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Joe Mazumdar of Exploration Insights joins Steve Barton at the 2025 Rule Symposium in Boca Raton to share his journey from field geologist to mining finance expert. Having worked across Canada, Australia, and Argentina, Joe brings a global perspective on geology and economics that shaped his career and the direction of his publication.
Mazumdar highlights geopolitical risks in mining jurisdictions such as Argentina and Guatemala, analyzing companies like Pan American Silver and why Abra Silver is a standout opportunity. He also emphasizes the importance of investing in liquid commodities like gold, silver, copper, and uranium.
For beginner geologists and investors, Joe offers insights on risk management, exploration strategy, and the critical role of jurisdictional awareness. His weekly newsletter, Exploration Insights, provides real-time updates on what he's buying and selling, backed by deep technical and market analysis.
Connect with Joe Mazumdar!
Website: https://explorationinsights.com/
LinkedIn: https://www.linkedin.com/in/joe-mazumdar-b0177215/
X: https://x.com/joemazumdar
π₯ Key Topics Discussed
β Joe Mazumdar's transition from geologist to mining analyst
β Argentina's improving investment climate for mining
β Pan American and Abra Silver project outlooks
β Top commodities: gold, silver, copper, uranium
β M&A activity in Mexico and Latin America
β Benefits of royalty and streaming models
β Exploration strategy and risk for new investors
β Origin Royalty's growth and market success
β What's inside the Exploration Insights newsletter
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 Joe Mazumdar Geologist Introduction
00:32 How Joe Got Into Geology and Mining Finance
02:29 Observations on Argentina's Political and Mining Shifts
03:02 Challenges Advancing Silver Projects in Chubut
04:13 Pan American and Project Risk in Guatemala
05:27 Operational Issues at La Colorada
06:09 Joe's Favorite Commodities in 2025
07:24 Why Abra Silver is a Top Pick
08:53 The Origin Royalty Success Story
09:48 Origin's Growth from 45 Cents to Major Bidding War
10:24 Thoughts on Holding Triple Flag and Spinco
10:54 Advice for Beginner Geologists
14:32 Learning Geology from YouTube and Regional Context
16:04 How Joe Conducts Exploration Due Diligence
19:03 What to Expect from Exploration Insights Newsletter
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.
#JoeMazumdar #ExplorationInsights #MiningStocks #GoldInvesting #SilverStocks #AbraSilver #ArgentinaMining #RickRuleSymposium #GeologyCareers #MiningFinance #Royalties #UraniumStocks #PreciousMetals #MiningInvestment #ResourceSector #CopperInvesting #GoldExploration #SprottEDU #CommodityInvesting #InItToWinIt #SteveBarton
Simon Ingram, CEO of Lara Exploration, delivers key insights from the 2025 Rule Symposium in Boca Raton. Lara Exploration stands out with a $90M CAD market cap, no debt, and $4M in cash. Backed by a strong technical team, the company operates under a proven prospect generator model with a record of major copper discoveries.
The company's flagship asset, the 100%-owned Planalto project in Brazil, hosts a 200M ton open-pit copper resource in one of South America's most infrastructure-ready mining districts. With $10M already invested by a former partner and a PEA expected this September, Lara is positioned for a significant re-rating.
Ingram discusses strong insider ownership (20%), past partnerships with Capstone and Codelco, and a disciplined approach to dilution. With copper's rising global demand, Lara's positioning offers compelling long-term upside. Like, share, and subscribe for more expert insights from the Rule Symposium.
Connect with Simon Ingram!
Website: https://laraexploration.com/
π₯ Key Topics Discussed
β $90M CAD market cap, zero debt, $4M cash on hand
β Proven prospect generator model with 18-year track record
β 200M ton open-pit copper resource at Planalto, Brazil
β Planalto benefits from world-class infrastructure & low-cost power
β $10M in de-risking already completed by Capstone
β PEA expected September 2025 β major re-rating potential
β 20% insider ownership; strong support from family offices
β Former partnerships with Capstone and Codelco
β Copper accounts for 95% of project value
β Long-term strategy: build high-quality copper assets in top jurisdictions
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 Introduction to Lara Exploration with CEO Simon Ingram
00:26 Elevator pitch including market cap cash and debt
01:09 Overview of operations in Brazil and Peru
02:40 Team background and experience in exploration
03:50 Explanation of the prospect generator business model
05:23 Details on the Planalto copper project in Brazil
08:33 Discussion on infrastructure and local community benefits
10:32 Breakdown of copper and gold value in the project
11:00 Insider ownership and long-term management involvement
11:35 Retail availability and key strategic shareholders
13:06 Timing for upcoming PEA and growth potential
15:17 Addressing the biggest unanswered questions
17:14 Final thoughts on copper demand and market outlook
18:57 How to follow up with Lara Exploration
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.
