Barton’s recurring economic worldview is broadly commodity- and liquidity-aware, with a strong preference for real assets and a focus on how policy, rates, the dollar, and…
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Steve Barton is the host of In It to Win It / Rule Classroom-style mining and macro investing interviews. In the supplied transcripts he appears as an interviewer and market commentator rather than a specialist analyst with a single fixed niche. He is deeply embedded in the resource-investing conference ecosystem, regularly hosting guests on royalties, explorers, metals, oil and gas, and macro themes. His style is practical and question-driven, with an emphasis on company structure, cash/debt, catalysts, and how investors can act on ideas in real time.
Barton’s recurring economic worldview is broadly commodity- and liquidity-aware, with a strong preference for real assets and a focus on how policy, rates, the dollar, and financing conditions shape commodity cycles. Across the material he treats gold, silver, copper, uranium, oil, and royalties as interconnected parts of a macro landscape where inflation narratives, central-bank signaling, and capital scarcity matter. He tends to frame markets as cyclical and opportunity-rich for disciplined investors, favoring royalty models, low-cost developers, and assets with identifiable catalysts. He also gives substantial weight to technical levels and market positioning, suggesting a blend of macro, fundamental, and chart-based decision-making. Evidence is somewhat thin on whether this represents his own conviction set versus the show’s interview format, but the pattern is consistent.
Every analyzed appearance we have for this speaker, newest first. Open any transcript preview to read the underlying transcript.
Preview:CEO Mark LaFourche of Ecora Royalties (ECOR/ECRAF) presents the company's transformation from a single-asset coal royalty (Kestrel) to a diversified critical minerals royalty portfolio. Copper now represents ~50% of revenue, base metals ~80% total. The company has ~$450-500M market cap, ~$80M debt, and generated ~$60M in portfolio contribution last year with ~$70M forecast for 2026. Key catalysts include a Capstone Copper FID on Santo Domingo and potential Voisey's Bay expansion. The coal royalty is expected to wind down by 2030, with the critical minerals portfolio providing multi-decade mine lives.
Preview:Steve Barton interviews Magna Mining CEO Jason Jessup at the 2026 Rule Symposium. Magna holds ~500 km² in the Sudbury Basin with one producing mine (McCreedy West) and four past-producing mines slated for restart. The company just secured a $140M strategic investment from Peruvian miner Alpianna at C$2.25/share (19.9% stake), fully funding near-term mine restarts. Jessup expects cash-flow positivity this year at current metal prices, with Levack restart potentially shipping ore by Q1 2027 and Crane Hill's PFS due September 2026. The thesis centers on extraordinarily high copper-PGM grades (e.g., 3.4m at 29% CuEq from the new R2 discovery), capital-light toll-milling through Vale, and flexibility to toggle between copper and nickel depending on price. Key risks: single-mine concentration, nickel price volatility, and execution on multiple simultaneous restarts.
Preview:Steve Barton runs a chart-driven weekly market wrap and is broadly bearish on precious metals and miners near term, bullish on oil and some base/industrial metals setups, and cautious on Bitcoin. He repeatedly emphasizes tactical levels, limit orders, and whether patterns are still “bettable,” with a strong focus on moving averages, flags, triangles, and retracements.
Preview:Benoit LaSalle says Aya Gold & Silver is a cash-generating Moroccan miner with a current market cap around $3 billion, strong cash balances, and no need for external dilution to fund Boumadine. He frames Zgounder as an unusually pure silver asset that is already producing, while Boumadine is the bigger growth leg: permitted, advanced in engineering, and targeted for first production by mid-2029. The interview’s core message is that Aya’s operating cash flow plus a large, underappreciated Morocco pipeline could justify a material rerating if execution stays on track.
Preview:Rick Rule used this Q&A session to review conference takeaways and then answer subscriber questions across gold, silver, royalty names, and resource explorers. His core message was that the recent weakness in gold and related miners is mostly a function of higher U.S. nominal rates and a stronger dollar, and that the bigger catalyst over the next cycle is lower rates after politics and tightening start to hurt housing, durables, and bond markets. He was broadly constructive on several miners and explorers he knows well, but kept separating good geology from bad timing, remote logistics, and financing risk.
Preview:A brief interview segment where two co-founders of Nations Royalty — Derek and Cody — describe their professional backgrounds. Derek is a mining engineer and CFA charterholder who previously worked in M&A at Canaccord Genuity, while Cody comes from a mining family and worked underground at the Brucejack Mine (on which Nations Royalty now holds a royalty). They explain how the concept of an indigenous-led mining royalty company attracted top-tier talent, including Frank Giustra (co-founder of Wheaton Precious Metals) and the founding CFO of Franco-Nevada, who now serves as chairman.
Preview:Rick Rule and Steve Barton answer premium-member questions from the recent symposium, focusing on rankings and catalysts across gold, silver, copper, uranium, oil and gas, and frontier exploration. The core message is constructive on resource equities and commodities over the next several years, but selective: he prefers quality deposits, strong capital allocators, and situations where share prices have fallen faster than underlying value.
Preview:This is an interview-style company pitch for Nations Royalty, a Canadian Indigenous-owned royalty consolidator. The speakers argue that the company’s appeal is the combination of a large, mostly aligned Indigenous shareholder base, a small public float, a current royalty stream from Brucejack, and optionality on major assets like KSM and a future restart at Premier/Red Mountain.
Preview:Steve Burton interviews Alicia Patterson, VP of Investor Relations at Latin Metals, at the 2026 Rule Symposium. Latin Metals is a prospect generator focused on copper, silver, and gold in Argentina and Peru, with a ~C$25M market cap, no debt, and ~C$2M cash. The core thesis: partner-funded exploration is set to ramp dramatically from ~$75M under contract now to ~$175-180M by end of 2026, creating a "catalyst-rich" period. Two key partners — private copper producer Moxico Resources (~$1.8B implied valuation) and Doray Gold — are funding drilling. Moxico is expected to drill 15,000m at Zaha (a prior discovery hole with 0.57% copper over 370m), and multiple other projects have drill permits approaching. CEO Keith Henderson has publicly stated he aims to option out most projects by year-end, which Patterson treats as a viral accountability target.
Preview:Doomberg argues that the Strait of Hormuz isn't the real oil weapon — Iran's credible threat to destroy Gulf production assets is. He dissects Europe's hypocrisy in buying record Russian LNG from Yamal despite sanctions, frames the US-Iran conflict as dangerously escalatory given depleted Western interceptor inventories, and builds the long-term thesis that cheaper hydrocarbons (natural gas, NGLs) will eventually cap oil's premium through fuel-switching arbitrage. The multi-polar world unfolding means structurally higher costs and less efficiency across supply chains.
Preview:Interview with Guy Boulanger, CEO of Cerro de Pasco Resources, discussing the company's plan to reprocess the world's largest above-ground tailings and stockpiles at the historic Cerro de Pasco mine in Peru. The thesis: no mining cost ($1/ton), rich grades (1.5-2.5 oz/ton Ag), 75M+ tons of tailings and 104M tons of stockpiles, with silver as the primary value driver (46% of value distribution). Key catalyst is ongoing metallurgy testing, with a feasibility study expected Q3 2027. Notable discovery: significant gallium and indium in the tailings, which attracted a $5M US government grant. Major shareholder Eric Sprott. Current market cap ~C$400M with ~C$40M cash and no debt.
Preview:Steve Barton presents his weekly technical analysis across equities, precious metals, miners, energy, and industrial commodities. His core positioning favors buying gold/silver/uranium/copper on pullbacks, is cautious on silver's overhead resistance, and sees near-term upside in oil and palladium. He reveals he recently bought COPX for copper beta exposure after a portfolio review by Rick Rule, and teases upcoming interviews from the Rule Symposium including Doomberg.
Preview:Nomi Prins lays out a commodity-focused macro thesis: oil's decline from $138 to $70-80 means inflation will fall in upcoming CPI/PPI prints, which will allow the Fed to soften its hawkish rhetoric. This will reverse the "paper market" sell-off in gold and silver and unlock value in underperforming uranium and copper miners. She sees the biggest opportunities in uranium equities, copper junior developers, and pure-play silver miners, while recommending zero allocation to cash, bonds, or energy stocks.
Preview:Interview with Riverside Resources CEO John-Mark Stoudt at the 2026 Rule Symposium. Riverside (market cap ~$25M, $5M cash, zero debt) uses a prospect-generator / royalty-generator model: stake/option/buy properties, advance them with partner funding while retaining royalties. The company has 14 royalties across gold, silver, copper, and rare earth elements, primarily in Sonora (Mexico), British Columbia, Nevada, and Arizona. A key shareholder value driver has been spin-out companies — seven created over two decades, including Blue Jay Gold (now ~$0.80, started at $0.20) and Capitan Silver (~$2, a 10-bagger from $0.20). Stoudt is personally accumulating shares and hints at a potential 2027 spin-out of the Sonora portfolio. No specific price targets or macro market views are offered.
Preview:Tara Christie, CEO of Banyan Gold, discusses the company's 2026 progress at the Rule Symposium: a strong treasury (~C$65M, no debt), an updated mineral resource at AurMac with a 60% increase in indicated ounces and 10% grade improvement, and a fully-funded 70,000m drill program already 32,000m in. The key catalyst is a PEA expected in Q4 2026, which she believes will reveal a mineable resource north of 5 million ounces (echoing Ross Beaty's estimate). She frames AurMac as a district-scale deposit on only ~2% of their 840 sq km land package, with regional targets and new ground acquired from Generic Gold. Recent strategic hires (Patrick Langlois, Duncan) and blue-chip shareholder validation (Franco-Nevada royalty, Franklin Gold, Ross Beaty, John Robbins) round out the bullish narrative.
Preview:Steve Barton is broadly bullish on precious metals and several industrial commodities, but he frames the current setup as tactical and selective rather than euphoric. He thinks gold and silver have likely already put in or are close to putting in floors, copper still has a favorable supply-demand backdrop, uranium is in a seasonal buying window after a recent spike, and oil may be the best remaining 2026 upside candidate among the assets he discussed.
Preview:Steve Barton interviews Lobo Tiggre at the 2026 Rule Symposium about why he sold gold and silver stocks, moved into cash, and is still waiting for better entries. Tiggre says the secular bull case for monetary metals, copper, and uranium remains intact, but his tactical stance is patient: he expects more consolidation or volatility before the next attractive buying window.
Preview:Steve Barton’s weekly market wrap is mostly a chart-based hard-asset trading guide. He is tactically bearish on the S&P 500, cautious on several miners and equity proxies, but still constructive on gold, copper, uranium fundamentals, coal, and parts of energy on pullbacks.
Preview:Steve Barton interviews Joseph Schachter of the Schachter Energy Report about oil, natural gas, and energy equities. Schachter argues the sector is in a new investing cycle that began in 2020, not just a trading range, and says the recent pullback in WTI and energy stocks is likely close to bottoming. He expects WTI to average around $80 in Q4 and $90 in 2027, with upside driven by supply underinvestment, post-war Middle East constraints, and emerging-market demand.
Preview:Rick Rule argues that gold and especially gold stocks are cheap on a long-term value basis, with miners looking like the cheapest he has seen in 40 years. He is constructive on oil-related names too, but mainly as a future buying opportunity after the recent selloff, while preferring oil services and integrated quality names over trying to bottom-pick crude itself.
Preview:Michael Oliver of Momentum Structural Analysis presents a deeply bullish thesis on gold, silver, and mining stocks, arguing that the recent severe correction is a pause within an ongoing structural bull market. He draws an ominous parallel to 2000-2001 and 2007-2008 stock market topping patterns, pointing to deterioration in financial sector stocks (Visa, Mastercard, large banks) as an under-the-radar warning. His central technical argument: the gold-miner spread ratio (miners relative to gold) sits at the top of a decade-plus-long base; a breakout would electrify the sector. He dismisses any Fed hawkishness as political theater and believes a bond/financial crisis will force massive expansionary policy, lighting a fuse under monetary metals.
Preview:Steve Barton’s weekly market wrap is broadly bearish on most risk assets and several metals/miners, with the main tactical exception being a possible short-term bounce in gold, uranium, and Bitcoin. He argues the tape is deteriorating into lower highs/lower lows in the S&P 500, SpaceX, oil, copper, and several commodity groups, while emphasizing chart levels, RSI divergences, and limit-order buying into weakness rather than chasing strength.
Preview:Steve Barton interviews Jordan from Mining Stock Monkey about gold, silver, royalty companies, and a uranium miner. Jordan is broadly constructive on quality royalty names and some beaten-down miners, but he is cautious on silver at higher levels and skeptical that a low-cost uranium developer can justify a much larger valuation purely from rising uranium prices. He also argues that even if the Fed tries to stay hawkish, political pressure and debt levels make renewed money printing or policy reversal likely over time.
Preview:Tom Hartel and Steve Barton spend the episode on practical trading lessons rather than stock picks: position sizing, stops, diversification, skepticism, and how to survive blowups. Tom argues that most traders lose by overconcentrating, overtrading, ignoring risk controls, and treating parabolic moves as opportunities instead of danger zones.
Preview:Steve Barton’s Monday market wrap is broadly risk-on for equities but bearish near term on gold, silver, oil, and Bitcoin. He sees the S&P 500 and uranium equities as constructive, while arguing gold may fail at $4,100 and slide quickly toward lower support, with silver likely following if that breaks.
Preview:Steve Barton’s Monday market wrap is broadly bullish on equities, the dollar, precious metals, copper, and several resource-related trades for the coming week, while staying bearish on crude oil and cautious on Bitcoin and uranium despite some near-term bounce potential. The episode is mostly a technical trader’s map: he repeatedly uses moving averages, RSI divergence, channels, and pattern breaks to frame entries, exits, and invalidation levels.
