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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
Affiliates /Tools for Success that I Love and find Helpful:
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Technical Analysis Series
New Orleans Investment Conference Nov 2-5-2025
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Lobo's Weekly Recap (Free)
Uranium Newsletter
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:
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 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
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 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:
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 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
Jason Hartman, CEO of Empowered Investor and host of the Creating Wealth Show, sits down with Steve Barton to uncover real estate strategies that remain under the radar in 2025. He shares how the ultra-low interest rates during the COVID era created a rare window for leveraged gains and how many investors failed to capitalize. Hartman introduces his concept of Packaged Commodities Investing, a framework that views real estate as an investment in globally traded materials like copper, steel, petroleum, and lumber, rather than just land and buildings.
Learn more about Jason Hartman!https://www.jasonhartman.com
https://open.spotify.com/show/1fITPhO3gnJmiPkPOJ0XxH?si=d13e8385b24d4635
The conversation expands into why Hartman sees income-producing real estate as a more dynamic and profitable alternative to gold or silver. He explains his Land to Improvement ratio, a tool for targeting undervalued markets with high commodity exposure and low land risk. Hartman breaks down the differences between cyclical, linear, and hybrid markets, warning investors to avoid high-risk regions and focus on landlord-friendly jurisdictions with favorable legal environments.
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:
✅ Mortgages can be powerful assets, not liabilities
✅ COVID era brought record low borrowing costs
✅ Real estate beats gold through leverage and cash flow
✅ Packaged Commodities Investing links housing to materials like copper and steel
✅ Best returns come from low land cost and high improvement value
✅ Linear markets are safer and steadier than cyclical ones
✅ Landlord friendly states protect investors and cash flow
✅ The LTI ratio helps spot lower-risk real estate deals
✅ Real estate remains the most tax-advantaged investment
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 Jason Hartman joins In It To Win It
01:07 What happened during the COVID money era
02:54 Connecting commodities and real estate
03:01 Why metals fall short compared to real estate
06:48 What is Packaged Commodities Investing
08:58 Where investors should look in 2025
11:22 Why linear and hybrid markets work best
12:16 Cyclical vs linear vs hybrid markets
14:21 How to follow Jason Hartman and his 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.
#JasonHartman #RealEstateInvesting #PackagedCommodities #CreatingWealthShow #NewOrleansInvestmentConference #Investing2025 #GoldVsRealEstate #LandlordTips #CashFlowProperties #MortgageStrategy #LinearMarkets #RealEstate2025 #SteveBarton #InItToWinIt
Tara Christie, President and CEO of Banyan Gold, is live from the 2025 New Orleans Investment Conference. Representing one of the most talked-about gold exploration companies in Canada, Tara brings key updates on Banyan Gold's progress and what lies ahead for the Yukon-based developer.
Learn more about Tara Christie!https://x.com/christie2tara
https://banyangold.com
https://www.linkedin.com/in/tara-christie-22846aa
Banyan now holds a 7.7 million ounce gold resource, is fully financed with $42 million in cash, and has no debt. With four drills turning and year-round access, the company is aggressively targeting high-grade starter pits and expanding its footprint near existing producers like Victoria Gold. Tara outlines how only 2 percent of Banyan's 680 square kilometer land package has been explored, and reveals a new high-grade silver discovery that could add an entirely new layer of value. With strong fundamentals, increasing M&A attention, and a proven team in place, Banyan Gold is shaping up to be one of the most strategic opportunities in the North American gold space.
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 from the Episode:
✅ 7.7 million oz gold resource in Yukon
✅ $42 million cash, zero debt
✅ C$320 million market cap
✅ 680 km² land, 98% still unexplored
✅ 150 drill holes coming, 40,000 meters drilled
✅ High-grade hits up to 539 g/t silver and 11 g/t gold
✅ New silver zone could supply nearby Hecla mill
✅ Focused on 1 g/t+ starter pits for early mining
✅ Strong M&A interest as nearby Victoria Gold is up for sale
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 Meet Tara Christie from Banyan Gold
01:14 What Banyan Gold is building in Yukon
03:16 $42M cash and no debt explained
04:01 High-grade gold zones and drill plans
05:28 Near Victoria Gold and M&A buzz
06:57 Tara's Yukon mining roots
08:45 Nearby projects and what's next
10:03 Why Tara won't build the mine herself
11:20 Are Banyan and Victoria geologically linked?
