Veteran trader and global precious metals strategist Vince Lanci, the voice behind the widely followed GoldFix Substack, returns with deep insight into why central banks around the world are out of options, why silver could reach one hundred forty-four dollars, and how governments have resorted to endless money printing as a default policy. In this episode of In It To Win It with Steve Barton, the conversation explores global macro conditions, the shift toward yield curve control, and the powerful consequences of a fast gold revaluation.

Vince shares why we are now living through a silent but aggressive currency debasement. He breaks down how modern price controls are being quietly implemented, why exit liquidity matters more than ever for silver stackers, and why SLV could hold up longer than COMEX in a crisis. With thoughtful analysis of supply dynamics, historical patterns, and the psychology behind silver's underperformance, Vince explains how silver and gold may soon revert to their natural ratio as fiat currency systems decline. Viewers interested in protecting their wealth in this new monetary era are encouraged to like, share, and subscribe. For more insights, follow Vince on his Substack at VBL GoldFix.

Connect with Vince Lanci!

Substack: https://vblgoldfix.substack.com/

X: https://x.com/Sorenthek

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Technical Analysis Charts Video Series

Key Market Insights On This Episode:

✅ Governments around the world are printing for survival

✅ Inflation or stagflation is the only way forward

✅ Yield curve control will be the Fed's final tool

✅ Price controls are already here, just not by name

✅ Silver remains undervalued despite long-term deficits

✅ Silver could reach $144 in five years based on supply and demand shifts

✅ Exit liquidity is critical when holding physical metals

✅ Gold revaluation would push silver closer to its natural ratio

✅ SLV may hold up better than COMEX due to US regulatory backing

✅ Industrial demand and critical mineral status will drive silver's next bull run

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Chapters:

00:00 Vince Lanci full interview begins

01:32 Global macro-outlook and central bank printing

05:41 Inflation or stagflation what's more likely

10:06 Trump's quiet return to price controls

11:15 The Fed's final move before dollar collapse

13:10 How much gold and silver to hold in a portfolio

15:33 Best way to sell physical gold and silver

18:07 Is silver safe during a major market crash

20:42 Which metal to hold in a crisis

21:11 Why silver isn't higher despite the deficit

23:01 Where silver supply is really coming from

25:44 Silver to 144 price forecast explained

29:16 Critical mineral status impact on silver price

30:07 Reserved for premium content or deep dive

35:39 SLV vs Sprott risks and ETF safety concerns

42:01 How to follow and connect with Vince Lanci

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.

#DonDurrett #GoldStockData #Gold #Silver #SLV #Commodities #GoldInvesting #SilverInvesting #Stagflation #Inflation #PreciousMetals #FiatCollapse #VinceLanci #GoldFix #MacroEconomics #Bitcoin #Oil #Uranium #Copper #NaturalGas #Coal #Platinum #Nickel #SP500 #CurrencyDebasement #SteveBarton #InItToWinIt

Bob Quartermain, a legendary mining executive, sits down with Steve Barton at the 2025 New Orleans Investment Conference to explain why he came out of retirement to back Dakota Gold. With no debt, forty-one million dollars in cash, and a potential three billion dollar valuation on its Richmond Hill project, Dakota Gold is positioning itself as one of the most undervalued gold stocks in the market. Quartermain emphasizes the company's strategic advantages, including its location on private land in South Dakota, access to infrastructure, and strong local support. He also highlights the historical significance of the Homestake mining district and the company's two key projects, Maitland and Richmond Hill.

With a combined six point two million ounces of measured, indicated, and inferred gold resources, and all-in sustaining costs around one thousand fifty dollars per ounce, Dakota Gold offers compelling upside in a strong gold price environment. Quartermain discusses support from major backers like Orion, who have committed up to three hundred million dollars in project financing. He also shares his confidence in the team's technical expertise and the long-term growth potential from both exploration and production. Investors seeking growth in the gold sector may find Dakota Gold a standout opportunity.