Preview:Steve Barton says the recent drop in gold, silver, and related miners is a buying opportunity rather than a thesis break. He remains constructive on precious metals, uranium, coal, and parts of energy, but near term he expects more weakness or chop before a cleaner trend reasserts itself.
Preview:Steve Bordon runs a weekly chart-based market wrap with a strong commodities focus. His near-term view is broadly bearish to mixed on equities, gold, silver, miners, and several industrial metals, while he stays constructive on select long-term commodity themes like uranium, coal, nickel, and the broader miners ETF PIC. He repeatedly frames the setups as tactical pullback/breakdown trades with defined support levels and limit-buy zones.
Preview:Rick Rule’s main message is that resource investors are back in “silly season,” where narrative is outrunning facts, and the solution is to educate yourself before speculating. He then answers viewer questions across oil, gold miners, uranium, water rights, and select junior/resource names, generally favoring businesses with real assets, strong balance sheets, or corporate catalysts over story stocks.
Preview:Rick Rule used the Q&A to argue that the resource market is in “silly season,” where investors are paying for stories instead of facts, and he urged viewers to educate themselves before speculating. Most of the questions then focused on natural resource names, oil, gold, uranium, and M&A, with Rule repeatedly favoring high-quality assets, tax-aware takeover situations, and patience over leverage.
Preview:Steve Barton’s Monday market wrap is broadly risk-on for equities but increasingly cautious on commodities and several macro proxies. He sees the S&P 500 still in an uptrend, the VIX near a useful complacency threshold, the dollar and front-end yields leaning lower near term, and gold still consolidating despite a constructive bounce from the 200-day moving average. He is more bearish on silver, copper, oil, natural gas, platinum, palladium, uranium, and Bitcoin, while finding relative strength in coal, nickel, copper miners, silver miners, and parts of the precious-metals complex.
Preview:Doomberg argues the Strait of Hormuz panic has been overstated by markets, because strategic reserves, rerouting, and especially opaque Chinese stockpiling have cushioned the shock. He is bearish on chasing oil higher from here, more constructive on energy infrastructure and service names than on E&Ps, and skeptical that commodity headlines like helium or sulfur are durable investment trades.
Preview:Steve Barton runs a technical Monday market recap and is broadly bullish on copper miners and some mining/energy names, while leaning short-term bearish on the S&P 500, silver, gold, uranium, oil, and bitcoin. His core message is that several charts look extended or rolling over near resistance, but copper/mining exposure may still be in a much stronger structural breakout than most other sectors.
Preview:This is a long-form interview/Q&A centered on Seabridge Gold’s KSM project in British Columbia. Rudi Fronk argues KSM is now much closer to a joint venture because metal prices are higher, the project is largely de-risked, infrastructure is in place, and the remaining dispute with Tudor is manageable if Tudor eventually presents a mine plan. Rick Rule and Steve Barton press him on capital intensity, permitting, First Nations relationships, and the economics of the upcoming Courageous Lake spin-out.
Preview:This is a Q&A between Steve Barton, Rick Rule, and Rudy Fronk on Seabridge Gold’s KSM project. The core message is that KSM has been de-risked enough—through permitting, early construction, infrastructure buildout, First Nations agreements, and rising gold/copper prices—that a major JV partner may finally step in, despite the lingering Tutor dispute.
Preview:This is a long-form interview about Seabridge Gold’s KSM project, focused on why Rudy thinks the asset is now closer to a joint venture and eventual build than it was in prior years. The core pitch is that KSM is a giant, permitted, de-risked, capital-efficient gold-copper project in British Columbia, with enough past spend, infrastructure, and First Nations support to make a partner transaction and eventual construction increasingly realistic.
Preview:Axel Merk argues that tariffs, war-related supply shocks, and policy reactions are pushing up real rates and making gold more volatile, but he still sees strong underlying demand from central banks and long-term investors. He thinks Kevin Warsh would matter more for Fed structure and communication than for immediate rate cuts, and he is skeptical that Warsh will quickly change the short-term rate path.
Preview:Steve Barton’s Monday Market Moves is broadly bearish on the next week for equities, gold, silver, bitcoin, and several miners, while leaning bullish on oil, natural gas, and some energy equities. He repeatedly frames the current setup as a series of nearby support/resistance tests and prefers buying weakness in select hard-asset sectors rather than chasing strength.
Preview:Rick Rule argues that natural resources equities still have upside, especially oil, gold, and select copper names, but that investors must balance that against a real liquidity-crisis risk that could force overexposed holders to sell. He is constructive on consolidation, takeover candidates, and certain uranium and gold projects, while staying selective and often agnostic on specific names he does not know well.
Preview:Rick Rule argues that natural resource equities still have upside despite strong runs, but investors must balance that against a real possibility of a 2008-style liquidity shock. He is constructive on oil, gold, copper, uranium, and select M&A beneficiaries, while repeatedly stressing portfolio sizing, time horizon, and balance-sheet liquidity.
Preview:Rick Rule argues that the current setup is simultaneously constructive for resource equities and dangerous for the broader market: oil/gold/copper and select miners still look attractive, but higher rates, inflation, and liquidity stress could trigger a sharp equity selloff. He leans toward owning quality resource names, takeover candidates, and assets with strong free cash flow, while being selective on development risk and short time horizons.
Preview:Steve Barton argues that several commodity charts are still constructive, but most look tactically extended and due for pauses or pullbacks. His bigger message is that price in dollars can be misleading: he says housing has already crashed when measured against gold, silver, copper, or platinum, and he prefers relative-value ratios over nominal prices.
Preview:Steve Barten interviews Mining Stock Monkey’s Jordan about valuation and risk in precious-metals miners, royalty/streaming companies, and a few oil names. Jordan’s core message is selective and valuation-driven: he likes higher-quality royalty/streaming businesses and is cautious on many producers and developers after a huge gold move, with a particular preference for Wheaton and Royal Gold over many peers.
Preview:Steve Barton runs a Monday market moves recap focused on charts and tactical levels across major assets. He is bullish near term on equities, silver, copper, platinum, and some miners, while leaning bearish on the dollar, uranium, oil, palladium, nickel, and Bitcoin.
Preview:Steve Barton interviews Tara Christie, CEO of Banyan Gold, about the company’s Yukon gold project, upcoming resource update, and second-half-2026 PEA. The core message is that Banyan thinks it is entering a valuation-re-rating phase: it has a large, infrastructure-rich resource, fresh financing, and a bigger drill program aimed at improving minable ounces, economics, and the market’s perception of grade. Tara also frames the Franco-Nevada royalty transaction and the Victoria Gold / Eagle mine situation as helpful context for district consolidation rather than a direct threat.
Preview:Steve Barton argues that oil, coal, uranium, gold, silver, and nickel all have attractive setups, while the broader S&P 500 looks overextended and risky. His core message is tactical: use pullbacks and support levels to buy select commodity exposures, but avoid chasing the index or assuming recent strength in equities is healthy.
Preview:Steve Barton’s Monday market moves video is a broad technical weekly wrap across equities, rates, FX, metals, miners, energy, coal, and crypto. His main stance is mixed near term but with a clear preference for tactical setups: cautious on S&P follow-through, constructive on silver and nickel, bearish on copper and Bitcoin, and increasingly open to a more bullish structural oil thesis.
Preview:A long-form interview between Steve Barton, Mike Rothman, and Rick Rule argues that the oil market is much tighter than consensus believes and that the Iran/Epic Fury disruptions accelerated an already-bullish setup. Mike’s core claim is that years of underinvestment, overstated spare capacity, and bad demand data mean inventories were already headed lower before the conflict; Rick adds that delayed sustaining capex and weak drilling economics in North America make rationing by price increasingly likely. They both frame the current move as early-stage rather than exhausted, with diesel and delivered prices showing the physical squeeze before headline crude fully reflects it.
Preview:Steve Burton runs through a Monday market-moves chart review and turns broadly bullish on the S&P 500 and, more cautiously, on copper and nickel, while turning bearish on gold, silver, miners, natural gas, and oil. The video is mostly a technical/asset-by-asset read: he sees the S&P 500 breaking above resistance and eyeing 7,400, expects the DXY to eventually weaken despite a near-term bounce, thinks 10-year yields are breaking higher, and argues the recent spike in oil may fade next week. He also highlights coal as a seasonal setup, says uranium looks constructive but mixed near term, and spends time on his gold-to-silver ratio framework and premium-subscription plugs.
Preview:Rick Rule answers viewer questions on natural-resource stocks, emphasizing valuation discipline, jurisdiction risk, and liquidity awareness. He is constructive on several silver, gold, copper, uranium, and royalty names, but repeatedly stresses that he prefers large, high-quality deposits, strong operators, and clear catalysts over hype or story stocks.
Preview:Rick Rule fields investor questions on ~30 natural resource equities, cautioning about a potential liquidity crisis from high-yield bond ETFs while expressing concern over the Strait of Hormuz closure. He discusses his cash-raising posture, evaluates silver equity vs. metal timing, and gives granular stock-level takes on uranium, copper, gold, nickel, lithium, and royalty companies, emphasizing valuation discipline and jurisdictional nuance.
Preview:Rick Rule answers audience questions on resource equities, emphasizing quality deposits, capital discipline, and jurisdiction-adjusted valuations rather than broad commodity calls. The discussion spans Luca Mining, Discovery Silver, lithium, uranium, nickel, rare earths, silver, copper, oil, bonds, and Battle Bank, with Rick repeatedly preferring large, high-quality assets and warning against leverage, weak covenants, and complacency about liquidity.
Preview:Matt Warder argues coal is not in structural decline and that current geopolitical shocks are raising the floor for both thermal and metallurgical coal. He expects near-term weakness during shoulder season, but believes the lows made over the next few months could become the baseline for a multi-year uptrend in energy and materials prices.
Preview:Clem Chambers argues the market is being artificially supported by liquidity injections and that the resulting move will likely show up first in a few under-owned, tightly held sectors rather than in the broad index. He is constructive on assets that benefit from inflation, re-industrialization, and geopolitical stress, especially gold, silver, rare earths, and some industrial metals, while he is much more cautious on Bitcoin and highly speculative crypto.
Preview:Steve Burton’s Monday market wrap is broadly bullish on equities and several commodities, but he thinks the move is extended and wants more cash rather than chasing strength. He sees near-term upside in the S&P 500, copper, uranium, platinum/palladium, and Bitcoin, while the dollar and oil equities look weaker.
Preview:Rick Rule uses the episode to promote his upcoming copper boot camp, arguing that decades of underinvestment, rising demand, and long mine lead times will force copper to be rationed by price. He also answers viewer questions on Argentina, uranium, royalties, zinc, specific miners, and his decision to raise cash amid geopolitical and credit risk.
Preview:Rick Rule and Steve Barton used the session to answer subscriber questions across copper, uranium, gold/silver, oil, royalties, and a handful of specific miners. The main posture was constructive on copper and uranium, selectively bullish on several gold/silver names, and more defensive on macro risk: Rick said he is raising cash because he worries about geopolitics, oil supply, credit stress, and a possible liquidity shock.
Preview:Rick Rule argues the market is underpricing an emerging energy shock tied to the Strait of Hormuz, with oil/LNG potentially repricing sharply within weeks if the disruption persists. He is also constructive on uranium because of renewed geopolitical urgency, reactor restarts, and the possibility that a lot of sold uranium was actually leased and must be repaid. On copper, his near-term view is cautious because recession fears and higher rates could soften prices, but his medium- and long-term thesis is strongly bullish: the world has underinvested for decades, grades have fallen, replacement capital is huge, and copper will eventually have to be rationed by price.
Preview:Steve Burton’s Monday market moves video is a technical, chart-driven recap of broad commodities and major macro assets. He is short-term cautious on U.S. equities and the dollar, constructive on gold and several industrial/precious metals over the medium term, and bearish near-term on oil, natural gas, coal, and uranium. The video also includes several listener Q&As and a long promotional segment for premium membership and related boot camps.
Preview:Michael Oliver argues that the stock market is in a laborious topping process and that recent selloffs tied to tariffs and war headlines are temporary, not the start of a durable collapse. He is much more constructive on commodities—especially silver, gold, oil, and commodity-related equities—saying silver has entered a rare breakout phase that could reach $300 to $500 very quickly, while oil and the broader commodity complex should trend higher over the next several quarters to years.
Preview:Jordan Roesch argues that mining investors should prioritize balance-sheet safety, long mine lives, and valuation discipline, especially because a gold pullback can crush miner margins. He prefers royalty/streaming names for first entry points, thinks Royal Gold still screens cheap versus peers even after adjusting for debt and acquisition effects, and says some former tech darlings like Alphabet and Meta now look surprisingly attractive on valuation.
Preview:Steve Burton delivers a broad Monday market wrap focused on charts and trade setups across equities, FX, rates, precious metals, energy, industrial metals, and crypto. His near-term stance is mixed but generally tactical: he expects the S&P bounce to meet resistance, the dollar to weaken, gold and silver to consolidate after strong weeks, oil to roll over despite a sharp rally, and several metals/miner names to stay constructive on pullbacks.
Preview:John Polomny argues that the market has become a geopolitical emergency, with the Strait of Hormuz and Red Sea shipping disruption making energy flows the dominant macro variable. He says this is not an investor's market but a trader's market: most people should move to cash, while he expects volatility, fuel shortages, and cascading effects into food, freight, fertilizer, and eventually gold and miners.
Preview:Steve Barton argues the recent oil spike from the Iran conflict has likely gone too far tactically, while gold, silver, and uranium are back to looking attractive on pullbacks. He frames the move as a rotation: trim or sell covered calls on stretched oil names, and start reallocating into bullion, miners, and uranium exposure.