14:36 Huge silver hit over 1 kg per tonne
15:37 Chasing silver with smarter drilling
16:49 What's the biggest unknown for Banyan?
18:01 Tara on gold, shareholders, and impact
18:58 How to reach Tara and follow Banyan 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.
#TaraChristie #BanyanGold #GoldStocks #YukonMining #JuniorMiners #SilverStocks #ResourceInvesting #GoldExploration #NewOrleansInvestmentConference #PreciousMetals #MergersAndAcquisitions #Bitcoin #Uranium #Commodities #SteveBarton #InItToWinIt
In this interview from the 2025 New Orleans Investment Conference, Matt Warder of Seawolf Research lays out a high-level macro view on coal and rare earth markets. He explains how Chinese steel exports have disrupted pricing across both thermal and metallurgical coal, with met coal dropping from 600 to 175. Despite soft prices, coal stocks have sharply outperformed the broader market, benefiting from rising interest in small caps, high short interest, and rare earth exposure. Warder notes that thermal coal is still profitable domestically and points to AI-driven base load demand as a key factor supporting coal and gas going forward.
Connect with Matt Warder!
Twitter: https://x.com/mfwarder
LinkedIn: https://www.linkedin.com/in/mfwarder/
Substack: https://substack.com/@seawolfresearch
The discussion then pivots to rare earths with a focus on Ramaco Resources and its Brook Mine in Wyoming, which contains rare earths within its clay zones. Warder highlights the growing importance of Western nations developing complete supply chains from mine to magnet. He introduces his new platform called The Rare Earth Trader, aimed at educating investors on this evolving sector. Topics include the strategic need for vertical integration, government funding trends, and the potential for U.S. processing hubs. Warder also stresses the speculative nature of the space and the need for due diligence as market froth builds across mining and resource equities.
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:
✅ Met coal rebounding toward $200 with support from China
✅ Thermal coal steady but pressured, bottoming near $110 Newcastle
✅ AI-driven power demand keeping U.S. base load generation strong
✅ Natural gas setting the floor for coal prices as winter approaches
✅ U.S. unlikely to build new coal plants but restarts are coming
✅ Ramaco's Brook Mine rare earth potential gaining major traction
✅ Rare earths market still speculative, but vertical integration is key
✅ U.S. building mine-to-magnet supply chain to counter China
✅ Government grants may reshape rare earth economics in 2025
✅ Warder launches "The Rare Earth Trader" to track industry moves
Affiliates /Tools for Success that I Love and find Helpful:
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Key Insights in this episode:
✅ Met coal pushing $200 with China buying
✅ Thermal coal holding near $110
✅ AI boosts U.S. base load power demand
✅ Gas prices support coal into winter
✅ U.S. restarts coal plants instead of building new
✅ Ramaco's Brook Mine rare earths gaining attention
✅ Rare earths still speculative, integration is key
✅ U.S. building supply chain to rival China
✅ Government funding could shift rare earth economics
✅ Warder launches Rare Earth Trader to track the space
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.
#MattWarder #RareEarth #CoalMarkets #RamacoResources #BrookMine #SeawolfResearch #ThermalCoal #MetCoal #EnergyInvesting #RareEarthTrader #ChinaExports #AIInfrastructure #NaturalGas #PowerGeneration #Investing2025 #NewOrleansConference #SubstackNews #SteveBarton #InItToWinIt
Jordan Roy-Byrne sat down with Steve Barton at the 2025 New Orleans Investment Conference to discuss the shifting tides in global markets. Drawing comparisons to the late 1960s, Roy-Byrne pointed to a secular bear market in bonds as capital steadily exits fixed income and begins flowing into gold and stocks. He outlined why gold's performance relative to the S&P 500 is the most important chart to watch and emphasized that once gold breaks above key resistance on that ratio, the move to five thousand and beyond becomes highly likely. Silver could also accelerate toward one hundred in that scenario.
https://x.com/TheDailyGold
https://www.linkedin.com/in/jordan-roy-byrne-cmt-mfta-84b15b351
They explored near-term correction levels for both metals with Roy-Byrne identifying thirty-six hundred to thirty-seven hundred as key zones to watch for gold and low forties as a potential base for silver. He stressed the importance of using ratio charts to track intermarket flows and explained why technical analysis of capital movement tells a deeper story than traditional macro headlines. The conversation wrapped with guidance on evaluating mining stocks, avoiding hype-driven narratives, and focusing on companies that can add value at current metal prices.
