In it to Win it

Peter Behncke, Senior Executive at Gold Royalty Corporation, delivers key insights from the 2025 Rule Symposium in Boca Raton, outlining the company's financial strength, key holdings, and major growth trajectory. With a $400M market cap, $3M in cash, and $27M drawn from a revolving credit facility, Gold Royalty is entering its first year of positive free cash flow. Insider ownership now sits near 20%, with rising institutional investment signaling broader market confidence. Behncke spotlights major royalty assets like Canadian Malartic, Côté, and Goldstrike—all positioned for meaningful production increases by 2028. Copper exposure through the Vares stream is now yielding returns following its commercial production milestone, anchoring a multi-decade income stream. Across all properties, the company projects growth from 5,700 to 25,500 GEOs by 2029—an increase of over 360% backed by top-tier operators like Agnico Eagle and Barrick. This new phase of free cash flow allows Gold Royalty to reduce debt, strengthen its balance sheet, and explore shareholder returns through buybacks or dividends. For investors seeking leverage to gold, disciplined growth, and real upside potential, like, share, and subscribe now. For more info, contact Peter at info@goldroyalty.com. Connect with Peter Behncke! Website: https://www.goldroyalty.com/ Twitter (X): https://twitter.com/GoldRoyaltyCorp LinkedIn: https://www.linkedin.com/company/gold-royalty-corp/ 🔥 Key Topics Discussed ✅ First year of positive free cash flow in 2025 ✅ $400M market cap, $3M cash, $27M debt drawn ✅ Nearly 20% insider and 16% institutional ownership ✅ Key assets: Canadian Malartic, Côté, Goldstrike, Railroad, Vares ✅ Malartic ramping up underground production by 2028 ✅ Côté royalty backed by $1B Franco-Nevada deal ✅ Vares copper stream in full production with 18+ year life ✅ GEOs set to grow 367% by 2029 ✅ Capital plan: reduce debt, buy back shares, consider dividends ✅ Growth led by brownfield assets with strong operators If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing! Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter Rule Symposium 2025 (Livestream Replay) Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Newsletter Chapters: 00:00 Intro and welcome 01:42 Ownership breakdown 02:16 Key asset overview 03:31 Côté update 04:13 Goldstrike and Ren 04:57 Railroad progress 06:07 Vares tailings update 06:46 Vares royalty length 07:09 Gold vs copper revenue 07:53 Copper market outlook 08:27 Growth drivers 09:49 Cash flow and GEOs 11:23 2026 production outlook 12:16 Capital plans 13:40 Contact and closing 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. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #GoldRoyalty #PeterBehncke #RuleSymposium2025 #GoldStocks #Copper #CanadianMalartic #CoteGold #Gold #VaresCopper #RoyaltyCompanies #AgnicoEagle #BarrickGold #FrancoNevada #JuniorMiners #CapitalAllocation #CommodityInvesting #NaturalResources #Silver #Uranium #Oil #NaturalGas #Coal #Platinum #Palladium #Nickel #IronOre #Bitcoin #SP500 #InItToWinIt #SteveBarton

Derrick Pattenden, Chief Investment Officer of Nations Royalty, speaks from the 2025 Rule Symposium to detail how Canada's only majority Indigenous-owned public company is transforming the mining royalty landscape. With a CA$70M market cap, CA$5.7M in cash, zero debt, and a strategy built on equity-based partnerships, Nations Royalty is uniting high-quality mining royalties held by Indigenous communities into one powerful, value-driven vehicle. Core assets include KSM (Seabridge Gold), Brucejack (Newmont), and the Premier and Red Mountain gold projects, giving the company exposure to some of the most strategic properties in northern British Columbia. Derrick explains how the company's leadership—backed by industry veterans like Frank Giustra and ex-Franco-Nevada CFO Alec Morrison—has built a team blending technical mining experience with deep Indigenous ties. Nations Royalty's structure allows it to expand through collaboration, not competition, by acting as a trusted advisor and partner to Indigenous nations. This approach is already driving negotiations to pool additional royalties across Canada, unlocking greater value for both shareholders and communities. With billions in unpooled Indigenous royalties still untapped, the company sees enormous potential for growth and long-term revaluation. If