in private credit to the K-shaped economy and rising pressure on both households and asset prices. Lobo explains why these forces make the system more vulnerable than investors realize, and argues that what truly matters now is securing real insurance, in your portfolio and in your financial life. If you want a clear view of the real risks shaping this increasingly nervous market and how to prepare for them, this interview is essential viewing.

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32:38

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