Preview:Steve Barton runs through Monday market moves with a mostly technical, near-term bearish bias on equities and a constructive but uneven setup in metals/commodities. He thinks the S&P 500 is still vulnerable after breaking support, sees gold and some miners as stronger on pullbacks to the 200-day moving average, and treats oil as a tug-of-war between bearish charts and war-driven fundamentals. He is also cautious on Bitcoin and selective on silver, copper, uranium, and nickel.
Preview:David Skarica argues the recent precious-metals pullback is a healthy-but-painful correction inside a still-bullish long-term setup, while the S&P 500 looks vulnerable to a larger drawdown if the market loses key support and a broader liquidity scare develops. He is positioning defensively in cash and shorts near term, but still wants to scale back into gold, silver, energy, and select miners on weakness.
Preview:Steve Barton runs a Monday market moves recap focused on technical levels across broad markets, precious metals, miners, energy, commodities, and Bitcoin. His main call is that the S&P 500 looks lower, the dollar may break down further, gold and silver likely need more downside or sideways-to-down consolidation after sharp weekly drops, while oil and some energy-related trades remain relatively strong. He also highlights several buy-the-dip or stink-bid levels in miners, uranium, platinum, palladium, commodities, and ETFs, with a mix of short-term bearishness on metals and selective medium-term optimism on a few resource themes.
Preview:Rick Rule argues the current pullback in gold, silver, and miners is a feature, not a bug: a better entry point for long-term holders. He is broadly constructive on precious metals, energy, selected royalty/streaming names, copper, and some rare earth exposure, while warning that many junior and critical-mineral names are too narrow, too speculative, or too expensive after recent runs.
Preview:Rick Rule argues the recent selloff in gold, silver, and precious-metals equities is a buying opportunity rather than a warning sign. He says the long-term thesis remains intact, oil spikes may pressure miners’ margins, and several resource names still look attractive despite near-term volatility.
Preview:Rick Rule argues the pullback in precious metals, miners, and related equities is a buying opportunity rather than a thesis break. He is still constructive on gold, silver, royalties/streaming, oil, coal, rare earths, and some copper-linked names, while warning that higher oil, war-driven supply shocks, and financing constraints can create short-term pain and operational headwinds.
Preview:Doomberg argues the Iran war and Strait of Hormuz disruption are a major geopolitical shock, but not necessarily a lasting oil super-spike. His core view is that oil is surprisingly well bid around $95 because the market can offset part of the loss through rerouted flows, higher non-Hormuz production, inventories, strategic reserves, and demand destruction; he still thinks oil should be much lower in 12–18 months.
Preview:Steve Bordon’s Monday market wrap argues that the week’s big move was a broad risk-off rotation triggered by war fears: stocks, metals, copper, and several miners weakened while oil, the dollar, and volatility rose. His near-term view is most bearish on gold/silver/miners and still constructive on oil and the dollar, with several buy-the-dip levels outlined for uranium, copper, and metals if the selloff extends.
Preview:Don Durrett argues that the macro regime has shifted decisively in gold’s favor because decades of debt accumulation, deficit spending, and policy choices have left the U.S. in a point-of-no-return trap. He says the Fed and Treasury are increasingly constrained, bonds are becoming less attractive, and that will eventually force a rotation from the S&P 500 into gold, silver, and miners.
Preview:Steve Barton interviews Adrian Day about commodities into 2026, with the focus on gold, copper, oil, silver, and some agriculture. Day argues gold still offers the best risk/reward because central banks and large non-price-sensitive buyers remain active while retail/generalist participation is still limited. He is more constructive on copper and selectively constructive on agriculture, but less enthusiastic on oil after its recent move.
Preview:Joe Mazumdar argues the junior mining market is shifting from exploration M&A to development M&A, with more capital flowing to projects in safer jurisdictions and to commodities tied to security, energy, and infrastructure. His near-term emphasis is that gold, silver, copper, uranium, rare earths, and antimony are all benefiting from different parts of that theme, while higher energy costs and geopolitical disruption are squeezing margins and changing which projects get financed.
Preview:Steve Borton’s weekly market wrap frames the tape as a broad risk-off rotation: equities rolled over, the dollar and yields bounced, gold and silver weakened, uranium and base-metal miners got hit, and oil exploded on Iran/Strait of Hormuz fears. His immediate focus is tactical charts and limit-order levels, with the clearest standout being WTI’s 35.6% weekly surge and his view that the oil move has already been partly priced into equities.
Preview:Interview with Magna Mining CEO Jason Jessup covering the company's strategy to consolidate and restart high-grade copper-nickel-PGM assets in Sudbury Basin. McCreedy West is currently producing (~60-65% copper revenue); Levack mine restart is the near-term priority (PEA due Q3 2026); Crean Hill PFS also due Q3 2026. Jessup highlights nickel price optionality — sustained $8/lb nickel would make the Intermain nickel zone at McCreedy West economic within ~3 months. Management has a proven track record from FNX Mining (sold for $1.8B in 2010). M&A for non-core Vale/Glencore assets remains central to growth. Market cap ~C$700M, cash ~C$63M, ~C$24M in convertible debentures. Steve Burton is a shareholder.
Preview:Steve Barton interviews Teo Dechev, CEO of Mundoro Capital, about the company’s copper prospect-generator model, its low-dilution funding structure, and current JV work with BHP and other partners. The core pitch is that Mundoro can offer shareholders copper exposure with limited dilution, funded exploration spend, and potential upside from discoveries and royalties.
Preview:Steve Burton runs a weekly chart-based market recap and is broadly bullish precious metals, especially silver, while remaining cautious on copper, uranium, oil equities, and bitcoin. The main near-term message is that gold, silver, and miners are seeing breakout/catch-up behavior, but most of those moves still need confirmation via retests or follow-through to prove they are durable.
Preview:Steve Barton argues precious metals remain constructive but with a near-term split: gold looks stronger than silver, silver may face rejection around $92, and miners could outperform the metals if the current breakout holds. He is also positive on nickel sulfide opportunities, cautious-to-bearish on oil stocks near term despite geopolitical risk, and still constructive on copper over the long run but expects a sideways-to-down pause first.
Preview:Rick Rule used the Q&A to argue that the Wheaton Precious Metals–BHP streaming deal is a template for future copper financing: copper majors can lower capital costs by selling precious-metal streams, while royalty/streaming firms get scalable growth with less operating risk. The rest of the session was a wide-ranging stock-and-commodity Q&A, with Rick emphasizing selectivity, jurisdictional risk, and the need to understand balance sheets, geology, and financing before buying juniors.
Preview:Rick Rule frames the interview around resource investing, with the most important near-term theme being the monetization of precious-metal streams inside big copper projects. He argues the Wheaton/BHP transaction shows streaming companies can pay much higher multiples for gold and silver revenues than base-metals operators, and that this will unlock substantial new deal flow over the next decade. The rest of the Q&A is a fairly candid tour of his rankings, current positions, and where he sees value or risk across silver, uranium, royalty companies, nickel, oil and gas, and select miners.
Preview:Rick Rule says the Wheaton/BHP streaming deal proves precious-metal byproducts in copper assets are worth much more when carved out into royalty/streaming vehicles. He then uses a long Q&A to rank resource names, reiterate that juniors are speculation, and argue that uranium, select silver names, and hated offshore oil plays still offer selective opportunity.
Preview:Tom Hartel presents a mostly bullish, stock-picker-driven case across energy, drillers, a turnaround retail name, a tin miner, and a video game publisher. He frames several names as “safe” income or value holdings, but the highest-conviction ideas are clearly the speculative turnarounds and catalysts—especially KMD Brands, Alphamin, and Take-Two on the expected GTA 6 release. He also argues the energy sector remains undervalued, with long-lived demand and share buybacks supporting multiple names.
Preview:Rick Rule argues that while equities and resource markets are broadly strong, oil is tactically expensive today relative to a 3–4 million bpd surplus, even though an Iran-related disruption could briefly spike prices. His bigger thesis is copper: years of underinvestment, long permitting delays, and rising government take make a supply shortfall increasingly unavoidable, which should lift copper prices and benefit long-lived developers, royalty/streaming firms, and disciplined capital providers.
Preview:Steve Burton runs a Monday market-moves chart review and stays broadly constructive on precious metals and select miners, while expecting near-term pullbacks or consolidation in several overheated areas. His main tactical call is that the S&P 500 likely bounces toward 7,000 before any larger downside plays out, the dollar may stall near 98.50, gold is pressing into major resistance around 5,200, and silver/miners look weaker than the headline metal despite strong year-to-date momentum. He also sees oil and uranium as stronger structurally but better bought on dips, and he thinks Bitcoin could pop toward 75k before a much larger eventual downside scenario.
Preview:Steve Barton interviews Justin Huhn of Uranium Insider about uranium supply/demand, the recent spot-price spike and retrace, and what recent deal activity means for the sector. Huhn stays broadly bullish, arguing demand keeps rising, supply growth remains uncertain, and recent big developments around Bannerman and NextGen point to stronger long-term fundamentals.
Preview:Steve Barton gives a chart-led Monday market wrap and is broadly cautious on equities, the dollar, silver, copper, and some precious-metals charts, while staying constructive on oil, uranium, and selectively on gold-related miners. His main near-term message is that several assets look extended or rolling over, but he sees a few tactical setups where pullbacks could be bought and a couple of trends — especially oil and uranium — still look favorable.
Preview:Rick Rule says he has rotated most of his personal gains out of silver and speculative resource stocks and is now looking for hated, under-owned ideas: sulfide nickel, conventional offshore oil exploration in frontier markets, and selectively re-entering certain resource names only after taking profits elsewhere. He is constructive on several copper, uranium, gold, silver, and oil-linked names, but repeatedly emphasizes risk, jurisdiction, and valuation discipline.
Preview:Rick Rule argues that the best opportunities remain in contrarian natural-resource trades, with uranium his top current preference, oil equities still underpriced relative to future supply stress, and select precious-metals names attractive after volatility reset sentiment. He frames silver and platinum as examples of why buyers should prefer weaker prices when the underlying narrative remains intact, while also emphasizing Latin America, especially Chile, Brazil, and Argentina, as key mining jurisdictions with differing political and infrastructure profiles.
Preview:Steve Bordon runs a chart-driven Monday market recap and is broadly bearish on U.S. equities, Bitcoin, copper, platinum, palladium, and near-term gold/silver, while remaining structurally constructive on gold, silver miners, oil, and nickel. He repeatedly uses limit-order “buy zones” and emphasizes technical levels, with the main near-term theme being that several recent breakouts look extended and may need to retrace before higher-quality entries appear.
Preview:The video is a concise technical-analysis lesson on the bull flag pattern. The speaker uses GDX, the gold miners ETF, to show how to identify the pole, the sideways/downward flag, the breakout, and how to project a target by measuring the pole’s height and extending it from the breakout point.
Preview:Steve Barton gives a beginner-friendly technical breakdown of the double bottom pattern using S&P 500 examples from 2015 and 2016. His core message is that the highest-risk-adjusted entry, in his view, is often on the second test of the low when RSI is less oversold and shows divergence, rather than waiting for neckline confirmation.
Preview:Steve Barton walks through a broad weekly commodity and macro tape, arguing that gold, silver, miners, and several metals are in a corrective washout after strong runs, while crude oil and nickel look more constructive. He thinks the S&P 500 has likely topped near 7,000, the dollar looks structurally weaker, yields should drift lower, and the precious-metals pullback creates better future entry points rather than ending the thesis.
Preview:Jordan Rushi of Mining Stock Monkey argues that the precious-metals bull market is likely late-stage and volatile, but he still prefers high-quality royalty companies because they can survive drawdowns and use bear markets to buy distressed assets cheaply. His top immediate conviction is Royal Gold, which he says remains undervalued even under much lower gold/silver assumptions and may get an S&P 500 inclusion boost.
Preview:Tony Greer argues that the secular bull market in gold, silver, and many hard assets is still early, while the U.S. dollar likely keeps weakening and Bitcoin is his outlier bearish call. He ties the setup to lower rates, weaker institutional credibility, portfolio reallocation into metals/miners, and a broader regime change away from tech dominance toward resources.
Preview:Steve Burton’s Monday market wrap argues that the precious-metals complex is in a powerful breakout, led by silver, with gold, miners, platinum, palladium, and even some industrial metals showing momentum. He is bullish on gold and silver near term, thinks silver miners lag spot and still have catch-up room, and sees several commodity charts as confirming a broader re-rating across metals.
Preview:Charlotte Mloud says precious metals just had another record week, with gold nearing US$5,000 and silver above US$100. She argues the move is being supported by geopolitical तनाव and that investors are starting to rotate some profits into cheaper areas like oil and gas, while the precious-metals bull market still looks intact.
Preview:Steve Barton argues the big rotation trade is shifting from precious metals into oil and select oil/gas equities, while still expecting further upside in gold, silver, and platinum. He’s trimming uranium and silver into strength, and sees copper as a near-term pullback opportunity with a constructive 2026 backdrop.
Preview:Doomberg argues that energy is the organizing principle behind wealth, geopolitics, and even the current market move in precious metals. He connects thermal comfort and standard of living to how much energy a person, household, or nation can waste, then extends that framework to Ukraine, NATO/EU weakness, dollar debasement, and the surge in gold and silver.
Preview:Steve Barton’s weekly market wrap is broadly bullish on risk assets in the very near term, but he is more cautious on metals after strong runs. He expects the S&P 500, Dow, DXY, and Bitcoin to be higher next week, thinks Treasury yields have room to rise, and sees oil breaking out with support holding near key moving averages. He likes gold, silver, uranium, and oil as longer-running holds, but trims or waits for pullbacks because several charts show negative RSI divergence and late-stage breakout behavior.