you're passionate about smart investing, Indigenous economic sovereignty, and the future of mining, like, comment, share, and subscribe now. For more info, contact Derrick at derrickpattenden@nationsroyalty.ca or (604) 616-5992. Connect with Derrick Pattenden! Website: https://nationsroyalty.ca LinkedIn: https://www.linkedin.com/in/derrick-pattenden-cfa-a7302765/ 🔥 Key Topics Discussed ✅ Nations Royalty pools Indigenous mining royalties into one public company ✅ Derrick Pattenden shares details on $70M valuation and $5.7M cash with no debt ✅ Equity-based deals range from $20M to $100M ✅ Top assets include KSM, Brucejack, Premier, Red Mountain, and Kitsault ✅ Nisga'a Nation holds 77 percent ownership with low public float ✅ Team includes former leaders from Franco-Nevada and Wheaton ✅ Offers free support to Indigenous groups during royalty negotiations ✅ Pooling boosts asset value and investor appeal ✅ Expansion underway through new Indigenous partnerships across Canada If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing! Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter Rule Symposium 2025 (Livestream Replay) Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Newsletter Chapters: 00:00 Nations Royalty's Derrick Pattenden on Company Origins 02:12 Market Cap, Cash, and Deal Structure 03:02 Ownership and ISHKA Nation Stake 04:17 Leadership and Team Overview 05:49 Kody Penner's Background 06:36 Core Assets Overview 09:08 Brucejack Royalty Update 10:26 Expansion Beyond Founding Nation 11:54 Future Partnerships and Strategy 14:08 Key Investor Questions 16:10 Contact Information 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. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #NationsRoyalty #DerrickPattenden #IndigenousOwnership #GoldMining #TSXV #MiningRoyalties #FirstNations #SeabridgeGold #KSM #Brucejack #ResourceInvesting #ESG #Bitcoin #Gold #Uranium #Copper #MiningStocks #NaturalResources #InItToWinIt #SteveBarton

Joaquin Marias, newly appointed CEO of Argenta Silver, speaks from the 2025 Rural Symposium in Boca Raton to outline the company's accelerating momentum. Backed by a $70M market cap, no debt, and a $4,000-meter winter drill program underway in the Andes, Argenta is quickly becoming one of the most compelling silver plays in Argentina. Strategic investors like Frank Giustra and Eduardo Stein bring high-net-worth credibility and long-term capital strength. In this interview, Joaquin shares how his deep roots in Argenta's mining sector, combined with his reputation among local communities and government, give Argenta a competitive edge. His leadership has helped solidify relationships with indigenous groups and government bodies, improving access and speeding up exploration efforts. The company now holds 50 million ounces of high-grade, pure silver—no base metal equivalents—with drill samples hitting over 2kg/ton. With President Javier Milei's pro-industry reforms creating a more attractive climate for foreign capital, Argenta is drawing significant attention from global miners. Joaquin emphasizes that with only 1% of Argenta's 57,000-hectare property drilled, the upside remains massive. This is a critical moment for investors tracking silver, mining, and South American growth stories. Like, comment, and subscribe for more boots-on-the-ground interviews with top resource sector CEOs! Connect with Joaquin Marias! Website: https://argentasilver.com/ Twitter (X): https://x.com/therealgeojo LinkedIn: https://www.linkedin.com/in/joaquin-marias/ 🔥 Key Topics Discussed ✅ Rising unemployment and jobless claims as recession indicators ✅ How gold and silver miners historically lead ahead of recessions ✅ Copper's technical breakout and bullish setup compared to gold ✅ Uranium's strength and why CCJ is the leading stock to watch ✅ Why lithium and rare earths are not yet showing buy signals ✅ The critical role of moving averages in identifying low-risk entries ✅ Emotional capital, risk management, and avoiding FOMO trades ✅ Long-term chart analysis using classical technical patterns ✅ Correlation between macro data and commodities performance ✅ Using chart-based frameworks over speculative fundamentals If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing! Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter Rule Symposium 2025 (Livestream Replay) Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Newsletter Chapters: 00:00 Argenta Silver's CEO Introduction 02:09 Company Financials No Debt and Strong Cash Reserves 04:42 CEO Background in Geology and Exploration 07:18 Local Advantage of Native Argentine Leadership 09:57 Fiore Group Overview and Strategic Support 12:44 Retail Ownership and Share Availability Breakdow 14:50 Current Drilling Program and Expansion Plans 16:08 Silver Resource Location and Geological Continuity 17:24 Biggest Unanswered Geological Question 19:16 Political Shift in Argenta and Renewed Optimism 20:48 Outro and How to Follow Argenta Silver 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. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #SilverStocks #JoaquinMarias #ArgentaSilver #MiningCEO #ArgentinaMining #FioreGroup #PreciousMetals #SilverExploration #Gold #Copper #NaturalResources #OTCStocks #TSXV #JuniorMining #JavierMilei #InItToWinIt #SteveBarton

Tara Christie, CEO of Banyan Gold, shares key developments in the company's Yukon-based gold resource, which now exceeds 7 million ounces. With 2.27 million ounces in the indicated category and 5.45 million inferred, she highlights a focused shift toward defining near-surface, high-grade starter pits—essential for early-stage financing and fast-tracked development. The interview centers on Banyan's flagship Armac project, now in the midst of a 30,000-meter drill program targeting resource expansion and metallurgical de-risking. Tara outlines plans for a Preliminary Economic Assessment (PEA) in Q4 and explains how the company's efficient exploration strategy, including sub-$300/m drilling costs, is designed to maximize value. Her experience—from growing up prospecting in the Yukon to leading a public exploration company—adds a compelling layer to the company's growth narrative. With $18 million in cash, no debt, and strong insider ownership, Banyan Gold is positioned for significant re-rating. Recent high-grade drill hits—like 16 meters at 9 g/t—further validate the scale and quality of their asset in an infrastructure-rich, permit-ready setting. Like, comment, and subscribe for more top-tier mining insights from industry leaders like Tara Christie! Connect with Tara Christie! Twitter (X): https://x.com/christie2tara LinkedIn: https://www.linkedin.com/in/tara-christie-22846aa/ Facebook: https://www.facebook.com/BanyanGoldCorp/ Instagram: https://www.instagram.com/banyangold/ 🔥 Key Topics Discussed ✅ Updated 7M+ oz Yukon gold resource ✅ 2.27M oz indicated, 5.45M oz inferred – valuation impact ✅ High-grade near-surface zones ideal for starter pit ✅ Importance of shallow ounces for funding and permits ✅ 30,000m drill program with intercepts up to 16m @ 9g/t ✅ Armac project focus and upcoming PEA ✅ Low-cost drilling under $300/m and operational efficiency ✅ Tara Christie's mining roots and leadership approach ✅ Strong balance sheet: $18M cash, no debt, tight structure ✅ Positioning for a market re-rating in the gold space If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing! Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter Rule Symposium 2025 (Livestream Replay) Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Newsletter Chapters: 00:00 Tara Christie and Banyan Gold's resource update 02:09 New drill results and high-grade gold zones 03:19 Identifying near-surface starter pit potential 05:02 Armac project update and PEA plans 07:00 Tara Christie's gold mining background 11:18 Shareholder breakdown and insider ownership 14:45 Project economics and grade 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. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #Gold #YukonGold #TaraChristie #BanyanGold #MiningStocks #JuniorMiners #GoldInvesting #GoldExploration #GoldRush #MiningCEO #HighGradeGold #SustainableMining #InItToWinIt #SteveBarton