#LaraExploration #CopperMining #RuleSymposium #JuniorMiners #SimonIngram #MiningStocks #CopperBoom #BrazilMining #PlanAlto #MiningInvestment #NaturalResources #Gold #Silver #Uranium #Nickel #Bitcoin #Oil #NaturalGas #IronOre #Coal #Platinum #Palladium #S&P500 #GoldStocks #InItToWinIt #SteveBarton
Leonard Wright, a leading voice in financial planning and chair of the Personal Financial Planning Executive Committee, explains how his grandparents' pension loss after Studebaker's collapse inspired his mission to protect retirement security through 401k plans.
With over 29 years in the industry, Wright outlines core strategies for optimizing traditional and Roth IRAs, using micro-Roth conversions, and leveraging inherited assets tax-efficiently. He emphasizes holistic financial planning, association networking, and the value of intellectual capital for long-term success.
Wright also explores the transformative impact of AI and robotics on longevity and the economy, highlighting new healthcare breakthroughs and rising investment opportunities. He shares actionable insights on Safe Harbor, profit-sharing, and cash balance plansβhelping professionals and business owners reduce taxes and boost retirement outcomes.
Connect with Leonard Wright!
Website: https://aicpaconferences.com/b/sp/leonard-wright-1643
LinkedIn: https://www.linkedin.com/in/leonardwright/
π₯ Key Topics Discussed
β How Studebaker's collapse led Leonard Wright to focus on 401k reform
β 401k success story: from zero to $2M in savings
β Roth vs Traditional IRAs: key differences and tax strategies
β Micro Roth conversions for long-term tax savings
β Holistic financial planning: risk, retirement, estate, and investment
β Cash balance plans: deduct up to $300K as a business owner
β Safe Harbor and profit-sharing to reduce turnover and boost retention
β Building intellectual capital through professional associations
β AI and robotics reshaping health, longevity, and investment
β Future opportunities in tech, finance, and tax planning
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 Introduction with Steve Barton and Leonard Wright
09:31 The value of networking and intellectual capital
11:14 Macro view on the economy and financial markets
20:32 How AI is transforming healthcare and longevity
21:42 Overview of financial planning strategies
31:19 Tax tips for individual investors
42:07 Understanding profit sharing plans
47:32 Cash balance plans and tax-saving opportunities
55:52 Traditional versus Roth IRA conversion advice
59:06 Required minimum distributions explained
01:01:30 How to follow and connect with Leonard Wright
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.
#401k #RothIRA #LeonardWright #FinancialPlanning #ArtificialIntelligence #RetirementStrategy #EstatePlanning #CashBalancePlan #SafeHarbor401k #HolisticWealth #Bitcoin #Gold #Silver #Uranium #Oil #NaturalGas #Copper #Coal #Platinum #Palladium #Nickel #IronOre #S&P500 #FinancialFreedom #GenerationalWealth #FinancialLiteracy #InItToWinIt #SteveBarton
John-Mark Staude, CEO of Riverside Resources, shares an update from the 2025 Rule Symposium, outlining the company's $11M CAD market cap, $4M in cash, and zero debt. Operating under the prospect generator model, Riverside partners with major firms like BHP to fund exploration while retaining royaltiesβreducing risk and preserving shareholder value.
With over 40 years in mining, Staude brings experience from BHP, Rio Tinto, and Tech. He highlights Riverside's lean share structure, 10% insider ownership, and minimal dilution. A recent spinoff, Blue Jay Gold, delivered direct value to shareholders, while Riverside continues to add new projects in British Columbia and advance exploration at Union and Cecilia.
Riverside's focus spans gold, silver, copper, and rare earths across Canada, the U.S., and Mexico. The company is actively drilling and expanding its portfolio in mining-friendly regions, including Sonora. With key assets, strong partners, and rare earth exposure, Riverside is positioned for growth in today's evolving global market.
Connect with John-Mark Staude!