Connect with Dakota Gold's Bob Quartermain!

Website: https://dakotagoldcorp.com/

LinkedIn: https://www.linkedin.com/in/robert-quartermain-97b581200/

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Technical Analysis Charts Video Series

Key Market Insights This Week:

✅ Dakota Gold has no debt and $41M in cash

✅ Over 6M oz of total gold resources

✅ Projects on private land for faster permits

✅ Based in South Dakota with strong local support

✅ Richmond Hill valued up to $3B at current gold prices

✅ Low cost production around $1050 per ounce

✅ Targeting 153K oz of gold per year

✅ Orion backing includes $300M funding option

✅ CEO Bob Quartermain has built billion-dollar mines before

✅ Two key projects just 2 miles apart

✅ Listed on NYSE under ticker DC with strong trading volume

✅ U.S. gold output is falling, boosting domestic value

✅ Exploration drilling continues with high-grade results

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Chapters:

00:00 Dakota Gold's Bob Quartermain

02:41 What sets Dakota Gold apart from other miners

05:33 Advantages of South Dakota and private land access

08:35 Bob Quartermain's mining background and experience

12:26 Building billion-dollar companies and past successes

14:57 Ownership structure and key strategic investors

16:01 Insider ownership and management alignment

17:56 Gold resource size and long-term production potential

22:42 De-risking strategy and jurisdiction benefits

23:50 Project risks and how they are mitigated

26:16 Final thoughts on gold market and company outlook

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.

#DakotaGold #GoldStocks #MiningInvestment #BobQuartermain #Gold2025 #NYSE #SouthDakotaGold #RichmondHillProject #MaitlandMine #GoldExploration #USGoldProduction #SteveBarton #InItToWinIt

In this feature from the 2025 New Orleans Investment Conference, Adrian Day of Adrian Day Asset Management shares a detailed macro outlook that challenges mainstream narratives. He outlines clear signs of a slowing US economy, including weak employment and manufacturing data, while highlighting a concerning global trend of central banks easing monetary policy before controlling inflation. According to Day, these conditions set the stage for persistent inflationary pressures and potential long-term currency devaluation.

Adrian explains why gold and silver are still far from their market tops, citing low public participation, undervalued gold stocks, and continued central bank buying. He highlights two companies that stand out in the current environment: Dakota Gold, with strong US-based assets, and Midland Exploration, supported by major partners like Rio Tinto, Barrick, BHP, and Agnico Eagle. Day views these as well-positioned plays in an ongoing precious metals bull market with significant upside potential.

Connect with Adrian Day!

Website: https://adrianday.com

Join our Free and Premium Newsletter!

https://www.stevebartonmoney.com/newsletter

Technical Analysis Charts Video Series: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners

Key Market Insights This Week:

✅ US economy slowing with weak jobs and manufacturing data

✅ Central banks cutting rates while inflation stays high

✅ Gold still undervalued, nowhere near market top

✅ Silver up but below historical highs, driven by retail buying

✅ Gold miners like GDX trading below S&P 500 valuations

✅ AEM strong on free cash flow and solid fundamentals

✅ Dollar strength temporary, long-term weakness expected

✅ Gold likely to hold above 3600, not expected to drop to 3200

✅ Silver supply tight due to limited primary production

✅ Dakota Gold offers strong upside with quality US assets

✅ Midland backed by majors like BHP and Rio Tinto

✅ Low public interest in metals suggests more room to run

✅ Inflation still a tailwind for precious metals

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Chapters:

00:00 Adrian Day Joins the Show

03:00 Central Banks Cutting Rates Early

09:18 Gold Spike and Short-Term Outlook

12:33 How to Value Gold Accurately

16:43 Gold Pullback Timing and Trend

20:42 Short-Term Moves and Buyer Exhaustion

24:53 Gold Ratio Valuations

26:06 Gold Price Floor Estimates

26:53 Silver Outlook and Key Drivers

30:43 Conference Picks and Company Highlights

33:13 Midland Exploration and Big Partners

35:13 Dakota and Midland Market Caps

35:58 Metallurgy Issues at Dakota

36:36 Why Adrian Likes Dakota and Midland

38:29 Final Thoughts 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.

