Dan Wilton, CEO of First Mining Gold and seasoned mining executive, discusses a potential surge in gold tied to weakening fiat and shifting geopolitical trust. He covers gold's new link with bond yields, central banks reversing to buying gold, and why miners may still be undervalued. He also updates on the Springpole project timeline and permitting progress.
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insights INSIGHT
Gold Correlates With Rising Bond Yields
Gold has begun moving with rising bond yields because both reflect government funding risk.
Higher deficits push long-term yields up while investors buy gold as an alternative store of value.
question_answer ANECDOTE
Central Banks Reversed Gold Selling
Central banks sold gold from the mid-90s until about 2015–2016, then reversed course.
China began buying gold as it reduced U.S. treasuries, accelerating central bank demand for gold.
insights INSIGHT
Sanctions Pushed Nations Toward Gold
The use of the U.S. dollar as a weapon in sanctions pushed countries to diversify reserves.
That accelerated demand for gold as a non-manipulable store of value after Russia's invasion of Ukraine.
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For more information on First Mining Gold (TSX: FF | OTCQX: FFMGF), check out their website: https://firstmininggold.com/Dan Wilton, CEO of First Mining Gold, believes that gold's rise from $2,000 to $5,000 over two years reflects a breakdown in global fiscal discipline and geopolitical trust, and he argues that gold miners remain dramatically undervalued because we are still early in this cycle.*This video was recorded on January 25, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAN WILTON AND FIRST MINING GOLD:X (@firstmining): https://x.com/FirstMiningWebsite: https://www.firstmininggold.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:10 - Gold price3:19 - Gold’s new correlation with bond yields6:01 - How institutional sentiment has shifted10:33 - Ray Dalio says fiat system is dying12:24 - Top of the cycle?20:07 - Drilling22:24 - Canadian mining policy#investing #gold #mining
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