Join Steve Barton in this week's Monday Market Moves as he navigates fresh highs in the S&P 500, a weakening U.S. dollar, and pivotal shifts across the commodity complex. With major technical signals flashing across gold, silver, and copper, Steve outlines actionable setups and limit orders for serious investors preparing for next week's price action. He breaks down sharp moves in uranium stocks, evaluates oil's potential bear flag, and reviews natural gas weakness with key support levels in sight. Bitcoin's bounce and risk of reversal also take center stage, alongside ETF strategies, market psychology, and a powerful new entry in Equinox Gold that Steve labels a potential "backup the truck" moment. The episode includes technical and fundamental analysis across energy, metals, and equities, plus a preview of Steve's newly released technical analysis video course: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners. Don't miss viewer Q&A, insights into monetary policy impacts, and real-world investing scenarios. Like, share, and subscribe for weekly market updates—and visit https://www.stevebartonmoney.com/ to join the free newsletter. Key Market Insights This Week: ✅ S&P 500 hits new all-time highs despite thin holiday trading ✅ US dollar slips below support; short-term bounce possible ✅ Gold pierces 6-month trendline; eyes retest of 200-day moving average ✅ Silver tests breakout zone; needs close above $36.41 for momentum ✅ Copper dips 1.5% but holds key uptrend; strong support at $4.85 ✅ Uranium sees pullback; physical trust adds 100K lbs, equities overextended ✅ Crude oil down 0.75%; bear flag pattern signals further downside ✅ Natural gas breaks 200-day MA; support zone directly below ✅ Platinum breaks out of multi-year channel; bullish continuation likely ✅ Bitcoin bounces, then fades; 50-day MA at $106.5K is critical resistance 📩 Join My FREE Newsletter: https://www.stevebartonmoney.com/ Join My Technical Analysis Series: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing! Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter Rule Symposium 2025 (July 7-11) Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Newsletter Chapters: 00:00 Intro to Monday Market Moves 00:10 S&P 500 and Currency Market Update 04:26 Gold Breaks Trendline, Technical Setup 12:06 Technical Analysis Series 14:20 B2 Gold Update 15:50 Silver Hits Key Resistance, Bullish Pattern 19:46 Copper Dips Slightly, Long-Term Trend Intact 24:20 Uranium Pullback and Overbought Equities 31:35 Crude Oil Bear Flag Forming 35:09 Natural Gas Breaks 200-Day Moving Average 41:37 Coal Prices Mixed, Entry Levels in Focus 42:42 Platinum Breakout and Palladium Momentum 49:04 Nickel Holds 200-Day, Mining ETF Recap 51:55 Bitcoin Rebounds, Faces Key Resistance 53:17 Outro and Rule Symposium Preview 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. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #CommodityInvesting #Gold #Silver #Copper #Uranium #Oil #NaturalGas #Coal #Platinum #Palladium #Nickel #IronOre #Bitcoin #S&P500 #MarketTrends #SteveBarton #TechnicalAnalysis #Investing #EquityMarkets #MondayMarketMoves #SteveBarton #InItToWinIt

Patrick Karim of NorthStar BadCharts delivers a sharp breakdown of the macroeconomic terrain, drawing attention to rising unemployment and jobless claims as early signals of a potential recession. However, he cautions that markets typically anticipate these trends, creating unique opportunities—especially in gold and silver miners, which often rally before recessions fully materialize. In this analysis, Patrick zeroes in on key commodities: gold, silver, copper, and uranium. He identifies copper as a prime candidate for growth, citing favorable chart setups and historical trends. Uranium, led by standout performer CCJ, also shows strength. Conversely, lithium and rare earths are flagged as sectors to watch, not yet showing technical confirmation for an entry. Karim also responds to viewer-submitted stocks, including GDX, FCX, VZLA, and EXN, tying each back to broader macro indicators like yield curve inversions and inflation expectations. Patrick underscores the importance of timing, risk management, and avoiding emotional decision-making. By focusing on technical strength and avoiding overstretched entries, investors can position themselves more strategically for gains in volatile environments. Like, comment, and subscribe for more top-tier investing insights from Patrick Karim! Connect with Patrick Karim! Website: https://northstarbadcharts.com Twitter (X): https://x.com/badcharts1 🔥 Key Topics Discussed ✅ Rising unemployment and jobless claims as recession indicators ✅ How gold and silver miners historically lead ahead of recessions ✅ Copper's technical breakout and bullish setup compared to gold ✅ Uranium's strength and why CCJ is the leading stock to watch ✅ Why lithium and rare earths are not yet showing buy signals ✅ The critical role of moving averages in identifying low-risk entries ✅ Emotional capital, risk management, and avoiding FOMO trades ✅ Long-term chart analysis using classical technical patterns ✅ Correlation between macro data and commodities performance ✅ Using chart-based frameworks over speculative fundamentals If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing! Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter Rule Symposium 2025 (July 7-11) Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Newsletter Chapters: 00:00 Introduction and Macroeconomic Outlook 16:25 Gold Market Insights 20:46 Copper Stocks and Diversification 24:19 Silver Market Analysis 32:39 Lithium Investment Discussion 35:33 Uranium Market Overview 36:01 Comparative Analysis of Mining Stocks 39:40 Exelon and Venture Stocks 45:50 Nifty 50 Chart Review 51:08 China ETF Insights 54:26 Rare Earths Market Discussion 56:26 Currency Analysis: Euro and CAD 57:49 USD to CAD Overview 59:31 DXY Insights 01:04:19 Outro and Closing Remarks 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. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #Gold #Silver #Copper #Uranium #MiningStocks #PatrickKarim #Commodities #StockMarket #Investing #TechnicalAnalysis #GDX #CCJ #Lithium #REMX #Bitcoin #SP500 #NaturalGas #Oil #IronOre #Nickel #Platinum #Palladium #Coal #InItToWinIt #SteveBarton

John Polomny of Actionable Intelligence offers a clear, data-driven outlook that challenges the prevailing recession and stagflation narratives. He explains how global central bank rate cuts, rising liquidity, and continued fiscal deficits may support economic growth, not contraction. Key indicators like PMIs and commodity breakouts are signaling a potential shift in the cycle. John outlines his highest-conviction investment themes, including Canadian oil sands, platinum group metals, uranium, and offshore drilling. He emphasizes that these sectors are positioned to benefit from long-term supply constraints rather than short-term demand spikes. He also highlights specific companies he believes are undervalued and poised for growth. Throughout the discussion, John stresses the importance of a disciplined investment strategy—knowing the difference between speculation and true investing, writing down your thesis, and focusing on businesses that generate real cash through dividends and royalties. His approach provides long-term investors with practical tools to navigate volatility and build lasting wealth. Like, comment, and subscribe for more expert insights from John Polomny! Connect with John Polomny! Twitter: https://x.com/JohnPolomny YouTube Channel: https://www.youtube.com/@ActionableIntelligenceAlert Substack: https://substack.com/@actionablenews 🔥 Key Topics Discussed ✅ Risks of investing in Melbana Energy ✅ Coal market outlook and Glencore strategy ✅ Uranium processing and Cameco analysis ✅ Mega Uranium valuation and management concerns ✅ Denison Mining project development risks ✅ Agricultural investments and fertilizer stocks ✅ Platinum forecast and market fundamentals ✅ Rare earths and speculative risk ✅ ESG impact on resource investing ✅ Political and policy trends affecting markets If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing! Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter Rule Symposium 2025 (July 7-11) Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Newsletter Chapters: 00:00 Introduction and opinion on Melbana Energy 02:07 Coal market update and Glencore strategy 05:22 Uranium processing and company outlooks 10:59 Mega Uranium valuation and NAV discussion 18:08 Thoughts on Denison Mining project development 24:27 Phosphate and potash stocks including Mosaic 25:55 Platinum group metals and rare earths outlook 32:03 Geome Resources and rare earth recycling 33:08 Doge committee effectiveness and government waste 41:35 Government-run grocery store proposal reaction 53:34 How to follow and connect with John Polomny 54:14 Closing remarks and outro 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. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #JohnPolomny #ActionableIntelligence #Commodities #Uranium #Coal #PGMs #Platinum #NaturalGas #Investing #EnergyStocks #Gold #Silver #FertilizerStocks #Mosaic #Cameco #Bitcoin #MacroTrends #RareEarths #Glencore #InItToWinIt #SteveBarton