#AdrianDay #GoldInvesting #SilverStocks #USEconomy #PreciousMetals #DakotaGold #MidlandExploration #GDX #Commodities #MiningStocks #Inflation #FederalReserve #NewOrleansInvestmentConference #SteveBarton #InItToWinIt

In this week's Monday Market Moves, Steve Barton breaks down the biggest trends in commodity investing and what's really moving the markets. The S&P 500 edged slightly higher but most of the excitement came from metals and energy. Gold looks ready for a short-term correction while silver hit a new intraday high before pulling back. Copper bounced modestly, oil is still forming a long consolidation pattern, and natural gas keeps grinding higher despite extreme technicals. Bitcoin broke below support and could be heading for more losses.

Steve dives into how global political tension, rising treasury yields, and the dollar's movement could impact commodities going forward. He also lays out accumulation strategies for precious metals and energy stocks while pointing to high-probability setups across the board. Premium subscribers get access to company-specific trade setups with live portfolio updates and entry points. If this video helps you out, be sure to like it, share it with other investors, and subscribe so you never miss a market update.

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 up 0.1% with early week strength fading

✅ DXY down 0.3%, bounce likely near-term

✅ Gold up 2.1%, correction expected to continue

✅ Silver up 5.3%, retraced from new intraday high

✅ Copper up 2.1%, bounce likely before rolling over

✅ Uranium up 0.7%, weak bounce, equities lagged

✅ Oil up 0.6%, extended bull flag still intact

✅ Natural gas up 5.8%, overbought, reversal likely

✅ Thermal coal down 1.1%, near channel support

✅ Platinum up 1%, showing volume-based weakness

✅ Palladium up 1.7%, cup and handle pattern forming

✅ Nickel down 1.3%, NIKL up 6.2%, hit buy levels

✅ Bitcoin down 8.3%, broke 200-day, support at 85K

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Chapters:

00:00 Kicking Off Monday Market Moves

00:14 S&P 500 Stalls After Early Strength

03:59 Gold Rally Fades as Sellers Step In

11:57 Silver Breaks Out Then Slams the Brakes

18:58 Copper Pops but Reversal May Be Coming

20:17 Uranium Inches Higher but Lacks Power

22:13 Oil Coils Tightly in Bull Flag Setup

23:16 Natural Gas Defies Gravity Again

25:08 Coal Chart Disputed by Industry Insider

26:49 Platinum Teeters at Support Line

29:36 Nickel Slips Below 15K Watch Level

31:36 Bitcoin Crashes Through Key Support

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 #SNP500 #Gold #Silver #Copper #Uranium #Oil #NaturalGas #Coal #Platinum #Palladium #Nickel #Bitcoin #MarketUpdate #SteveBarton #InItToWinIt

Marco Roque, CEO of Cassiar Gold, shares insights from the 2025 New Orleans Investment Conference, explaining why he believes the company is the most undervalued junior gold explorer in North America. With a market cap between 25 and 30 million US dollars and no debt, Cassiar holds a 2.6 million ounce gold resource worth over 10 billion dollars in the ground. Roque emphasizes that the company has only explored a small fraction of its total land package and sees significant upside potential as they continue drilling and advancing toward a preliminary economic assessment in 2026.

Connect with Marco Roque!

Website: https://cassiargold.com

LinkedIn: https://www.linkedin.com/in/marcobroque/

Cassiar's 59,000-hectare land position that includes five past-producing mines, two active mine permits, and a fully owned and permitted mill. Roque also highlights existing infrastructure such as paved road access, power, water, and 25 kilometers of underground workings. The leadership team includes seasoned operators like Chair Steve Letwin, former CEO of IAMGOLD, and geologist Jill, who previously helped define major discoveries now in production. Roque points to their strong institutional and insider ownership as a sign of alignment with shareholders ahead of several key catalysts in the months ahead.