Preview:Rick Rule and Steve Barton spend most of the session on precious metals portfolio management, especially silver. Rick argues he sold most of his physical silver after an enormous run, rotated some proceeds into silver equities and SPROTT/Sprott-related exposure, and says the key lesson is to take money off the table when a commodity meets your goals rather than let FOMO rule. He also runs through a long list of gold, silver, royalty, copper, and producer names, mostly framing them around valuation, capital allocation, and political risk rather than pure price momentum.
Preview:Rick Rule argues that the big opportunity in precious metals is not just owning bullion after huge moves, but rotating into higher-quality or more leveraged vehicles and taking profits when the market has already done a lot of the work. He is constructive on silver and gold equities, copper, select royalty names, and a number of higher-risk resource juniors, while remaining very selective on management quality, capital allocation, and political risk.
Preview:Steve Barton’s Monday market wrap argues that the commodity complex is broadly strong, with gold, silver, miners, copper, uranium, oil, coal, platinum, and nickel showing notable weekly gains, while natural gas is the main weak spot. He sees a generally bullish tape for several metals and energy names into next week, but he also flags a few tactical resistance levels and a couple of near-term pullback risks.
Preview:Rick Rule framed the current setup as a broad commodity bull market led by gold, silver, and copper, while oil and gas remain weak and under-owned but likely stronger over a longer horizon. The Q&A then moved through a series of junior-mining and resource-stock names, with Rule emphasizing geology, valuation, permitting, and his preference for big asymmetric upside over short-term trading.
Preview:Rick Rule used the Q&A to argue that the current commodities bull market is broadening, with gold, silver and copper stronger while oil and gas remain depressed. He is constructive on precious metals, copper, selected miners and long-dated oil-and-gas exposure, but repeatedly stressed that speculations should be sized for multi-year horizons and high loss tolerance.
Preview:This interview is a bullish pitch for Nations Royalty, a Canadian indigenous-led royalty company. Cody Penner argues the company can create value by consolidating royalty interests held by indigenous groups on major mines, with Brucejack generating current cash flow and KSM providing the largest long-dated optionality.
Preview:Rick Rule argues that several commodity markets are being driven by structural supply constraints rather than short-term headlines, with the strongest current opportunity in copper’s longer-term deficit, while silver and platinum-group metals are already more extended after sharp rallies. He is also cautious on near-term oil and bonds: oil looks oversupplied today, but underinvestment points to a tighter market in 2027-2028; bonds are unattractive if you think the dollar is losing purchasing power faster than CPI suggests.
Preview:Michael Oliver argues that a major asset-class rotation has already begun: U.S. equities are in a topping process while gold, silver, and miners have just broken out versus the S&P 500. He is especially aggressive on silver, saying it can move into the “couple hundred dollar range” within a couple quarters, with interim pullbacks but no evidence yet of a terminal top.
Preview:Steve Bordon’s Monday market wrap is a technical, commodity-heavy review. He is short-term bearish on gold and silver after sharp weekly pullbacks, but still very constructive longer term on precious metals and miners. He also expects a near-term dollar and yield push higher, sees oil as a tactical spike-on-news/fade-the-rally setup after the Venezuela shock, and stays bullish on uranium, copper, platinum, palladium, rare earths, and selected mining ETFs on pullbacks or breakout retests. Bitcoin is framed as a short-term bounce candidate inside a larger bearish pattern.
Preview:David Skarica argues the global economy is weakening beneath superficially okay GDP prints, with high debt, tariffs, and persistent long rates pointing to recession risk rather than a soft landing. His preferred expression is to short corporate bonds via LQD on the view that credit spreads can reprice sharply if growth cracks, while the longer-term winners remain junior precious-metals miners, with silver and related resource equities seen as the highest-leverage opportunities.
Preview:Steve Barton ran a live technical market Q&A focused on year-end chart setups across equities, rates, the dollar, gold, silver, copper, uranium, oil, and a few miner/royalty names. His tone was broadly constructive on metals and copper structurally, but near-term cautious on gold and especially silver, and he also leaned bearish on oil and more cautious on the S&P 500 after a late-session selloff.
Preview:Steve Burton runs a weekly market-moves wrap focused on charts and tactical levels. The main message is broadly bullish on precious metals—gold, silver, miners, platinum, and palladium are all described as strong or in breakout mode—while he is more cautious on the dollar, oil, and Bitcoin. He also expects holiday-thin trading, lower VIX, and potentially a bounce in the dollar and VIX as professionals return next week.
Preview:Steve Barton says gold, silver, platinum, palladium, and copper are all in confirmed breakouts, and he wants to stay long while trimming into strength and eventually rotating into oil equities. He frames the setup as a commodity super-move driven by supply constraints, underinvestment, and a weakening dollar/fiat backdrop, but keeps stressing that profitable exits require watching sentiment, ratios, and fanfare rather than price alone.
Preview:Steve Burton’s Monday market wrap is broadly bullish on commodities and metals, especially silver, platinum, gold, copper, uranium, and nickel, while staying constructive-to-bearish on crude oil, natural gas, and Bitcoin. He sees equities still grinding higher near-term, the dollar and yields potentially rebounding, and says precious metals are in a powerful bull phase but getting a bit stretched in the very short run.
Preview:Steve Barton argues that the precious-metals bull market is still intact, with gold, silver, platinum, and palladium all in strong technical uptrends and little evidence of a major top yet. He thinks silver remains the most explosive setup, gold’s next leg could carry toward the low-$5,000s, and any near-term correction in metals would likely be brief unless a broader liquidity shock hits equities.
Preview:Steve Barton argues that silver has already broken out into a parabolic phase and may have much more upside, with chart targets around $69 near term, $83 on Fibonacci extension, and even $100+ if the move extends. He is similarly constructive on gold, platinum, copper, uranium, and selected miners, while staying tactically cautious on oil and warning that the precious-metals move could eventually reverse sharply.
Preview:A company interview on Nation’s Royalty, a royalty vehicle focused on indigenous communities in Canada, with chief investment officer Derek Patenton explaining the business model, current portfolio, and why KSM is the main long-term value driver. The core pitch is that packaging indigenous royalty streams into a public company can diversify risk, improve valuation, and create a more durable cash-flow stream for communities than holding single agreements in isolation.
Preview:Rick Rule argues that precious metals are already in a bull market, while industrial metals are not yet fully there. He is constructive on gold and copper over a multi-year horizon, cautious on silver in the short run because the chart is stretched, and bearish on oil demand in the near term despite longer-term supply underinvestment.
Preview:Steve Barton’s Monday market wrap is broadly bullish on precious metals and selected miners, cautious-to-bearish on equities, oil, natural gas, and several market indicators in the near term. He frames the week as a rotation where gold, silver, platinum, palladium, copper, uranium-related names, and some mining ETFs are strengthening while the S&P 500, dollar, VIX, and energy-related areas show either topping patterns or short-term weakness.
Preview:Rick Rule argues the precious-metals bull market is intact but could be choppy in the near term, with gold and silver likely benefiting from Fed rate cuts, politicized monetary policy, and long-run dollar debasement. He then spends most of the session answering viewer questions on specific resource names, repeatedly preferring large, liquid producers and strong deposits with management he trusts, while warning about execution, permitting, capex inflation, and financing terms.
Preview:Rick Rule says gold and silver remain in a major bull market, but the recent move may be due for a near-term pause. His bigger message is that the U.S. dollar’s absolute purchasing power is likely to keep eroding, which supports hard assets over the long run.
Preview:This live Q&A is mostly a chart-driven market wrap focused on metals, uranium, coal, hydrocarbons, and a few mining equities. The speaker is broadly bullish on silver and gold, cautious-to-bearish on the S&P 500 and some oil names in the near term, and uses moving averages, flags, cups, and RSI divergence to frame entries, exits, and risk/reward levels.
Preview:Steve Barton argues silver has confirmed a major breakout, with gold, copper, and uranium also constructive, while the S&P 500 and near-term oil look weaker. The interview is a chart-driven tour of commodity setups, emphasizing specific support/resistance levels, breakout targets, and disciplined risk management.
Preview:Steve Barton runs a Monday market moves technical recap and is broadly constructive on metals while cautious on major U.S. equities. He thinks the S&P 500 may have already made its all-time high, sees Nvidia as a weak link, expects the dollar and yields to firm, and argues gold is consolidating while silver looks stronger and possibly headed toward a breakout. He is also positive on copper, uranium, natural gas, and several miners, but near-term bearish or cautious on oil, XLE, Bitcoin, and some broader equity indexes.
Preview:Jordan Rushi says the biggest opportunity right now is in large-cap royalty companies, especially Royal Gold, which he believes is materially undervalued and could rerate sharply even if gold does not rise further. He is constructive on gold and silver in the near term, still likes accumulating oil and nickel on weakness, and is notably more cautious on smaller royalty/mining names because overhead, debt, and dilution are consuming too much of their cash flow.
Preview:Doomberg argues that global hydrocarbon markets are well supplied, oil is grinding lower in real terms, and natural gas is the most important near-term marginal driver because AI/data-center demand, winter weather, and regional bottlenecks are starting to tighten gas while leaving crude relatively soft. He also frames energy, geopolitics, and finance as increasingly linked through physical constraints and price spreads, with the US benefitting from abundant gas and flexible shale output.
Preview:Steve Barton runs a weekly market-moves update and is broadly bullish on the precious-metals complex, especially silver, while expecting a near-term pullback in several crowded trades. The standout theme is silver’s breakout to new all-time highs, with gold, miners, platinum, palladium, copper, and select commodity ETFs also showing strength, while the S&P 500, crude oil, uranium, and Bitcoin are framed more cautiously for the coming week.
Preview:IRA specialist Dennis Blitz explains how self-directed IRAs and solo 401(k)s can invest far beyond stocks, bonds, and mutual funds — into rental real estate, private businesses (passive only), gold, and more — all while growing tax-free inside a Roth wrapper. Key structural points: IRAs can partner with other IRAs to pool capital, IRAs can borrow via non-recourse loans, gold must be held by a neutral depository, and the five-year rule on Roth accounts is a critical timing detail. The pitch is practical tax-optimization education, not a market call.
Preview:Bruce Bragagnolo, CEO of Regency Silver (RSMX / RSMXD), presents his early-stage silver-gold-copper exploration company at the 2025 New Orleans Investment Conference. The company has drilled ~10 holes at a historic silver mine site in Sonora, Mexico, hitting high-grade gold (a surprise) alongside copper and silver. Bragagnolo describes a high-sulfidation epithermal system with a breccia structure, sees potential for a ~5M oz AuEq deposit, and aims to drill it out to attract a buyout from a mid-tier or major. He also addresses Mexico's mining regulatory environment, claiming the open-pit ban is off the table but permitting remains slow.
Preview:Alan Hibbard (GoldSilver.com) sits down with Steve Barton at the 2025 New Orleans Investment Conference to lay out a hyper-bullish silver thesis. He argues that every lens — supply, demand, recession, expansion, industrial use, monetary demand — now points in the same direction for silver. A five-year structural deficit, breaking paper-market suppression, and what looks like a short squeeze set up a "vertical" price move. He also frames gold within a coming global monetary reset (a new Bretton Woods-style system within Trump's term), explains his intrinsic vs. extrinsic value framework, and positions silver as his most exciting asset over the next 1–4 years.
Preview:Mike Maloney lays out his thesis that the global fiat currency system is structurally doomed — built on fraud, theft, and enslavement — and that a financial upheaval bigger than 2008 is coming. He argues gold and silver are the only honest money with a 5,000-year track record, dismisses concerns that gold has peaked by citing the Dow/gold ratio and gold/M2 ratio, and explains why the debt-based system mathematically cannot be paid off. The conversation is a macro framework interview rather than a near-term trading call.
Preview:Steve Burton’s weekly market wrap is broadly bullish on hard assets over time, but near term he thinks several of them are vulnerable to further consolidation because the dollar has broken above its 200-day average, miners are weakening, and risk appetite has picked up. He is more constructive on uranium, some silver setups, and selectively on oil/coal/rare earths at lower prices, while bitcoin looks washed out and may still have another leg down before stabilizing.
Preview:Vince Lanci argues that governments are entering a multi-year era of coordinated money printing, selective price controls, and financial repression, which should favor hard assets like gold and silver. He is constructive on silver structurally, but warns that it remains volatile, can sell off in a broad crash, and is best owned in forms with strong exit liquidity and sovereign-mint recognition rather than collectible or obscure products.
Preview:Steve Barton interviews Bob Quartermain of Dakota Gold about a gold-development thesis centered on South Dakota’s Homestake district. Quartermain argues the company is unusually de-risked for a junior miner because the projects sit on private land in a mining-friendly U.S. jurisdiction, near infrastructure, with an experienced local team and a large, already-defined resource base.
Preview:Adrian Day argues the macro backdrop is turning more stagflationary: the U.S. economy is slowing more than the consensus thinks, inflation is likely to stay stubborn, and central banks are easing too early. He thinks the dollar can bounce tactically but remains in a medium-term downtrend as reserve managers keep reducing dollar exposure. On precious metals, he says gold and silver have pulled back after a very fast run, but neither looks close to a major top because valuation, inflows, and central-bank demand still support the bull market.
Preview:Steve Barton says his mining-stock process is built around finding large, growable deposits run by experienced teams, then combining fundamental diligence with technical entries and exits. In this interview at the New Orleans Investment Conference, he argues that conference attendance itself is a sentiment tell, favors companies with proven operators and backers like major miners, and says his 2026 commodity pick is copper.