John Polomny of Actionable Intelligence offers a clear, data-driven outlook that challenges the prevailing recession and stagflation narratives. He explains how global central bank rate cuts, rising liquidity, and continued fiscal deficits may support economic growth, not contraction. Key indicators like PMIs and commodity breakouts are signaling a potential shift in the cycle. John outlines his highest-conviction investment themes, including Canadian oil sands, platinum group metals, uranium, and offshore drilling. He emphasizes that these sectors are positioned to benefit from long-term supply constraints rather than short-term demand spikes. He also highlights specific companies he believes are undervalued and poised for growth. Throughout the discussion, John stresses the importance of a disciplined investment strategy—knowing the difference between speculation and true investing, writing down your thesis, and focusing on businesses that generate real cash through dividends and royalties. His approach provides long-term investors with practical tools to navigate volatility and build lasting wealth. Like, comment, and subscribe for more expert insights from John Polomny! Connect with John Polomny! Twitter: https://x.com/JohnPolomny YouTube Channel: https://www.youtube.com/@ActionableIntelligenceAlert Substack: https://substack.com/@actionablenews 🔥 Key Topics Discussed ✅ Global rate cuts and economic outlook ✅ Why John Polomny disagrees with recession forecasts ✅ Rising commodity trends: oil, copper, agriculture ✅ High-conviction sectors: Canadian oil, PGMs, uranium ✅ Investment strategy: dividends, royalties, cash flow ✅ Speculation vs. long-term investing ✅ Portfolio positioning and risk management ✅ Opportunities in emerging markets and offshore energy ✅ Outlook on central banks, inflation, and fiscal policy ✅ Key companies and sectors to watch in 2025 If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing! Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter Rule Symposium 2025 (July 7-11) Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Newsletter Chapters: 00:00 Introduction and macro view of global markets 12:16 Typical order of commodity bull cycles and recessions 18:59 John Polomny's highest conviction sectors in 3 to 5 years 24:24 Portfolio cash position and market timing strategy 26:12 How John Polomny got started in investing 40:10 LNG arbitrage and outlook on US Canadian natural gas 40:55 Oil tankers dry bulk shipping and capital return 42:31 Offshore energy and dividend investing 51:32 Opinion on Baytex Energy 54:34 Opinion on Melbana Energy and closing thoughts 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. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #Commodities #JohnPolomny #ActionableIntelligence #Investing #OilStocks #Gold #Uranium #MacroEconomics #NaturalGas #DividendInvesting #Royalties #S&P500 #Copper #Bitcoin #Palladium #InflationHedge #EconomicTrends #InItToWinIt #SteveBarton

Join Steve Barton in this week's Monday Market Moves as he breaks down major developments across commodities and equities. The S&P 500 defies bearish expectations and hits new highs, while gold breaks below key support levels, triggering updated technicals and limit orders. Silver trades sideways, copper breaks the $5 mark, and uranium continues its sharp ascent—highlighting real-time market momentum. Steve covers oil's potential bear flag pattern, natural gas fluctuations, and Bitcoin's recent bounce with critical resistance in view. His deep dive includes ETF trade setups, macroeconomic signals, and insights into how global events may be influencing each asset class. This episode includes comprehensive analysis on metals, energy, and mining stocks, along with answers to viewer questions and commentary on Fed policy, market sentiment, and sector rotations. Don't forget to like, share, and subscribe for weekly market coverage, and visit https://www.stevebartonmoney.com/ to sign up for the free newsletter. Key Market Insights This Week: ✅ S&P 500 reaches new all-time highs amid quarter-end window dressing ✅ US dollar breaks key support; bond yields drop, signaling stagflation risks ✅ Gold breaks multi-month trendline; possible entry for new investors ✅ Silver remains range-bound; support near $34.50 and $35.50 levels ✅ Copper rallies above $5/lb; strong technical momentum continues ✅ Uranium gains 2.5% as physical trust adds 500K lbs; equities overbought ✅ Crude oil drops 11%+; forming potential bear flag pattern ✅ Natural gas dips, rebounds at 200-day MA; likely to remain range-bound ✅ Platinum finally breaks 11-year resistance; palladium follows with strength ✅ Bitcoin rebounds from $98K low but faces resistance at $109K 📩 Join My FREE Newsletter: https://www.stevebartonmoney.com/ If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing! Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter Rule Symposium 2025 (July 7-11) Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Newsletter Chapters: 00:00 Introduction and Weekly Market Recap 00:14 S&P 500 New Highs and End of Quarter Moves 03:04 US Dollar Breakdown and Yield Curve Insights 08:45 Gold Breaks Trendline and Setup for New Buyers 24:36 Silver Range Holds with Key Support Levels 29:36 Copper Surges Past $5 with Bullish Momentum 33:47 Uranium Gains and Physical Trust Activity 40:33 Crude Oil Drops Over 11 Percent with Bear Flag Watch 46:51 Natural Gas Bounce from 200-Day Moving Average 49:42 Coal Prices Stay Soft Across the Board 51:53 Platinum Breakout After Multi-Year Base 55:52 Nickel Trades Above 200-Day Moving Average 57:45 Iron Ore Flatlines and Recession Signals 58:54 Bitcoin Rebounds but Faces Resistance 59:48 Final Thoughts and Upcoming Events 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. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #CommodityInvesting #GoldStocks #UraniumStocks #EnergyInvesting #SilverMiners #S&P500 #Bitcoin #OilPrices #NaturalGas #Platinum #MarketTrends #SteveBarton #MondayMarketMoves #SteveBarton #InItToWinIt

Jordan Rusche of Mining Stock Monkey dives deep into the metals and mining sector, delivering sharp insights and actionable investment strategies. He discusses Eric Sprott's investment approach, the risky financials of Highcroft Mining, and why he personally avoids overleveraged silver companies. Jordan explores the turnaround prospects for Equinox Gold, explains why the Calibre merger might be a game changer, and praises Denison Mines' strategic uranium moves. He also weighs in on Tether's surprise investment in precious metals and how it could shake the market. Jordan covers company-specific listener questions on B2Gold, Elemental Altus, and Ivanhoe Mines, providing raw, unfiltered analysis. He emphasizes long-term potential in oil stocks over the next decade, naming Devon Energy as a top pick, and shares key uranium plays including Denison and NextGen. Drop your thoughts in the comments, like if you found value, and don't forget to subscribe for more deep dives like this one! Connect with Mining Stock Monkey: https://miningstockmonkey.com/products/vip?promo=STEVE77 🔥 Key Topics Discussed ✅ Eric Sprott's Highcroft bet and investment style ✅ Equinox-Calibre merger and growth outlook ✅ B2Gold's catalysts and Mali risk ✅ Tether's move into precious metals ✅ Best silver stocks: quality vs. leverage ✅ Top uranium picks: Denison, NextGen, Paladin ✅ Caution on optionality plays and Adnani-run firms ✅ Long-term oil outlook and Devon Energy ✅ Ivanhoe Mines' recent setbacks ✅ Jordan's smart, risk-aware investment strategy If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing! Affiliates /Tools for Success that I Love and find Helpful: Join Our Free Newsletter Rule Symposium 2025 (July 7-11) Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Newsletter Chapters: 00:00 Introduction to Mining Stock Monkey 01:30 Eric Sprott's Highcroft Mining Investment 07:15 Equinox Gold's Struggles & Turnaround Potential 09:52 Technical Levels & Mid-Tier Metals Watchlist 12:14 B2Gold Catalysts & Mali Risk 17:33 Elemental Altus & Tether's Precious Metals Stake 22:04 Best Silver Stocks if Silver Hits $60 26:01 IA Gold & Silver Analysis Request 28:57 Uranium Stocks Adnani-Led Companies Concerns 29:57 Denison Mines Top-Tier Uranium Play 37:18 Paladin Profitability After Flooding 38:57 NextGen Energy Long-Term Uranium Bet 40:20 Sprott's $200M Raise & Market Impact 41:20 Rare Earths EMX and Other Considerations 42:25 Top Long-Term Mining Picks (5–10 Years) 47:33 Ivanhoe Mines Seismic Risk & Recovery Outlook 53:53 Jordan's Newsletter Offer & Research Highlights 55:18 Final Thoughts & Subscription Discount Info 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. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #JordanRusche #MiningStockMonkey #EricSprott #GoldStocks #SilverStocks #UraniumInvesting #OilStocks #MiningInvesting #TetherCrypto #EquinoxGold #DenisonMines #InvestingStrategies #Commodities #NaturalResources #InItToWinIt #SteveBarton