In it to Win it Mining Stock Monkey Breaks Down Royal Gold and Top Royalties
Jordan Rusche is the founder of Mining Stock Monkey and a full-time mining equity investor known for deep fundamental research and disciplined valuation frameworks.
The first 125 subscribers will receive a 10% discount until midnight on January 31st - https://miningstockmonkey.com/products/vip?promo=LASTCHANCE
In this episode of In It To Win It, Rusche breaks down how he approaches precious metals, royalties, and energy investments as markets head into 2026. He explains why Royal Gold remains one of his highest-conviction holdings even after a significant run, highlighting its margin profile, diversification, and resilience under conservative gold and silver price stress tests. Rusche also discusses the dynamics of the current gold bull market, comparing recent parabolic moves to the late-1970s cycle while emphasizing that his edge comes from micro-level analysis rather than macro prediction.
The conversation expands into Rusche's broader investment philosophy, which prioritizes buying undervalued assets that are unpopular and avoiding high-cost, leveraged miners late in commodity cycles. He outlines why royalty companies tend to outperform through both bull and bear markets, how recessions can create exceptional long-term opportunities in copper, and why oil and gas may reward patient accumulation despite muted expectations for 2026. Across silver, nickel, lithium, and critical minerals, Rusche stresses realistic price assumptions, capital discipline, and the importance of downside protection as the foundation for building durable, generational wealth in volatile resource markets.
Key Insights in this episode:
✅ Royalty companies offer downside protection in volatile markets ✅ Royal Gold remains undervalued even after a major run ✅ Valuation discipline matters more than price momentum ✅ Gold and silver are in a powerful but late-stage bull move ✅ Parabolic metals prices require conservative assumptions ✅ Copper offers long-term upside but near-term recession risk ✅ Oil and gas favor patient accumulation into 2026 ✅ High-margin business models outperform in downturns ✅ Bear markets create the best royalty acquisition opportunities
The first 125 subscribers will receive a 10% discount until midnight on January 31st - https://miningstockmonkey.com/products/vip?promo=LASTCHANCE
Chapters:
00:00 Jordan Rusche Mining Stock Monkey
04:02 Royal Gold outlook 2026
06:01 Gold cycle and market view
08:13 Selling royalties strategy
14:06 Elemental Royalty update
15:01 Junior royalty risks
16:00 Copper exposure and timing
19:15 Silver and Empress Royalty
21:27 Drill results and mergers
22:35 Oil outlook 2026
24:21 Nickel investment view
25:15 Thoughts on tin
25:48 Rutile graphite and rare earths
28:50 Lithium and Altius Minerals
30:31 Fed policy and metals
31:22 Mining Stock Monkey service
32:57 Subscriber results and conviction
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
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