Preview:Steve Barton’s weekly market wrap is broadly bullish on gold, silver, miners, and several commodity-linked ETFs, but he expects a near-term pullback or consolidation in many of them after strong recent moves. The clearest tactical call is that silver just made a new intraday all-time high, is likely to correct first, and that the current setup favors accumulating quality gold/silver miners on dips rather than chasing strength.
Preview:Steve Barton interviews Marco Roque, CEO of Cassiar Gold, at the 2025 New Orleans Investment Conference. Roque pitches Cassiar as deeply undervalued: a ~US$25-30M market cap against a 2.6M oz gold resource worth ~US$10B in-ground metal. The company holds 59,000 hectares in British Columbia with five past-producing mines, two existing permits, paved road access, and a fully-owned 300 tpd mill. Catalysts include 7,300m of pending drill results, metallurgical studies, and a maiden PEA, all expected in H1 2026. Insiders own ~15%, including ~5% by Roque, with ~30% institutional ownership (Crescat, US Global, Sprott). Roque targets doubling the resource to 5M oz as a "not very ambitious" near-term objective and envisions potential production within five years.
Preview:Don Durrett argues the US is entering a broader economic/bond-market crisis that will push capital toward gold and, eventually, gold and silver miners. He is bullish on the current bull market, expects another correction in both metals and miners, but thinks the larger trend remains up, with gold targets around $6,000 and silver in the $125-$150 zone over the next few years.
Preview:Interview with Seabridge Gold CEO Rudi Fronk at the 2025 New Orleans Investment Conference. Fronk argues SA is extremely undervalued — trading at <$15/oz gold in the ground vs. industry average >$80/oz, and <10% of NAV vs. ~55% industry average. The core catalyst: SA is in final JV discussions with three major mining companies for its KSM project (world's largest undeveloped gold deposit, 183M oz Au, 59B lbs Cu) and expects a deal announcement before year-end 2025. He cites vastly improved free cash flow at large miners as the reason "this is the year" after a decade of waiting.
Preview:Susan Stroud, founder of No Bull Ag, delivers a boots-on-the-ground interview about US agricultural markets. Her core thesis: US agriculture is in a "policy business" era where trade wars, biofuel mandates, and government uncertainty are driving markets more than supply/demand fundamentals. She is structurally bullish on soybean oil due to the 45Z tax credit nearly tripling in 2026 and EPA rules favoring domestic feedstocks, but warns that delayed regulatory guidance is paralyzing markets. On soybeans, weather risk in South America keeps upside tail risk alive despite record Brazilian production. She is bearish on wheat due to global oversupply and uncompetitive US pricing. She criticizes the incoherence of US trade policy toward China and the administration's support for Argentina, which she says alienated farmers. She emphasizes palm oil as the overlooked vegetable oil that drives global pricing dynamics.
Preview:Steve Barton interviews Luca Mining CEO Javier Reyes at the 2025 New Orleans Investment Conference. Reyes outlines the company's turnaround: market cap now over C$300M, debt reduced from US$60M+ to ~US$8M, recently added to GDXJ. The company produces gold, silver, copper, and zinc (roughly 25% each) from two Mexican mines. Reyes targets 200,000+ AuEq ounces within 2-3 years, aiming for a NYSE listing and re-rating toward a potential multi-billion dollar market cap. He emphasizes tight insider ownership (~50%), local community integration, and a personal philanthropic mission funding children's heart surgeries.
Preview:Steve Barton runs a Monday market recap focused on commodities and technical levels. His broad view is that equities and several commodity charts look set for near-term bounces or consolidations, while uranium, silver miners, nickel miners, rare earths, and Bitcoin look technically weaker and may offer lower entry points.
Preview:Jason Hartman argues that single-family rental real estate in "linear" (low-land-value) markets is a superior investment to precious metals because it offers leverage, tenant-paid debt service, tax benefits, and commodity exposure through the physical materials in the structure. He introduces his "packaged commodities investing" framework and the LTI (loan-to-improvement) ratio, advocating for markets where improvement value dominates land value. He dismisses cyclical coastal markets as speculative and hostile to landlords, and frames gold as insurance rather than a wealth-building investment.
Preview:Steve Burton interviews Tara Christie of Banyan Gold at the 2025 New Orleans Investment Conference. The discussion is a bullish, company-specific update: Banyan’s Yukon project has 7.7 million ounces total resources, $42 million cash, no debt, active drilling, and a path toward a starter pit driven by higher-grade zones. Christie argues the stock has not yet rerated to gold prices, that M&A in the district could revalue the asset, and that a potential sale of nearby Victoria Gold could bring more attention to Banyan. She also highlights a newly recognized high-grade silver zone as a potential bonus upside.
Preview:Matt Warder of Seawolf Research discusses the coal market (thermal and met) and the emerging rare earth elements space from the 2025 New Orleans Investment Conference. Coal prices remain rangebound — met coal near $175-200, thermal coal bottoming near $110 Newcastle — with Chinese steel exports still an overhang. The rare earth sector is in "Wild West" territory: prices are opaque, supply chains are fragmented, and government funding will determine winners. He highlights Ramico Resources (MTC) as a speculative rare earth play attached to a viable coal mine, but warns the whole sector is frothy after a gamma-squeeze-like run and needs to cool off before serious entry.
Preview:Jordan Roy-Byrne, CMT and founder of The Daily Gold, frames the current macro environment as analogous to the mid-to-late 1960s: bonds in a secular bear, stocks and gold both in secular bulls. He sees gold and silver in an intermediate correction (gold to ~$3,500-3,700, silver to low $40s) before the next major leg up. His core advice: ignore macro doom porn and focus on researching individual junior mining companies that can perform even if metals prices stay flat. He identifies gold breaking out against the S&P 500 as the key catalyst for gold to eventually double and silver to hit $100.
Preview:Darrell Thomas argues that a mix of debt, deficits, currency debasement, and geopolitical fragmentation is creating a strong backdrop for gold and related precious-metals trades. He is broadly bullish on gold, even more constructive on silver over the next year, cautious on rare earths and near-term oil, and says he is taking profits and parking cash because many names have run too far, too fast.
Preview:Steve Burton’s Monday market wrap is broadly bullish on equities and the dollar near term, but tactically bearish on gold, silver, and several miners after monthly/weekly topping-tail type reversals. He argues the best current setup is to buy precious-metals weakness in tranches, while favoring strength or possible follow-through in uranium, coal, and some industrial metals if broader liquidity and inflation dynamics keep evolving as he expects.
Preview:Rick Rule says he rotated further out of junior gold/silver risk after recouping his capital, redeploying into physical gold, royalty names, and especially oil and gas. He remains constructive on hated commodities and sees the current opportunity set as driven by cheap assets, strong operators, and improving capital access, with uranium, rare earths, select gold developers, and midstream infrastructure still on his radar.
Preview:Steve Barton says gold and silver have probably entered a healthy correction after a strong run, and he sees more near-term downside before the bull market resumes. He is more interested in buying pullbacks than chasing strength, while also flagging uranium, rare earths, oil, and nickel as the next unloved commodity themes worth studying.
Preview:Steve Burton runs a Monday market wrap focused on charts and tactical levels across major assets. His near-term view is mostly cautious-to-bearish for gold, silver, gold miners, and some industrial metals/miners after sharp recent runs, while he remains constructive on longer-run themes like monetary debasement, uranium, copper, oil, and selected commodity exposures.
Preview:Charlotte McLeod, host at Investing News Network, sits down with Steve Barten to discuss her macro concerns (sticky inflation, confusing jobs data, untenable US debt), her core commodity focus (gold, silver, uranium), and under-the-radar areas she's watching (critical minerals, agricultural commodities, water). She notes growing generalist anxiety about the economy, suggests profit-taking in gold is now viewed as contrarian by retail, and reveals she personally holds physical gold and silver as a hedge. The conversation balances macro worry with pragmatic optimism, anchored by McLeod's 13 years of editorial experience in the mining and commodity space.
Preview:Lobo Tiggre says he remains bullish on gold, silver, copper, and uranium, but his near-term message is disciplined profit-taking rather than chasing strength. He argues copper is his highest-conviction long-term commodity because of structural supply constraints and slow mine permitting, while uranium benefits from policy support and lack of substitutes. He is more cautious on oil and insists junior miners trading cheap need a clear reason to be cheap, not just a low price.
Preview:Steve Burton runs a Monday market wrap focused on charts and positioning across equities, rates, the dollar, precious metals, energy, uranium, coal, industrial metals, and Bitcoin. His core message is that gold and silver are still in a strong bull market, but near-term technical signs like backwardation, bearish engulfing candles, and weakening miners suggest an interim peak or pullback is possible even as the broader trend remains constructive.
Preview:Justin Huhn argues the uranium market remains structurally bullish despite a recent equity surge and some minor supply downgrades. He says the U.S. still needs life extensions, the market is still roughly 30 million pounds short this year, utilities are not yet back in size on term, and spot buying plus thin inventories are setting up a favorable backdrop. He also says data-center demand is a tailwind, but even if that narrative weakens, uranium remains bullish because the underlying reactor fleet and supply deficit do not depend on it.
Preview:Michael Oliver argues that U.S. equities are in a major momentum-defined topping process, while gold, silver, and selected miners are entering a much larger monetary upswing. His most aggressive call is that gold could reach $8,000 if it repeats prior eightfold bull legs, and silver could spike violently to well over $100, with $200+ possible if it mirrors its 1979-80 style surge.
Preview:Steve Barton argues the gold and silver bull markets are still intact, but short-term overheating is real. He sees gold as having already hit key technical targets near $4,100 and silver as signaling physical stress through backwardation, while still cautioning that miners may be due for a consolidation even if bullion remains strong.
Preview:A travel vlog about Bacalar, Mexico, covering three recommended activities: staying in a lakeside villa, floating at Los Rapidos (a stromatolite-rich waterway), and renting a boat to tour the lake. The video is purely a lifestyle/travel guide with no market, financial, or investment content whatsoever.
Preview:A chart-heavy Monday market wrap from Steve Bardon says the broad setup is weaker across equities and several commodities after Friday’s selloff, while precious metals remain structurally bullish but near-term overextended. He repeatedly argues that backwardation, bearish weekly bars, and topping tails suggest short-term corrections in gold, silver, miners, uranium, oil, gas, and Bitcoin, with cash ready to deploy into pullbacks.
Preview:Rick Rule argues that the precious-metals trade is getting crowded and may be vulnerable to a near-term air pocket, while oil is the cleaner contrarian bet because it remains hated and underinvested. He sees gold and silver as having already moved from hated to broadly loved, but says oil supply is being impaired by years of deferred sustaining capital, creating a longer-term setup for higher prices and attractive valuations in quality producers like Exxon.
Preview:Brian Lundin argues this gold/silver move is not just another cyclical spike but a monetary regime signal: central-bank buying, negative real-rate pressure, and currency debasement are pushing precious metals and miners higher. He also highlights copper and uranium as compelling commodity themes, and spends much of the interview on practical ways to own the space, from physical bullion as insurance to selective junior miners and conference-based idea generation.
Preview:Steve Penny argues that gold, silver, copper, uranium, and some energy names remain structurally bullish, but several of the metals are now technically stretched and due for consolidation. His highest-conviction tactical warning is that gold and especially silver are extended in the short term, while his long-term thesis remains that precious metals and related real assets could go much higher, with gold potentially north of $10,000 and silver ultimately toward $300.
Preview:Doomberg argues that cheap, abundant energy is still the base case, but the bigger story is gold: he sees gold as re-emerging as a neutral reserve asset, helped by BRICS demand, possible U.S. gold revaluation, and broad debasement of the dollar. He is broadly bearish on oil and uranium as direct commodity bets, prefers volume-linked service/enabling businesses, and thinks refinery/pipeline fragility in places like California can create localized crises even if the wider supply picture remains loose.
Preview:Steve Burton gives a chart-driven Monday market wrap focused on commodities, metals, energy, and Bitcoin. The core message is that several commodity trades remain strong but stretched: gold, silver, copper, platinum, and some commodity ETFs are still trending up, while crude oil, natural gas, uranium, and parts of the market look due for pullbacks or tactical profit-taking. He repeatedly emphasizes buying on pullbacks, taking profits into strength, and watching for support/resistance levels and moving-average reactions.
Preview:Marc LaFleche, CEO of Eora Resources, argues the company is moving from a legacy metallurgical coal royalty base toward a much larger mix of copper, cobalt, nickel, uranium, rare earths, and other critical minerals. He says 2025 should be the first year more than half of revenue comes from base metals and critical minerals, while the current valuation still appears close to the value of the producing assets and leaves development growth underappreciated.
Preview:Rick Rule argues the precious-metals bull market is still intact but has progressed into a more selective phase: gold has re-rated, silver is now catching up, and the highest-quality juniors are starting to move, while most names remain dangerous. He is personally trimming some junior positions and rotating into physical gold, top-tier precious-metals names, and oil/gas, which he sees as equally cheap and better risk-adjusted at this point.
Preview:The video argues that platinum remains in a deep, sustained deficit and should stay tight through 2029, while palladium is more likely to drift toward surplus over time. Ed Sturk says the current rally is being amplified not just by fundamentals, but by a broader macro/geopolitical squeeze: US tariff fears, metal being pulled into the US, London shortages, and robust Chinese buying.
Preview:Steve Barton’s Monday market wrap is broadly constructive on risk assets and strongly bullish on metals, especially silver and platinum. He sees the S&P 500 and dollar continuing higher near term, but the main trade emphasis is on gold/silver miners, platinum, and select energy/uranium exposures, where he thinks some areas are stretched and should be trimmed rather than chased.