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 Insights in this episode:

✅ Cassiar Gold valued at 25–30M USD with no debt ✅ Holds 2.6M oz gold resource worth over $10B in the ground ✅ Owns 59,000 hectares with five past-producing mines ✅ Strong infrastructure with permits, paved roads, mill, and power ✅ Leadership team includes ex-IAMGOLD CEO and top geologists ✅ Less than 0.3% of land explored so far ✅ High hit rate with 99% drilling success over three years ✅ Pending drill results, metallurgy studies, and first PEA in 2026 ✅ Insiders own 15% and invested heavily alongside institutions ✅ Clear path to scale toward 5M oz and potential production in 5 years

Affiliates /Tools for Success that I Love and find Helpful:

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Chapters:

00:00 Meet Marco Roque at NOIC 2025

01:18 Why Cassiar Gold is the most undervalued company

02:14 What sets Cassiar Gold apart from other explorers

06:49 Marco Roque's background and mining experience

11:07 Geologist Jill and her billion-dollar track record

12:29 Insider ownership and capital structure

14:28 Shareholder base and institutional backing

16:37 Gold focus and scalability potential

19:54 Near-surface ounces and grade highlights

20:06 The biggest unanswered question about the project

23:36 Capital plans and potential for warrant funding

24:35 Final thoughts and long-term vision

26:31 How to follow and contact Cassiar Gold

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.

#CassiarGold #MarcoRoque #GoldStocks #Mining2025 #GoldExploration #ResourceInvesting #JuniorMiners #NewOrleansInvestmentConference #Gold #SteveBarton #InItToWinIt

Don Durrett of GoldStockData.com shares his personal journey into the precious metals sector, which began in 1989 after deep research into macroeconomic trends. He explains why he believes the collapse of the US bond market is inevitable and outlines how this will drive capital into gold and silver. Durrett sees gold reaching over six thousand dollars and silver moving past one hundred and twenty-five dollars in the coming years. His long-term strategy focuses on waiting for this outcome while accumulating undervalued mining stocks, positioning for what he calls a generational wealth transfer.

Connect with Don Durrett!

Website: https://www.goldstockdata.com

He offers insights into key positions in his portfolio including Integra Resources, Guanajuato Silver, 1911 Gold, Avino, Vizsla, and Aya Gold and Silver. Don explains his criteria for picking stocks with tenfold potential based on future metal prices and low-risk profiles. He also breaks down his disciplined exit strategy and how he prepares for extreme market volatility. The conversation wraps with a strong message about the importance of thinking long term in a sector that punishes short-term speculation but rewards patient conviction.

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 Insights in this episode:

✅ Don started investing in gold and silver in 1989

✅ Predicts US bond market collapse will boost metals

✅ Expects gold to reach $6,000+ and silver $125+

✅ Focuses on long-term holding, not short-term trades

✅ Believes silver will outperform gold in next bull run

✅ Thinks mining stocks will surge by 2026

✅ Top picks include Integra, Guanajuato, and 1911 Gold

✅ Also bullish on Avino, Vizsla, Aya, and AbraSilver

✅ Warns against emotional, short-term investing

✅ Says silver shortage will cause big price spikes

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Chapters:

00:00 Don Durrett joins the show!