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 from this episode:
✅ Gold correcting, key support at $3,600 to $3,700
✅ Gold could reach $5,000 to $7,000 on S&P breakout
✅ Silver pulled back under $50 after $54 high
✅ Silver support in low $40s, key zone at $42 to $45
✅ Gold vs S&P chart signals big move ahead
✅ Bonds in long-term decline, money flowing into gold
✅ Stocks still strong, but may be topping soon
✅ Gold near 200-day average, typical bounce zone
✅ Silver gap support near $40 to $44
✅ Bigger gold and silver rally likely after pullback
Affiliates /Tools for Success that I Love and find Helpful:
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Technical Analysis Series
New Orleans Investment Conference Nov 2-5-2025
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Rule Classroom Plus (2 Free Months)
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Lobo's Weekly Recap (Free)
Uranium Newsletter
Chapters:
00:00 Jordan Roy-Byrne at NOIC 2025
00:26 Intro and technical background
05:27 Gold vs S&P 500 and breakout setup
08:46 Gold correction targets and support zones
10:06 Odds of hitting $3,600 to $3,700 gold
12:49 Silver support levels and entry zones
14:59 Key questions to ask resource companies
16:24 How to spot undervalued juniors
18:12 Companies on Jordan's radar at NOIC
19:26 Why macro doom doesn't make you money
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.
#JordanRoyByrne #Gold2025 #SilverBreakout #NewOrleansInvestmentConference #GoldVsSP500 #CommoditySupercycle #PreciousMetals #MacroInvesting #TechnicalAnalysis #GoldBullMarket #SilverTo100 #InvestingStrategies #SteveBarton #InItToWinIt
In this week's feature from the New Orleans Investment Conference 2025, Darrell Thomas of the Money Levels Show and VRIC Media joins Steve Barton for a deep discussion on the shifting global economy. Darrell outlines how the world is being reshaped by rising East-West tensions and the breakdown of long-standing trade relationships. He points to the escalating US national debt and unfunded entitlements as signals of an unavoidable surge in deficit spending and inflation. These conditions, according to Darrell, set the stage for hard assets like gold to outperform. He explains how tokenization is modernizing gold ownership and forecasts a major currency reset with gold potentially being revalued as high as $50,000.
Learn More about Darrell Thomas!
https://www.youtube.com/@TheMoneyLevelsShow
https://www.youtube.com/@vricmedia
The conversation moves into strategy as Darrell reveals recent profit-taking from uranium positions and a shift into larger-cap gold equities like Wheaton and Franco-Nevada. He sees opportunity in the silver market due to years of demand outpacing mine output and highlights uranium as a continued growth story. While cautiously bullish on oil, he remains skeptical of rare earth hype driven by geopolitical headlines. With the broader market appearing stretched, Darrell is holding cash to prepare for major corrections. His balanced approach underscores the need to protect wealth through strategic exposure to commodities during these uncertain times.
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 From The Episode:
✅ Gold remains top pick for long-term value
✅ Tokenization of gold gaining momentum with Tether and others
✅ Currency reset and gold revaluation now on the table
✅ Silver facing real supply shortage from industrial demand
✅ Uranium equities surged ahead of spot price strength
✅ Copper gaining attention but recession risk looms
✅ Rare earths remain volatile and driven by headlines
✅ Oil ignored by most but setting up as contrarian play
✅ Major profits taken in uranium and juniors
✅ Rotation into majors like Wheaton and Franco-Nevada
✅ Holding cash to buy future corrections and crashes
✅ Warning signs flashing across overstretched US markets
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 Darrell returns from New Orleans
01:09 Big picture view on world economy
03:15 US debt and inflation setup
03:32 Why gold is going higher
07:26 Profit-taking and portfolio changes
12:31 Currency reset and gold revaluation
16:34 Top picks in silver and uranium
19:51 Bearish on rare earths
22:13 Oil, energy and cash positioning
24:29 Companies he's watching now
25:58 Final thoughts and how to follow
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 #Uranium #Oil #NaturalGas #RareEarths #GoldRevaluation #CurrencyReset #DarrellThomas #MoneyLevelShow #Inflation #Investing #Commodities #NewOrleansConference #TokenizedGold #BRICS #DebtCrisis #USDeficit #PreciousMetals #SteveBarton #InItToWinIt
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