Preview:Joel Litman argues that the U.S. stock market remains structurally stronger than the rest of the world because U.S. companies generate far more uniform economic profit, have better access to venture capital and innovation, and face a more favorable tax/entrepreneurship regime. He says gold can rally alongside U.S. stocks because much of the world’s currencies and corporate systems are weaker, while China, Russia, and parts of Europe are burdened by overlevered corporates, war, and policy distortions.
Preview:Tom Hartell argues that precious metals, especially platinum and gold, remain the cleanest hedge against fiat debasement, and he spends most of the episode pitching specific miners, a few bond funds, and some “special situations” names. His highest-conviction theme is platinum: he says the market is structurally tight, may get strategic-mineral support, and has a fresh technical breakout. He is also broadly cautious on U.S. equities given extreme valuation signals, recommending trimming winners and raising cash.
Preview:Steve Barton is broadly bullish on precious metals, especially gold and silver, but thinks the trade is getting crowded and stretched in the near term. He sees gold near a possible $4,000 target, silver around $48, platinum as a relative-value breakout candidate, uranium still constructive but less mispriced than before, and he remains selective or cautious on gold stocks, oil, nickel, and copper depending on level and cycle.
Preview:Peter Grandich joins Steve Barton to deliver a starkly bearish macro warning: the stock market is overvalued, over-speculated, and primed for at least a hard correction. He has personally gone short via an inverse ETF. Grandich reveals his three junior mining holdings (Northern Superior Resources, North Ale, and Rison), discusses the gold/silver ratio, tungsten's strategic importance, and his "live chicken vs. dead duck" capital preservation philosophy. He sees virtually nothing as undervalued across all sectors.
Preview:Steve Barton’s weekly chart review is broadly risk-on, with equities, the dollar, copper, uranium, coal, and platinum all framed as constructive, while gold and silver look extended and oil/natural gas are more tactical. His main message is to buy strength selectively, wait for pullbacks, and take profits after large multi-week or multi-year runs.
Preview:Steve Barton runs a Monday market moves update focused on how imminent Fed rate cuts could affect commodities, the dollar, and risk assets. He comes away mixed short term on the broad market and the dollar, but more constructive on gold, silver, miners, oil equities, and Bitcoin, while urging caution or profit-taking in overheated uranium and some leveraged miners.
Preview:Elijah K. Johnson, host of Liberty and Finance, joins Steve Barton to discuss precious metals. His core thesis: gold and silver remain far from a blowoff top because retail demand is depressed while institutional and central bank buying drives prices. He flags unusually low premiums on junk silver and pre-1933 gold coins as strong value signals. He also warns that loss of confidence in fiat currencies and Fed independence points to more inflation ahead, and that CBDCs pose a threat to financial liberty.
Preview:Steve Barton argues that major U.S. equity indexes look technically stretched and may be close to a rollover, while gold, silver, and platinum remain in longer-term bullish trends despite being overbought in the short run. He leans on RSI divergence, wedge/double-top/flag patterns, and seasonality to warn of a near-term stock pullback, but he still sees higher medium-term targets for precious metals, especially gold above prior targets and platinum as undervalued versus gold and silver.
Preview:A mining-stock interview centered on Jordan from Mining Stock Monkey making company-by-company calls across gold, silver, copper, oil, and uranium. His core stance is constructive on quality royalty companies and selected operators with strong balance sheets or major upcoming catalysts, while he is skeptical of expensive developers, weak management, or lower-quality silver miners.
Preview:Steve Barton’s Monday market wrap is broadly bullish on precious metals and their miners, but increasingly cautious on overheated momentum. He sees S&P 500 and Nasdaq making false breakdowns and new highs, while the dollar, Treasury yields, copper, oil, natural gas, platinum, and Bitcoin are either weakening or setting up for pullbacks. Gold and silver are the clear stars: both hit new highs, with silver still expected to outperform gold, though he warns many miners and commodity charts are stretched and due for profit-taking.
Preview:Vlad Grabarskyy presents a commodity-supercycle thesis built on the tension between deflationary debt/AI-bubble risks and inflationary currency debasement. His core argument: gold works as a hedge in both regimes, mining equities are undervalued relative to cash flows even at current commodity prices, and the broader "everything shortage" (energy, copper, silver) creates a multi-year bull case. He advocates a bucket approach to miners (majors/royalties → developers/mid-tiers → juniors), keeps ~15% in uranium, and holds cash as an option premium waiting for a market correction. Near-term he is cautious — expecting a pullback in uranium and possible equity-market deflation dragging copper down — but he uses that as a setup to add to long-term positions.
Preview:Steve Barton presents his weekly market scan covering gold and silver breakouts, commodity strength, and sector-level chart analysis. Gold hit multi-year highs with a bull flag targeting further upside; silver posted its highest weekly close in 14 years. He is bullish precious metals, cautious on equities (S&P 500 potentially rolling over), bearish on Bitcoin near-term, and sees uranium entering its next leg up. The dollar and yields look weak. He promotes his premium Substack service, TA series, and upcoming appearances.
Preview:Rick Rule’s main message is that viewers should rewatch the Rule Classroom conference tapes and use the community/lesson materials, because there was far too much content to absorb in one pass. On markets, he argues that a Fed rate cut could be the key catalyst for gold and anti-dollar trades, but much of that move may already be priced in. He also stresses that exploration drill results still matter a lot and highlights several names he thinks are worth paying attention to.
Preview:Rick Rule argues the market is complacent, with the VIX signaling a “nobody’s afraid of anything” environment that he thinks is vulnerable to a fear-driven pullback. He remains constructive on precious metals and long-duration resource themes, but warns that junior explorers and crowded miners can get hit first if volatility returns; he is also bearish on dollar integrity if the Fed cuts into relative economic strength. A substantial portion of the conversation is a promotion of Rule Classroom and BattleBank, including his case for multi-currency banking, gold-collateral lending, and checkbook retirement structures.
Preview:Steve Barton runs a Monday market moves chart review focused on precious metals, rates, and related miners. His core view is that Powell’s signal means easier policy ahead, a weaker dollar and lower yields, and therefore stronger conditions for “real assets” like gold, silver, uranium, copper, oil, and selected miners, though he still sees some near-term pullback risk and wants better entry points on parts of the complex.
Preview:Rick Rule says the precious-metals bull market is following a classic sequence: gold led first, quality producers are now leading, and the better explorers and juniors should follow later. He is constructive on many resource names but repeatedly stresses valuation discipline, warning that retail is becoming narrative-driven and that many weak stocks are rising for the wrong reasons.
Preview:Michael Oliver argues the US stock market, especially the S&P 500 and NASDAQ, is in a broadening-top/bull-trap setup and likely entering a major bear market, while gold, silver, miners, copper, and possibly oil are poised to benefit from the unwind. He is especially constructive on silver equities and gold miners, and more cautious near term on uranium and Bitcoin, which he says still look technically vulnerable.
Preview:Steve Barton’s weekly market recap is broadly bullish on commodities but tactically cautious on the equity market. He argues the S&P 500 looks like it may be putting in an interim top despite another all-time high, while the dollar looks weak near term, gold may be ready to bounce after a pullback, silver is consolidating, uranium remains bullish but crowded, and several mining baskets and energy/coal charts are at or near useful buy zones.
Preview:Steve Barton interviews Brian London about gold, silver, copper, and mining stocks. London argues that decades of easy money and debt growth force a future of lower rates and negative real yields, while central bank gold buying has changed the market but has not yet fully lifted mining shares or silver. He thinks the sector is setting up for a strong fall and that several miners still trade below fair value despite gold’s rally.
Preview:Ed Sterck argues platinum is in a genuine multi-year supply deficit that has finally started to show up in price after years of being masked by opaque above-ground stocks, tariff-driven tightness, and rising lease rates. He is more constructive on platinum than palladium because platinum’s demand profile is less exposed to EV substitution, while palladium looks set to drift into surplus as recycling recovers and automotive demand remains weaker.
Preview:Chris Marcus argues the gold and silver bull market is being driven by a growing debt problem, reserve-asset stress, and geopolitical fragmentation rather than by short-term sentiment alone. He says silver’s rally is notable because it has happened despite weak retail demand, while mining stocks are only now seeing the next stage of capital rotation.
Preview:Steve Barton’s Monday Market Moves recap is broadly bullish on hard assets and commodity miners, especially gold, silver, copper, uranium, nickel, and some coal exposure, while he is more cautious to bearish on oil, natural gas, palladium, and parts of the broad equity market near-term. The video also serves as a channel update: he is launching a premium Substack newsletter and promoting upcoming guest interviews with Chris Marcus and Ed Sturk.
Preview:Steve Barton interviews Doomberg about energy markets, geopolitics, and gold. Doomberg argues energy is broadly well supplied absent geopolitical shocks, that politics usually matters more than geology in resource development, and that many current market moves should be read through supply/demand and state-capacity lenses rather than crisis narratives.
Preview:Steve Burton interviews Rick Rule at the 2025 Rule Symposium in a rapid-fire lightning round. Rick gives brief bullish takes on ~12 resource equities he likes, spanning royalties (Aora, Gold Royalty Corp, Nation's Royalty), silver (GoGold, Argenta, Banyan Gold, Starcore), uranium (Uranium Royalty Corp, Uranium Energy Corp), and base metals (Magnum Mining). The common thread is backing proven operators (Brad, Frank Giustra, Jason Jessup) and buying distressed or overlooked assets. He's particularly bullish on uranium given regulatory tailwinds under Trump and on silver for a coming bull market. The interview closes with a pitch for the Rule Symposium tapes and Rick's World Classroom Q&A community.
Preview:Rich Checkan of Asset Strategies International argues the gold bull market is far from over, citing eight indicators: duration (bull markets run 10+ years, we're only a few in), gold price (expects $4,500–$5,000/oz), interest rates (5.5% won't kill gold — need high single/low double digits), gold/silver ratio (currently 90, needs to fall to 35–50 before a top), sentiment (no Uber driver tipping yet), social/political stability (absent), US dollar weakness (down 12% in 18 months), and low premiums (30-year lows, proving Western retail hasn't entered). The core thesis: central banks are buying gold because they know they've destroyed their currencies, but the Western investor is not yet in the market. When retail enters, gold/silver ratio will compress and premiums will spike.
Preview:Steve Burton interviews Mark Laflesh of Ecora Resources at the 2025 Rule Symposium. Laflesh pitches Ecora (ECO) as a royalty company in transition: historically dependent on coking coal (Kestrel royalty), now pivoting to a diversified critical-minerals portfolio centered on copper, with cobalt, uranium, vanadium, nickel, and rare earths. Revenue is shifting from ~90% coal (2020) to >50% non-coal this year, with copper expected to become the dominant revenue driver by decade's end. He highlights a $220M market cap, $126M net debt, ~$63M revenue, and a growth pipeline that could take attributable copper from ~5M lbs to ~20M lbs. He argues the stock trades below the estimated value of its producing assets alone, offering a margin of safety plus development-stage upside.
Preview:Steve Barton’s Monday market moves episode argues that the broad tape turned risk-off last week, with the S&P 500, yields, copper, oil, and many miners selling off while gold, uranium, and some metals looked comparatively constructive. His near-term bias leans toward lower yields, continued gold strength, weakness in oil, and a possible rebound setup in uranium and some precious/industrial metal exposures.
Preview:Steve Barton interviews Magna Mining CEO Jason Jessup at the 2025 Rule Symposium. Jessup outlines Magna's strategy as a copper-focused producer in the Sudbury Basin with a ~C$365M market cap, ~C$38M cash, and no conventional debt. The company owns the producing McCreedy West mine plus several permitted properties targeting sequential restarts through 2028. Key differentiator: exceptionally high-grade footwall copper deposits (~25% Cu in drill intercepts). Jessup holds ~5% insider ownership, has never sold a share, and targets a multi-billion-dollar valuation within five years. Catalysts include reserve statements, monthly drill results, and upcoming production guidance.
Preview:An interview with Cerro de Pasco Resources CEO Guy Goulet at the 2025 Rule Symposium. Goulet pitches the company's Peruvian tailings and stockpile reprocessing project — material accumulated over ~400 years of mining at what was once the world's largest gold-copper-silver mine. The thesis: above-ground material with 4.3 oz/ton silver-equivalent grade, no mining cost, simple dredge-and-process approach, ~$15B in contained metal value. Key metrics: $250M CAD market cap, $17M cash, no debt, Eric Sprott owns ~20%. The company plans to go straight to feasibility study (no PEA). Risks discussed: funding, community relations, permitting — all dismissed as manageable.
Preview:Interview with Javier Reyes of Luca Mining at the 2025 Rule Symposium. Reyes, a 27-year mining veteran, details how he turned around Luca Mining from $50M in debt and zero cash five years ago to a $400M+ market cap company with $20M cash and only $7.7M in debt. The company operates two producing mines in Mexico (Campo Morado and Tahuehueto), producing ~80-100k oz gold-equivalent annually with a 50/50 base/precious metals revenue split. Insider ownership exceeds 50%, with Reyes' family trusts holding ~20%. He frames the investment thesis around a tightly-held share structure, expanding institutional ownership, untapped exploration upside on large land packages, and potential M&A. Key risks discussed: cartels (mitigated through community relationships), environmental/safety incidents, and political risk (which he considers near zero due to USMCA protections).
Preview:Andy Schectman of Miles Franklin, interviewed by Steve Barton at the 2025 Rule Symposium, argues that the world is undergoing a gradual monetary reset away from US Treasuries and toward a gold-backed commodity settlement system. He highlights unprecedented US gold imports, central bank repatriation, the BRICS mBridge settlement network, and Judy Shelton's prediction of gold-redeemable 50-year Treasuries by July 2026 as signals that gold is quietly replacing Treasuries as the reserve asset — a shift he believes most retail investors are missing while insiders accumulate.