00:42 How Don got into gold and silver

04:09 US decline and macro outlook

08:17 S&P 500 and market risks

12:30 Don's silver price targets

15:05 Gold-to-silver ratio outlook

17:23 How Don screens mining stocks

22:54 Don's exit strategy for metals

31:27 Favorite silver juniors

36:19 Thoughts on Boumadine update

37:54 Why Don likes Aya Gold & Silver

39:22 Silver Tiger permit and GoGold

44:02 Integra Resources outlook

47:28 New deal in Quebec overview

49:22 Thoughts on Fresnillo's Canada move

51:44 Guanajuato Silver after financing

54:14 Top 3 gold stocks including 1911 Gold

57:08 Where to follow Don's work

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 #MiningStocks #DonDurrett #GoldStockData #GoldBullRun #Investing2025 #PreciousMetals #SilverStocks #S&P500 #Commodities #Uranium #Copper #Bitcoin #Platinum #NaturalGas #Oil #Coal #Nickel #SteveBarton #InItToWinIt

Rudi Fronk, CEO of Seabridge Gold, shares a deep look into the company's direction and potential from the 2025 New Orleans Investment Conference. With a market cap of 2.3 billion US dollars and over 100 million Canadian dollars in cash, Seabridge holds no traditional debt. Instead, a unique convertible instrument converts into royalties at production. Fronk emphasizes that Seabridge was created as a play on gold price optionality, a vision that has paid off with gold rising 1200 percent and Seabridge shares up over 12000 percent since inception.

Connect with Rudi Fronk!

Website: hhttps://www.seabridgegold.com

LinkedIn: https://www.linkedin.com/in/rudi-fronk-b06ab6320

Fronk explains why the company is significantly undervalued, trading at less than 15 dollars per ounce in the ground compared to an industry average above 80. Seabridge holds more than 183 million ounces of gold and 59 billion pounds of copper with in-ground metals valued over one trillion dollars at current prices. He describes KSM as the largest undeveloped gold project in the world and confirms that three major companies are in final discussions for a joint venture. With 103 million shares outstanding and insider ownership exceeding 30 percent, Fronk remains confident that Seabridge is positioned for transformative growth and long-term value.

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 Insights in this episode:

✅ Seabridge Gold valued at 2.3B USD with 100M CAD in cash ✅ No traditional debt, uses royalty-based funding ✅ Holds 183M oz gold and 59B lbs copper ✅ Metal in the ground worth over 1 trillion USD ✅ KSM is the world's largest undeveloped gold project ✅ In final JV talks with three major mining companies ✅ Team has global experience and top exploration results ✅ Over 30% insider ownership for strong alignment ✅ CEO owns 1.4M shares and most of his net worth is in the company ✅ Project targets 33-year mine life and 1M oz gold per year

Affiliates /Tools for Success that I Love and find Helpful:

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Lobo's Weekly Recap (Free)

Uranium Newsletter

Chapters:

00:00 Intro with Rudi Fronk from Seabridge Gold

00:29 Welcome from the 2025 New Orleans Investment Conference

01:31 Seabridge Gold's $100 Million Cash Strategy

02:04 Is Seabridge Gold Undervalued?

03:01 What Sets Seabridge Apart from Other Miners

05:39 Over 183M oz Gold and 59B lbs Copper Explained

06:17 Meet the Experienced Team Behind Seabridge

07:33 Insider Ownership and Shareholder Structure

08:51 Rudi Fronk's Personal Stake in Seabridge

10:02 Who Can Buy One of the World's Largest Deposits?

12:47 Breaking Down the KSM District and Mine Plan

14:14 How Seabridge Will Process Gold and Copper

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.

#SeabridgeGold #RudiFronk #GoldStocks #Copper #MiningStocks #PreciousMetals #Gold #Silver #Uranium #Oil #NaturalGas #Coal #Nickel #Bitcoin #S&P500 #InvestmentConference #KSMProject #SteveBarton #InItToWinIt

Susan Stroud, founder of No Bull Ag, shares a data-driven breakdown of today's agriculture market. Speaking with Steve Barton, she explains how Brazil has taken global market share from the U.S. in soybeans and cotton, how government biofuel policies are reshaping soybean oil demand, and why global trade dynamics with China are putting pressure on U.S. farmers. She also discusses how logistics, river transport, and domestic policy shifts have impacted America's role as a top exporter.

Connect with Susan Stroud!