Website: https://rivres.com/corporate/management/
LinkedIn: https://www.linkedin.com/in/john-mark-staude-2468b86/
π₯ Key Topics Discussed
β $11M CAD market cap with $4M cash and zero debt
β Prospect generator model reduces risk and preserves equity
β Partnerships with BHP and Quest Corp fund exploration
β High insider ownership (~10%) and strategic investors like Rick Rule
β Blue Jay Gold spinoff delivered direct value to shareholders
β Portfolio spans Canada, U.S., and Mexicoβfocused on gold, copper, REEs
β Ongoing drilling at Union and Cecilia projects
β Rare earth potential driven by carbonatite deposits in BC
β Projects concentrated in mining-friendly regions like Sonora and BC
β Proven track record: minimal dilution after 18 years of operation
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 Introduction and episode overview
00:23 Riverside elevator pitch including market cap and cash
02:06 Prospect generator model and royalty strategy
03:21 Staude's background and industry experience
04:48 Insider ownership and shareholder breakdown
05:46 Blue Jay Gold spinoff summary
06:59 Mechanics of the Blue Jay share distribution
08:50 Commodity focus on gold silver copper and rare earths
09:30 Geographic project locations in Canada US and Mexico
10:11 Upcoming projects and drilling activity
11:14 Risks challenges and leadership succession
12:26 Perception of risk in Mexico and exploration reality
15:27 Rare earth elements and global market dynamics
17:10 Carbonatite deposits and REE exploration model
17:51 How to contact Riverside Resources
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 #RareEarths #MiningStocks #JuniorMiners #BHP #RiversideResources #JohnMarkStaude #BlueJayGold #ExplorationStocks #StockMarket2025 #CommodityInvesting #InItToWinIt #SteveBarton
John Florek, CEO of Emperor Metals, shares a major update from the 2025 Rule Symposium, highlighting the company's growth in the prolific Southern NBE Tipi gold district. With a market cap of $29M CAD, no debt, and a maiden resource of 1.46 million ounces, Emperor is aiming for a tier-one 5-million-ounce gold deposit.
Florek outlines the use of AI to rapidly model and unlock value from overlooked assets, including Duquesne West and the fully permitted Lac Plante project. With existing infrastructure nearby, Emperor plans to generate near-term cash flow while expanding resources through aggressive drilling.
With over 20% insider ownership and support from key investors like Rob McEwen and Rick Rule, Emperor is well positioned for growth. A new drill program is set for 2025, with upcoming catalysts expected to attract institutional interest and drive momentum.
Connect with John Florek!
Website: https://www.emperormetals.com
X: https://x.com/EmperorMetals
Facebook: https://www.facebook.com/p/Emperor-Metals-100088749363717/
LinkedIn: https://www.linkedin.com/company/emperor-metals/
π₯ Key Topics Discussed
β 1.46M oz gold resource doubled in 2 years
β AI tech used to model deposits in hours, not years
β Duquesne West open-pit & underground expansion potential
β Lac Plante fully permitted with 96% gold recovery
β $29M CAD market cap with no debt
β Rob McEwen holds 9.9% stake; Rick Rule recently joined
β Over 20% insider and strategic ownership
β Nearby under-capacity mills reduce development costs
β 2025 drill program to target 2M oz milestone
β Long-term goal: build 5M oz tier-one gold asset
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 Welcome and Emperor Metals introduction
04:24 Geology background and team experience
06:37 AI technology and data-driven exploration
09:34 Ownership structure and key shareholders
11:29 Insider holdings and share count overview
13:19 Duquesne West project and growth potential
15:01 Market conditions and funding challenges
16:17 Upcoming catalysts and 2025 drill program
17:24 Path to tier-one deposit and resource goals
19:17 Closing remarks and ticker symbol 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.
#EmperorMetals #JohnFlorek #GoldMining #AIinMining #DuquesneWest #RuleSymposium2025 #GoldStocks #MiningInnovation #JuniorMining #ResourceExpansion #InItToWinIt #SteveBarton
Join Steve Barton in this week's Monday Market Moves as he breaks down major shifts across commodities and financial markets. The episode opens with a look at the S&P 500 and key currency trends, then moves into sharp technical takes on gold, silver, and copper. With clear guidance on profit-taking and potential setups, Steve shares how seasoned investors are positioning.
Uranium's explosive 70% rally is in focus, with discussion on whether it's time to trim positions. Oil, natural gas, and coal are all covered with updated support and resistance levels, while platinum, palladium, and nickel show mixed momentum. Steve's market map offers both near-term plays and long-term perspectives.
Bitcoin, iron ore, and the broader energy sector round out the update. Plus, Steve previews upcoming educational content and answers viewer questions on top-traded instruments. Don't forget to like, share, and subscribe for more sharp insights each week.
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 updatesβand visit https://www.stevebartonmoney.com/ to join the free newsletter.