Preview:Tom Hartell argues the resource trade is still early, with silver, platinum, and select miners offering the best risk/reward. His core message is that low allocations to resource equities, tight supply/demand in key metals, and long-duration mean reversion create a compelling setup for patient investors.
Preview:Interview with GoGold Resources CEO Brad Langille at the 2025 Rule Symposium. Langille presents the Los Ricos South silver-gold project in Mexico as a near-term catalyst: a fully permitted (except final mine permit), shovel-ready underground mine with $227M capex, expected to produce 7.2M oz/year AgEq with ~$12 AISC. The company has ~$135M cash, no debt, and is in "permit purgatory" awaiting a final signature under the more mining-friendly Sheinbaum administration. The thesis: the permit is imminent, the stock trades at ~0.4x NAV, and re-rating toward 0.6-1x+ NAV could follow. Los Ricos North provides a longer-dated pipeline. Langille has built four prior mines and frames this as a de-risked growth story with a large silver-price tailwind (gold-silver ratio at 90+).
Preview:Steve Barton runs a Monday market wrap with a strong commodities bias. He thinks stocks are still trending higher near-term, but expects the dollar, oil, natural gas, gold, and several commodity-linked ETFs/miners to offer better pullback entries than current prices. He is more constructive on copper and copper miners over a multi-year horizon, while warning that uranium, coal, platinum, palladium, and Bitcoin look stretched or vulnerable to correction in the near term.
Preview:Matt Warter argues coal stocks have already had a strong summer move, driven more by short covering, small-cap factor flows, and a better coal price backdrop than by any dramatic change in fundamentals. He is constructive on several names, but says the easy money has likely been made and recommends taking profits or protecting gains as the market moves into late summer and the seasonal off-season.
Preview:Joe Mazumdar argues Argentina is becoming a more attractive mining jurisdiction, especially in the right provinces, and highlights silver/gold development and royalty-style exposure as the best risk-adjusted ways to play the sector. He is constructive on liquid commodities and on projects with strong jurisdiction, financing, and long-life assets, while warning that exploration and remote projects require much more work and understanding of regional geology.
Preview:Interview with Simon Ingram of Lara Exploration at the 2025 Rule Symposium. Lara is a prospect-generator-turned-developer with its flagship Planalto copper-gold project in Brazil's Carajás district. The company has a ~C$90M market cap, no debt, ~C$4M cash, and ~20% insider ownership. A Preliminary Economic Assessment is due September 2025, which Ingram believes will confirm Planalto is a mine and trigger a re-rating. The project has a 200Mt open-pit resource, excellent infrastructure (highway, power lines, mining towns), and no major permitting obstacles. Ingram frames copper's macro setup as bullish due to supply constraints and electrification demand.
Preview:Financial planner Leonard Wright joins host Steve Barton to discuss 401(k) plan design, retirement planning strategies, and tax optimization. Wright advocates for Roth contributions, explains the three-layer "retirement plan cake" (401(k), profit sharing, cash balance plans), and promotes financial literacy. His macro view is bullish, centered on AI, longevity science, and anti-aging biotechnology as investment themes. The conversation focuses heavily on plan mechanics for business owners and employees rather than specific market calls.
Preview:Steve Barton is broadly bullish on commodities, but tactically he sees the near-term setup as mixed: gold may consolidate before resuming higher, silver looks like a real breakout but may pause, uranium equities may be due for trimming after a sharp run, and oil looks weak enough to create better entry points. His framework is mostly chart-driven, with fundamentals used mainly to decide which commodity or miner is favored and when to size in.
Preview:This is a mining company interview focused on Riverside Resources’ project-generator model, balance sheet, and pipeline. John Mark Stouty argues Riverside is a low-dilution way to gain leveraged exposure to gold, silver, copper, and rare earths because partners fund the work while Riverside keeps royalties and optional upside.
Preview:John Flor, speaking for Emperor Metals at a conference interview, pitches a small-cap gold exploration/development story in a prolific Quebec district. He argues the company has been de-risked by a larger historical resource, a newly updated mineral resource, AI-assisted model-building, insider support, and a second asset with existing underground development and a mining permit.
Preview:Steve Barton’s Monday market wrap is broadly constructive on the broad market and dollar, cautious-to-bearish on oil and Bitcoin near term, and still positive on the uranium complex despite warning that the move has gotten crowded and profit-taking is overdue. He also shifts from technical optimism to fundamental caution on some miners, most notably selling Barrick and Newmont after the recent run and the Barrick/Monty problems, while continuing to frame silver, platinum, palladium, and parts of the copper/nickel space as longer-running setup plays.
Preview:Adrian Day of Adrian Day Asset Management, interviewed at the 2025 Rule Symposium, lays out a structural bull case for gold, copper, and silver. He argues gold's resilience stems from persistent drivers — central bank diversification away from the dollar, worsening fiscal conditions — and that rate cuts later this year will bring North American investors into gold stocks, which remain remarkably undervalued on price-to-cash-flow metrics despite 55% gains in the past year. On copper, he sees a predictable supply deficit over 5–7 years; on silver, a new floor near $33 with limited supply responsiveness. He names Freeport-McMoRan and Lara Exploration as copper picks, and Pan-American Silver as his favorite silver play.
Preview:Tavi Costa lays out a strongly bullish, long-duration thesis on hard assets, especially gold, silver, copper, zinc, and oil, anchored in weaker-dollar/lower-rate expectations, underinvestment in resources, and a coming infrastructure-heavy, more inflationary buildout. He also favors emerging markets, particularly Latin America and Brazil, while remaining far less negative on China than in the past.
Preview:Steve Bordon interviews Tectonic Metals CEO Tony Retta at the 2025 Rick Rule Symposium. Retta pitches Tectonic as an early-stage Alaska gold explorer with a recent discovery (Alpha Bowl), 86/86 drill success, a $50M CAD market cap, $13.5M CAD cash, and zero debt. Key catalysts are drill results starting August 2025, with a maiden resource estimate targeted for end-2026. Retta emphasizes native-corporation backing and team track record (5M oz discovered, $520M exit). The conversation is a standard junior-mining pitch with limited independent scrutiny.
Preview:Nomi Prins, interviewed by Steve Barton at the 2025 Rule Symposium, lays out a macro view of a slowing US economy (negative Q1 GDP, rising unemployment to 4.4%, record consumer debt) alongside new highs in hard assets. She sees gold reaching $4,000 by year-end, silver breaking out on a 200M oz supply deficit, copper benefiting from potential 50% tariffs and strategic-metal status, and uranium/rare earths as long-term plays. She expects 75-100 bps of Fed rate cuts starting by fall, possibly accompanied by QE, but warns the 10-year yield will remain stubborn.
Preview:Scott Melbye, executive at Uranium Energy Corp (UEC) and Uranium Royalty Corp (UROY), presents a deeply bullish uranium thesis built on nuclear power's broad political acceptance, hyperscaler demand, and a structural supply deficit. He argues we are entering a secular bull market where few greenfield mines stand ready, giving companies with permitted, production-ready assets a multi-year advantage. The conversation covers UEC's ramp toward 5–7M lbs/year by 2030 and UROY's unique royalty/streaming model as a diversified, lower-risk way to play the uranium cycle.
Preview:Jeff Clark argues the gold-mining complex is in a confirmed bull market, with GDX and GDXJ confirming strength beneath gold. He says the best opportunities are in discovery stories and companies moving into production, while some large-resource names are still lagging and require selectivity.
Preview:Steve Barton runs a Monday chart review and is broadly bullish on hard assets while near-term cautious on broad equities. He sees the S&P 500 as stretched, expects the dollar and 10-year yield to rise, and remains constructive on gold, silver, copper, uranium, platinum, palladium, and selected energy names on pullbacks.
Preview:This is a bullish interview on Aya Gold & Silver, with Ben Lalonde arguing the company has an unusually strong combination of operating cash flow, low-cost Moroccan jurisdiction, and upside from exploration. The pitch centers on the producing Zgounder silver mine, which he says is already above nameplate throughput, and the Boumadin discovery, which he frames as a major permitted growth project that can be advanced without dilutive equity.
Preview:Peter Banky of Gold Royalty says 2025 should be the company’s first year of positive free cash flow, driven by a growing set of brownfield royalties and streams across assets like Cotay, Vares, Corbarama, REN, and Canadian Malartic. The discussion is mainly about near-term ramp-ups, longer-dated production growth, and how the company plans to use incoming cash to pay down debt before considering buybacks or dividends.
Preview:This is an interview with Nation’s Royalty CIO Derek Pattenden about building a majority-indigenous-owned mining royalty company in Canada. He argues the company can aggregate royalties owned by First Nations into one vehicle, use mostly share-based deals, and potentially unlock value by combining assets that are currently held in isolation.
Preview:Interview with Joaquin Marias, newly appointed CEO of Argenta Silver, at the 2025 Rule Symposium. Marias outlines the company's recent progress: a 4,000m winter drill program underway, 50Moz of high-grade pure silver (480 g/t indicated) in one deposit, zero debt, ~C$11M cash, and ~C$70M market cap. He emphasizes his local Argentine credentials, strong community/government relationships, and significant insider ownership (~43% tied up, including Frank Giustra at ~13.5% and Argentine billionaire Eduardo at ~12.7%). The key unanswered question: how big the system could be, given only 1% of the 57,000-acre property has been thoroughly drilled.
Preview:Tara Christie, CEO of Banyan Gold, presents an updated resource estimate for the AurMac project in the Yukon: 2.27M oz indicated (0.63 g/t) plus 5.45M oz inferred (0.45 g/t), totaling ~7.7M oz. The key development is defining near-surface high-grade zones (>1 g/t) suitable for a starter pit — critical for project economics. A 30,000m drill program is underway (18,000m complete), and a Preliminary Economic Assessment is expected by Q4 2025. Christie emphasizes Banyan's efficiency (~$300/m all-in drill costs), no debt, $18M cash, strong insider/institutional ownership, and the deposit's unique combination of scale, grade near surface, and existing infrastructure (hydro power, roads).
Preview:Steve Barton’s weekly market wrap is broadly bullish on precious metals and still constructive on some miners, while near-term cautious or bearish on the S&P 500, dollar, yields, crude, and some uranium names. The core message is that gold, silver, copper, platinum, and related ETFs/miners are in strong technical setups, but many are now extended and he expects pullbacks before better entries.
Preview:Patrick Karim argues that precious-metals miners are powerful but increasingly stretched, while copper looks like the better near-term opportunity because its chart has “totally reset” and broken out from a long base. He remains constructive on gold, silver, uranium and some miners on longer horizons, but repeatedly stresses that the best entries come after consolidation, not after FOMO has already arrived.
Preview:John Polomny argues that the best risk-adjusted opportunities are in real commodities and large, established miners/operators rather than speculative story stocks. He is bullish on coal, uranium, platinum group metals, and selectively on some agricultural inputs, while strongly warning against thinly traded or politically messy juniors and science projects.
Preview:John Polomny frames the macro backdrop as liquidity- and fiscal-stimulus-driven rather than recessionary: global central banks are cutting, fiscal deficits are still huge, and he thinks that support should keep nominal growth and commodity demand stronger than consensus expects. He then turns that macro view into a resource bull case, favoring hard assets, especially oil, PGMs, Canadian oil sands, royalties, pipelines, and select emerging-market/resource opportunities.
Preview:Steve Barton runs a weekly market wrap focused on chart-based moves across equities, metals, energy, commodities, and crypto. His main message is that gold looks due for further near-term underperformance, while copper, platinum, and some uranium names are extended and may be due for pause or profit-taking. He repeatedly frames the setup as tactical: buy selected gold/commodity miners on pullbacks, trim stretched winners, and watch key moving averages and trendlines for confirmation.
Preview:Jordan argues that the best opportunities are still in select mining names, but the risk/reward varies a lot by balance sheet, jurisdiction, and timing. He is constructive on Equinox after the Caliber deal, positive on B2Gold into catalysts at Goose and Fekola, bullish on Denison for uranium development, skeptical of some highly leveraged or poorly governed names, and increasingly drawn to oil stocks for a 5–10 year horizon.
Preview:Doomberg argues the Iran–Israel escalation is being framed as limited or theatrical by markets, but the real risk is a protracted missile war that could expose Western missile shortages and shock energy flows if it widens. His core tactical warning is to watch Brent vs. WTI and LNG/oil dislocations for signs of a real supply crisis, while his longer-run view is that any spike would eventually trigger workarounds, export controls, and new infrastructure rather than permanently higher prices.
Preview:Rick Rule says the Middle East conflict has temporarily distorted oil and precious metals, but he still thinks gold is in a primary bull market while oil is not. He emphasizes valuation discipline in junior miners, argues the financing window is open, and gives a long list of stock-specific rankings across gold, silver, uranium, royalty, and oil names. He also spends significant time promoting the Rule Classroom, the Natural Resources Investment Symposium, and the idea that investors must distinguish accretive capital raises from dilution.
Preview:Steve Barton's weekly market recap, recorded June 2025. He sees S&P 500 and Dow likely down near-term, gold choppy but constructive above its trendline, and gold miners undervalued relative to gold. The bombshell is Sprott Physical Uranium Trust buying $200M in U308, sending uranium up 10.4% for the week. He flags upcoming GDX rebalancing in September, a new gold-to-silver ratio extreme (~94:1), and pending interviews with Doomberg and Jordan of Mining Stock Monkey. His macro view: stagflation is here, national debt is $37T, and gold/precious metals equities are the hedge.
