Don Durrett: Wall Street Is Ignoring the Cheapest Stocks in the Market

Mar 19, 2026

They dig into why gold and silver mining stocks are trading far below their free-cash-flow value. The conversation covers silver’s explosive breakout and why miners have not kept pace with metal gains. They explore macro drivers like central bank actions and bond markets that could push gold much higher. Specific near-term silver producers and a three-phase bull market framework are highlighted.

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INSIGHT

Miners Are Deeply Undervalued Versus Metals

Gold and silver miners remain dramatically undervalued relative to metal prices.
Don Durrett says elite gold miners would be 2.5–3x at $6,000 gold and 3x at $7,000, showing large embedded upside.

ADVICE

Ignore Short Term Jitters And Focus Long Term

Stay focused on the long-term precious metals bull market and ignore short-term market noise.
Trey Reik warns short-term moves from events (e.g., Operation Epic Fury, oil, Fed expectations) won't derail a multi-year trend.

INSIGHT

Silver Joined The Gold Rally Late

Silver's major breakout began in August when it moved above $35, triggering much higher miner margins.
Don notes gold broke out earlier (Feb 2024) while silver lagged until margins improved and then spiked to $120 before settling to $70–90.

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Don Durrett of Gold Stock Data joins Trey Reik to explain why gold and silver mining stocks remain dramatically undervalued despite the precios metal’s incredible rise the last two years. Don breaks down why top gold miners are trading at roughly half their fair value on a free cash flow basis, why silver miners still have massive upside, and why the bond market is the key variable driving gold toward $7,000 and beyond. He also walks through his three-phase bull market framework and names specific near-term silver producers worth watching.

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💡Don makes the case that physical gold and silver isn't investing, it's replacing your savings before the dollar gets devalued. GBI Direct, The Best Way to Invest in Physical Gold and Silver: https://gbidirect.com/?aff=WTH

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Chapters:

00:29 - A Special Message from Trey Reik

3:14 - The Precious Metal Risse: Has the Move Been Surprising?

6:15 - January's Explosive 70% Silver Rally: What Really Happened?

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