Website: https://nobullag.com/

Substack: https://substack.com/@nobullag

Stroud points to palm oil as a key commodity to watch and breaks down how vegetable oils now trade like energy assets due to their use in renewable diesel. She offers clear insights on the challenges in U.S. wheat, corn, and soy markets, while explaining how government delays are creating risk for producers and investors. If you're tracking biofuels, ag trade, or macro commodity trends, this is the sharp, boots-on-the-ground perspective you need.

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 Insights in this episode:

✅ Brazil has overtaken the US as the top global ag supplier ✅ US farmers face falling income, oversupply, and lost exports ✅ Government biofuel policy driving up soybean oil demand ✅ More soy oil now used for fuel than food in the US ✅ Palm oil markets have major impact on global vegetable oils ✅ China buying cheaper Brazilian soybeans despite trade deals ✅ Uncertainty in ag policy hurting planning and pricing ✅ Global buyers shifting away from US grains and oilseeds ✅ Renewable diesel boom transforming soybean oil into energy asset ✅ Susan Stroud offers real-world, data-backed ag insights

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Uranium Newsletter

Chapters:

00:00 Meet Susan Stroud

01:37 Government Controls Ag

03:29 Brazil Beats US in Ag

04:19 US Farm Subsidies

05:38 Susan's Ag Background

07:14 Bullish Grains and Oils

10:43 Soybean Oil Used for Fuel

15:30 Biofuel Loopholes Exposed

17:48 Bearish Crop Outlook

20:31 Ukraine War and Wheat

23:11 China Stops Buying US Grain

26:25 Brazil Wins Soybean Sales

27:26 Why US Beans Cost More

28:31 Power of Palm Oil

31:34 Susan's Morning Routine

33:24 Best Ag Investment Play

35:58 Thoughts on Ag ETF

36:38 Too Much Productivity

40:02 Droughts and Crop Risk

41:56 Ag Trips to Brazil

43:17 Fixing Ag Policy

50:11 Final Thoughts

50:35 Follow Susan Stroud

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.

#Agriculture #Commodities #Biofuel #Soybeans #AgPolicy #Farming #BrazilAg #USDA #ChinaTrade #RenewableDiesel #PalmOil #SusanStroud #NoBullAg #InItToWinIt #MarketInsights #AgInvesting #SteveBarton #InItToWinIt

Javier Reyes, CEO of Luca Mining, outlines the company's transformation from the 2025 New Orleans Investment Conference. With a market cap of 300 million Canadian dollars, 25 million US dollars in cash, and just 8 million in debt, Luca Mining is targeting a debt-free balance sheet by 2026. Reyes explains their plan to grow gold equivalent production beyond 200,000 ounces and pursue a listing on the New York Stock Exchange. He also details Luca's recent inclusion in the GDXJ ETF and a diversified strategy built around gold, silver, copper, and zinc.

Connect with Javier Reyes!

Website: https://lucamining.com

LinkedIn: https://www.linkedin.com/in/javier-reyes-de-la-campa

The conversation highlights the company's 99 percent local workforce in Mexico and its strong focus on sustainable mining through community investment. Reyes shares how Luca Mining is funding life-saving open-heart surgeries for children in underserved areas. He emphasizes how a culture of humility and long-term local engagement has set Luca apart in managing complex social environments. The interview closes with a forward-looking vision where Luca increases throughput, boosts recoveries, and positions itself as a mid-tier producer with institutional backing and long-term upside potential.

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 Insights in this episode:

✅ Luca Mining valued at 300M CAD with strong cash and low debt

✅ On track to be debt-free by 2026 with 25M USD in cash

✅ Added to GDXJ ETF, gaining global attention

✅ Produces gold, silver, copper, and zinc for balanced growth

✅ Over 2M gold equivalent ounces between two mines

✅ Plans to boost production and improve recovery rates

✅ Goal to hit 200K gold equivalent ounces and go mid-tier

✅ Targeting NYSE listing by 2026

✅ 99% local workforce with strong community ties

✅ Supports life-saving heart surgeries for kids in Mexico

Affiliates /Tools for Success that I Love and find Helpful:

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New Orleans Investment Conference Nov 2-5-2025

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Lobo's Weekly Recap (Free)

Uranium Newsletter

Chapters:

00:00 Javier Reyes from the 2025 New Orleans Investment Conference

01:55 Is Luca Mining Undervalued?