Key Market Insights This Week:
β S&P 500 hits record highs on light volume
β U.S. dollar slips below support, bounce likely
β Gold breaks trendline, targets 200-day MA
β Silver tests breakout, needs close above $36.41
β Copper down 1.5%, holds key $4.85 support
β Uranium pulls back; trust adds 100K lbs
β Oil down 0.75%, bear flag suggests downside
β Natural gas breaks 200-day MA, support below
β Platinum breaks out, trend looks bullish
β Bitcoin fades after bounce; $106.5K is key resistance
π© 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 (Livestream Replay)
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Newsletter
Chapters:
00:00 Welcome to Monday Market Moves
00:15 S&P 500 new highs and mixed signals
03:46 Gold sideways movement and key trendline
14:45 Silver declines despite bull flag setup
21:05 Affiliate links and precious metals offers
22:31 Copper flat week and pattern analysis
27:33 Uranium pullback and trust activity
34:13 Crude oil drops and bearish pattern
37:10 Natural gas breakout and support levels
40:07 Coal performance and ETF update
41:13 Platinum weekly dip in bullish trend
42:40 Palladium reversal bar and outlook
44:47 Bloomberg Index and platinum stocks
47:34 Bitcoin intraday high and Fibonacci zones
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 #SteveBarton #Gold #Silver #Uranium #Oil #NaturalGas #Bitcoin #SP500 #InvestingTips #StockMarketNews #CryptoMarket #FinancialEducation #MondayMarketMoves #SteveBarton #InItToWinIt
Adrian Day of Adrian Day Asset Management joins the 2025 Rule Symposium with a sharp macro analysis on gold, copper, and silver. Despite volatility, gold remains resilient, fueled by central bank buying and a weakening economic outlook. Adrian explains why traditional gold buyers may soon return, just as rate cuts and inflation concerns resurface.
Turning to copper, Day outlines a major supply crunch on the horizon, driven by long lead times and accelerating demand from electrification and AI infrastructure. He highlights Freeport Copper and Lara Exploration as top picks to gain exposure. On silver, Day notes its unpredictable nature, limited supply response, and identifies Pan-American Silver as a standout with key upside assets.
The conversation closes with a strong case for gold stocks, which remain deeply undervalued despite strong recent gains. Adrian emphasizes that price charts alone don't tell the full storyβvaluations remain historically low across top-tier miners. This is a rare window of opportunity for investors focused on the metals space.
Connect with Adrian Day!
Website: https://adrianday.com
π₯ Key Topics Discussed
β Gold's resilience amid global economic uncertainty
β Central bank gold buying & de-dollarization trends
β Copper supply crisis vs. accelerating EV & AI demand
β Top copper stocks: Freeport Copper & Lara Exploration
β Silver hits $38: low supply, high volatility, no stockpiles
β Pan-American Silver: top pick with major upside potential
β Undervalued gold stocks despite strong price gains
β Rate cuts expected in 2025; bullish for precious metals
β Inflation remains above Fed target, weakening U.S. economy
β Long-term commodity supercycle thesis intact
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 with Adrian Day at the 2025 Rule Symposium
02:02 Gold resilience and historical pullbacks
05:54 Copper outlook and investment strategy
08:35 Copper supply demand imbalance
09:10 Top copper picks Freeport and Lara
11:29 Silver market trends and price surge
15:27 Pan-American Silver overview
20:21 Final thoughts on gold stocks
22:59 Where to follow Adrian Day
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.
#Gold2025 #SilverForecast #CopperBoom #AdrianDay #RuleSymposium #MiningStocks #FreeportCopper #PanAmericanSilver #PreciousMetals #CommoditySupercycle #GoldStocks #InItToWinIt #SteveBarton
Tavi Costa, partner at Crescat Capital, joins "In It To Win It" to deliver a sweeping macroeconomic outlook that spotlights the growing opportunities in commodities and emerging markets. Born and raised in Brazil, Tavi shares how his family's business collapse and a scholarship tennis journey to the U.S. shaped his disciplined, contrarian investment philosophyβrooted in long-term macro trends and value.
Costa outlines his core thesis: the weakening U.S. dollar and suppressed interest rates are laying the foundation for a generational rotation into hard assets and non-U.S. equities. He identifies gold, silver, copper, and zinc as top beneficiaries of this shift, driven by global underinvestment in resource development and structural supply deficits. He highlights Brazil and Latin America as key destinations for capital, pointing to his own real estate investments as evidence of conviction.
Key themes include Crescat's leveraged buyout of Bolivia's San Cristobal mineβnow the world's fourth-largest silver producerβas well as Tavi's bullish views on silver's breakout potential, the role of oil as a hedge for mining operations, and the overlooked opportunity in zinc amid looming infrastructure demand. With the macro setup aligning across commodities and emerging markets, Costa believes the next leg of the cycle is only just beginning.