Preview:Michael Oliver argues that precious metals and a broad commodity upcycle are breaking out on momentum, with silver and miners offering the most attractive relative upside. He is bullish gold as a monetary hedge, but even more bullish silver and silver/gold miners because they are historically cheap versus gold and appear to be turning up from long basing structures.
Preview:Michael Oliver of Momentum Structural Analysis argues the US stock market is in the biggest bubble in history (2009–2024), which has now structurally broken according to his momentum metrics. He compares the current topping process to 2000 and 2007, warning that rallies and new price highs are typical during laborious tops and should not be trusted. He is structurally bullish on gold, viewing the recent consolidation as another launch pad before a dramatic up-move, and expects the Fed will eventually be forced into aggressive easing that will fail to save markets but will accelerate gold's bull run.
Preview:Garrett Goggin argues that the gold bull market is being driven by a structural shift in U.S. fiscal and monetary credibility: massive debt, declining foreign demand for Treasuries, and a growing likelihood of debt monetization. He is constructive on gold, silver, and especially profitable miners and royalty companies, but insists the real opportunity is in businesses with strong free cash flow and low dilution rather than speculative, highly promoted juniors.
Preview:Steve Barton runs a weekly chart-driven market wrap focused on gold, miners, uranium, oil, and major macro indicators. His core message is that gold, gold miners, and select commodity-linked trades still look constructive, while equities and silver look stretched in the near term; crude oil surged on Middle East tensions, but he expects that spike may fade. He also reiterates a constructive long view on precious metals and a more cautious view on the S&P 500, the dollar, and some uranium names that are bumping into resistance.
Preview:Rick Rule gives a wide-ranging ranking-and-Q&A on resource stocks, with the core theme that gold, silver, uranium, rare earths, and select energy names still offer leverage if the underlying assets are high quality and financing is sensible. He repeatedly stresses that management quality, deposit quality, capital structure, and financing terms matter as much as ounces in the ground, and that many juniors look cheap only if the gold/silver/commodity price assumptions hold.
Preview:Greg Weldon argues the US is in a debt-driven regime where the Fed and Treasury are trapped into monetizing ever-larger refinancing needs, which should pressure yields higher, weaken the dollar, and keep gold/commodities bid. He is especially bearish on the consumer and skeptical that stocks can keep pace in real terms, while seeing tactical upside in oil, platinum, silver, uranium, Canadian dollar, and gold shares.
Preview:Rick Rule argues the macro backdrop is already stagflationary, with soft oil and copper prices signaling recession-like demand weakness despite nominal jobs growth. On the resource side, he remains constructive on gold, uranium, platinum/palladium, and select miners/royalties, but emphasizes that the best opportunities are where capital structure, contracts, and supply deficits create durable leverage rather than just short-term momentum.
Preview:Lobo Tiggre argues the Trump/tariff shock is still working through the economy, which makes him bullish on real assets, especially gold as insurance and copper/uranium as his highest-conviction resource trades. He is more cautious on silver, PGMs, oil, and Mexico/Peru until he sees clearer fundamental confirmation, while praising pro-mining executive orders as a real but still selective investment catalyst.
Preview:Steve Barton’s weekly market wrap is broadly bullish on hard assets, especially silver, platinum, palladium, gold miners, and copper, while remaining constructive on the major U.S. equity indices and skeptical on bonds. The standout call is that silver has broken out to its highest price since February 2012, with platinum and palladium also surging, and he frames that as the start of a potentially larger PGM move rather than a one-off spike.
Preview:John Williams of ShadowStats argues the US is already in recession with actual CPI inflation at ~10.4% (vs 2.3% reported) and true unemployment at ~27.5% (vs 4.2% U3). He traces this to systematic government manipulation of economic data since the 1980s — starting with owners' equivalent rent replacing actual homeownership costs in CPI, and continuing through substitution, hedonic, and weighting gimmicks. His advice: own physical gold, which he shows tracks his recalculated CPI closely, as protection against the inflationary unwind and a weakening economy. He views the Fed's pandemic-era liquidity surge (~120% money supply increase) as the inflation engine that hasn't been drained.
Preview:Steve Barton interviews Alan Hibbert of Golds.com about why he prefers gold, silver, and Bitcoin over fiat money and traditional stock/bond portfolios. Hibbert argues that saving in hard assets is safer than “investing” in dollars, sees a global leadership/policy crisis driving volatility, and expects gold to stay strong, silver to eventually outperform on a relative basis, and Bitcoin to remain the highest-upside long-term option.
Preview:Steve Barton’s weekly chart review is broadly cautious on major equities and the dollar, while more constructive on select miners, some energy names, and commodity pullbacks. He repeatedly favors buying weakness at predefined technical levels and is especially focused on miners outperforming the underlying metals.
Preview:Peter Grandich argues that the world is still moving away from U.S. dominance, which keeps him bullish gold and cautious on U.S. equities. He thinks uranium remains constructive after a huge run, but investors should stop chasing it and use stops, while selective junior miners with strong geology, management, and investor relations still offer the best risk/reward.
Preview:This is a travel vlog, not a market or finance video. The speaker tours three attractions in and around Torreón, Mexico: a hilltop Christ statue and replica Jerusalem fort accessible by cable car, a donated miniature Eiffel Tower in Gómez Palacio, Durango, and a family park called Santa Julia with a petting zoo, pools, and catch-and-cook fishing. There is zero market content.
Preview:Steve Barton’s weekly market wrap is broadly bullish on hard assets and cautious on risk assets. He sees stocks looking weak near key moving averages, the dollar under pressure, yields still trending up, and gold/silver/uranium/miners continuing to outperform, while oil and some energy names look vulnerable to more downside.
Preview:Justin Huhn argues the uranium market is in a supply crunch disguised by short-term quiet: utilities are active in spot and carry trades, but long-term contracting is far below replacement needs, and the real deficit shows up into the late 2020s/early 2030s. He sees the recent spot pullback as a likely bottom, expects higher prices by year-end, and says the market is being held back by uncertainty around Russia/Ukraine and U.S. policy clarity rather than by true surplus supply.
Preview:John Pauly argues the U.S. is in a long secular decline driven by entrenched politics, chronic spending, and debt that will eventually force currency debasement rather than real fiscal reform. He is broadly bullish on hard assets and select cyclical resource trades—especially energy, coal, uranium, silver, platinum group metals, and some emerging markets—while warning that retail investors usually lose by overconcentrating, ignoring cyclicality, and failing to take profits.
Preview:Steve Barton’s Monday market wrap argues that the recent S&P 500 surge, Moody’s U.S. debt downgrade, and rising Treasury yields may set up a near-term rollover, while precious metals and miners are in a healthy correction that could offer better entries. He is generally constructive on gold, silver, uranium, and select commodity equities over a longer horizon, but tactically expects more consolidation or pullback first in many names.
Preview:Jordan of Mining Stock Monkey argues that mining-stock investors should focus less on headline narratives and simplistic valuation screens, and more on management quality, balance-sheet risk, jurisdictional realities, and long-term asset optionality. He is constructive on select gold miners and royalties, especially Equinox/Caliber and Endeavor, but skeptical of First Majestic’s operating record and compensation structure.
Preview:Jordan of Mining Stock Monkey argues that he focuses on micro stock selection over macro, but still sees recession risk as an important backdrop for commodity exposure. He is constructive on gold and silver, likes several royalty and mining names, and repeatedly emphasizes that valuation, company-specific news, and permit/catalyst timing matter more than rigid selling rules.
Preview:Chris Vermeulen lays out a deeply bearish macro thesis: the economy is grinding to a halt, the S&P 500 rally is a bear-market bounce designed to trap bulls, and a global financial reset is coming by late 2025. He is bullish on the US dollar as a contrarian play, expects gold to put in a significant top and correct 26–34%, sees oil heading to ~$45, and believes Bitcoin could still push to ~$135K. He advises cash as the smartest position heading into the reset.
Preview:Steve Barton’s weekly market wrap was broadly bullish on precious metals and cautious-to-bearish on equities and the dollar near term. He sees gold, gold miners, uranium, and several base/energy names as technically strong, but expects a lot of these markets to pull back or consolidate before any bigger leg higher.
Preview:Rick Rule argues the gold bull market has moved from bullion into gold equities and says investors should prepare for a stagflationary regime: soft growth, stubborn inflation, higher long rates, and pressure on bonds. He uses that macro backdrop to justify favoring quality gold producers now, with more speculative silver and junior names as a later-stage opportunity.
Preview:Michael Oliver argues that the biggest US stock-market bubble has already peaked and is now starting a multi-year, severe decline. He says bonds failed to provide the usual safe-haven offset, leaving gold as the main monetary refuge, while silver appears to be setting up for a later, stronger catch-up move once it breaks its long congestion range.
Preview:Rick Rule argues that gold is still early in a long bull market, with the leadership now shifting from bullion to the highest-quality gold stocks. He is constructive on uranium over a multi-year horizon, cautious on oil at $60 and below, and says nickel is more of a supply-side story than a demand-substitution story.
Preview:This interview centers on Origin Royalties’ proposed acquisition by Triple Flag Precious Metals. CEO Paddy Nicol explains the deal structure: Triple Flag is paying C$2.00 per Origin share, implying a C$421 million transaction, while Origin’s non-Silicon assets are being spun into a newco that keeps the Hermitano cash flow, exploration royalties, cash, JV interests, and data. Nicol frames the deal as a good outcome for shareholders and says he plans to remain invested via Triple Flag shares.
Preview:Steve Burton runs a chart-heavy Monday market wrap arguing that many large-cap equities, especially the Magnificent 7, look expensive while commodities and resource stocks remain the better hunt for capital. He thinks the S&P 500 and Dow can still grind a bit higher into resistance, but expects gold to keep correcting, the dollar and yields to remain firm near term, and uranium, copper, and select energy names to be the more attractive opportunistic areas.
Preview:John Ciampaglia, CEO of Sprott Asset Management, gives an interview focused on Sprott's physical trust products (gold, silver, uranium, copper), the macro backdrop of tariff-driven uncertainty, and his bullish thesis on uranium and silver as undervalued commodities. He explains the structural advantages of Sprott's closed-end fund structure (Royal Canadian Mint storage, PFIC tax treatment, physical redemption), details the uranium market's supply-demand setup with ~2 billion pounds of uncovered utility needs through 2040, and frames silver as absurdly cheap at $32 with a 100:1 gold-silver ratio.
Preview:Lobo Tiggre maps a dual macro outlook: either a "Trump-cession" as tariff impacts lag into the real economy, or fiscal helicopters preempt it into a reflationary boom. Both paths are inflationary and bullish for hard assets. Gold has strong tailwinds but is near a hockey-stick peak. Silver holds a late-cycle catch-up thesis but near-term GSR widening keeps him on the sidelines. Copper is his highest-conviction structural bull (multi-decade supply shortage), but he awaits recession clarity. Uranium is his #1 actionable buy — spot has carved a bottom below the long-term contract price, and he is deploying cash imminently.
Preview:Steve Barton’s weekly market wrap argues that broad equities and the MAG 7 still look vulnerable over time, even if they can rally in the short run. He is constructive on gold, silver, uranium, and select miners/royalties on dips, while treating gold’s new all-time high, copper strength, and several miners’ bounces as reasons for caution and tactical profit-taking rather than chase buying.
Preview:Steve Barton interviews David Skarica about a macro setup he sees as turning into a bear market in U.S. equities, with a possible countertrend rally still in play. Skarica argues that extreme valuations, recession risk, tariffs, and a possible bond-market scare make gold, silver, select miners, and some hard-asset trades more attractive than broad equities, while oil and some cyclical commodities may still be vulnerable if growth rolls over.
Preview:Vince Lanci argues that the macro backdrop is worsening globally: the U.S. is “exporting recession and importing inflation,” while the rest of the world responds with rate cuts, stimulus, and currency weakening. On gold, he says China is a major driver of the move, using state banks, funds, and public demand to push prices higher, with the Swiss franc the last major G7 currency still resisting a new gold high.
Preview:Steve Barton gives a fast-paced weekly market wrap with a strong bullish posture on commodities and a bearish tilt on U.S. equities, tech, and some bonds. He argues gold, silver, uranium, copper, and selected miners remain attractive on pullbacks, while he expects more near-term weakness in the S&P 500, the dollar, and parts of the bond complex.
Preview:Steve Barton’s weekly market wrap argues that the post-tariff-reversal rally in equities is likely a sell-the-rip event, while commodities—especially gold, silver, copper, uranium, and select miners—remain the preferred long side. He also thinks the bond and dollar moves may be signaling stress or a liquidity event, which is why he keeps emphasizing cash and hedges like LQD puts.
Preview:Rick Rule argues that recent market volatility should be treated as a source of opportunity rather than fear: when prices fall, investors who have done the valuation work should be willing to buy. He ties the selloff to a bond-market shock, tariff policy, and the possibility that governments are losing some control over rates, then extends that framework to favor gold, select resource names, and even launching a bank during a banking stress period.
Preview:A personal travel vlog documenting a road trip through Baja California, Mexico — from Rosarito through San Felipe, Gonzaga Bay, and Bahia de Los Angeles — with no financial or market content whatsoever. The speaker evaluates beaches, accommodations, land availability for purchase/lease, road conditions, and practical border-crossing tips.
Preview:This is a Rule Classroom Live Q&A centered on Rick Rule’s current resource-market framework: stay contrarian, focus on relative value, and prefer assets where value is being recognized or can be arbitraged through M&A. He is constructive on gold, natural gas, uranium, select nickel/copper/silver names, and several royalty/development stories, while warning that politics, permitting, and execution remain the biggest risks.
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