03:55 27 Years of Mining Experience in Mexico

05:20 Local Workforce and Hiring Strategy

06:08 Social Challenges and Community Solutions

09:34 Ownership and Shareholder Structure

11:26 Retail Share Availability and Institutional Interest

12:44 Luca Mining's Commodity Breakdown

13:46 Comparing Campo Morado and Tahuehueto Mines

15:49 Increasing Throughput and Recovery Rates

19:17 Biggest Question Facing Luca Mining

21:19 Vision for Luca Mining in 2030

22:41 Final Thoughts and Social Impact Goals

24:02 Why Luca Supports Life-Saving Surgeries

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.

#LucaMining #JavierReyes #GoldStocks2025 #GDXJ #MiningInMexico #OpenHeartSurgery #PreciousMetals #UndervaluedStocks #TSX #NYSE2026 #CampoMorado #Tahuehueto #ESGInvesting #JuniorMiners #GoldEquivalents #MiningNews #SteveBarton #InItToWinIt

In this week's Monday Market Moves, I'm back from the New Orleans Investment Conference and ready to break down what's happening across the commodities space. The S&P 500 dipped 1.6 percent but I'm seeing signs of a bullish reversal ahead. The dollar rolled over which could give commodities a tailwind and volatility spiked before cooling off quickly. Gold and silver are consolidating and I think silver miners are flashing early warnings of more downside. Uranium got crushed across the board but I believe we're setting up for a strong bounce. Oil looks like it's forming a bull flag and natural gas surged but is now starting to roll over.

Coal and nickel are still flat but I wouldn't be surprised if we get a move higher soon. Bitcoin broke its 200-day moving average and it's looking like more weakness could be coming. I went over every chart with my red

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 down 1.6% but showing reversal signs

✅ DXY down 0.2%, likely tailwind for commodities

✅ Gold flat at 0.3%, consolidation expected

✅ Silver unchanged, miners look bearish

✅ Copper down 2.6%, COPJ dropped 6.1%

✅ Uranium dropped hard, URNM down 13.5%, SRUUF down 7.2%

✅ Oil down 2%, possible bull flag forming

✅ Natural gas up 4.6%, topping signs forming

✅ Thermal coal up 2.6%, met coal down 1.75%

✅ Platinum down 1.7%, holding 50-day average

✅ Palladium bullish, cup and handle setup forming

✅ Nickel down 1.2%, NIKL broke 50-day, down 6.4%

✅ Bitcoin down 7%, broke 200-day moving average

Affiliates /Tools for Success that I Love and find Helpful:

Join Our Free and Premium Newsletter

Technical Analysis Series

New Orleans Investment Conference Nov 2-5-2025

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Newsletter

Chapters:

00:00 New Orleans Conference Recap and Giveaway

00:58 S&P 500 and Market Reversal Setup

03:11 Gold Consolidation and Entry Zones

07:26 Silver Levels and Miner Weakness

16:32 Copper Breakdown and Buy Targets

18:35 Uranium Selloff and Bounce Setup

23:57 Crude Oil Bull Flag Forming

25:38 Natural Gas Rally and Topping Signs

27:00 Coal Update and Rare Earth Mention

28:52 Platinum Bear Flag and Palladium Setup

31:56 Nickel at Support and Miner Entries

34:15 Bitcoin Breaks Support and Bear Flag

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 #SNP500 #Gold #Silver #Copper #Uranium #Oil #NaturalGas #Coal #Platinum #Palladium #Nickel #Bitcoin #MarketUpdate #SteveBarton #InItToWinIt