Connect with Tavi Costa!
Website: https://www.crescat.net
LinkedIn: https://www.linkedin.com/in/otavio-tavi-costa-76368628/
X: https://x.com/tavicosta
π₯ Key Topics Discussed
β Major gold discovery in a historic Alaskan district
β Strong financial position: $13.5M CAD cash, zero debt
β Backed by Alaska's largest native corporation (10% owner)
β Experienced team with $3B in deals and 30M oz discovered
β Alpha Bowl drill intercept: 27 g/t gold, open mineralization
β Near-term catalysts: August drill results, Q1 2026 resource estimate
β Tight share structure: 67M shares, 30% insider/institutional ownership
β Proximity to Donlin Gold's 40M oz deposit (40km)
β Six high-impact targets across a 99,000-acre land package
β Over $2B raised by team in previous ventures
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 Introduction and Tavi's Background
02:42 Family Business Collapse and Early Lessons
05:28 Tennis Journey and Move to the US
06:58 Global Macro Outlook and Fiscal Constraints
09:50 Weak Dollar Commodities and Emerging Markets
13:32 Gold to Silver Ratio Historical Trends
16:42 Silver Outlook and Investment Mindset
18:38 Silver vs Housing Market Comparison
21:22 Silver vs S&P and Profit Strategy
26:19 Indicators of a Commodity Cycle Peak
28:40 Copper Breakout and Long-Term Drivers
30:50 Copper to Gold Ratio and Risk Rotation
34:58 Nickel and Onshoring Investment Themes
38:47 Zinc Opportunity and Supply Risks
40:42 Mergers Acquisitions and Junior Miners
44:13 TSX Venture Index and Market Signals
46:16 Major Takeovers vs Junior Miners
48:42 Oil Market Outlook and Positioning
53:32 Oil as Hedge for Mining Margins
54:52 Brazilian Bonds and Yield Potential
01:00:06 China Macro Trends and Dollar Liquidity
01:04:30 Where to Follow Tavi Costa'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.
#TaviCosta #Gold #Silver #Copper #Uranium #Oil #NaturalGas #Coal #Nickel #IronOre #Platinum #Palladium #Bitcoin #S&P500 #Brazil #China #EmergingMarkets #InItToWinIt #SteveBarton
Tony Reda, CEO of Tectonic Metals, joins the 2025 Rule Symposium to deliver a major update that could reshape the gold exploration landscape. With zero debt, $13.5 million CAD in cash, and support from Alaska's largest for-profit native corporation, Tectonic is preparing for its most ambitious drill program to date in a region that historically produced 650,000 ounces of placer gold.
Reda outlines the company's bold approach and significant progress. The team's previous gold exploration ventures resulted in 30 million ounces discovered and over $3 billion in cumulative transactions, including a $520 million sale. Now, Tectonic's Alpha Bowl projectβwhere a key hole ended in mineralization with grades up to 27 g/tβpositions them for what could be a tier-one gold asset discovery, just 40 kilometers from Donlin Gold's 40-million-ounce deposit.
Key factors covered include insider ownership of over 6%, strong institutional support, a projected inferred resource estimate by late 2026, and ongoing metallurgical testing. Reda stresses the significance of working on native-owned land with fully aligned stakeholders, ensuring a streamlined permitting pathway. With drill results expected in August and continuous news flow through year-end, Tectonic Metals stands out as a potential breakout story in the junior mining sector.
Connect with Tony Reda!
Website: https://www.tectonicmetals.com
Instagram: https://www.instagram.com/tectonicmetals/
Facebook: https://www.facebook.com/TectonicMetals/
π₯ Key Topics Discussed
β Major gold discovery in historic placer district
β Strong financials: zero debt, $13.5M CAD cash
β 10% ownership by Alaska's largest native corp.
β Proven team: $520M deal, 30M oz found, $3B in transactions
β Alpha Bowl drill hits 27 g/t; open mineralization
β Catalysts: August drill results, Q1 metallurgy, 2026 resource
β 67M shares; 30% held by insiders and institutions
β Team has raised over $2B in past ventures
β 40km from Donlin Gold's 40M oz deposit
β Six high-potential targets across 99,000 acres
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 Introduction
00:14 About Tectonic Metals
00:18 Financial Highlights
00:41 Gold Discovery Overview
02:17 Ownership and Investors
03:43 Team Background
05:20 Project Scale and Geology
09:37 Drill Plans and Next Steps
10:42 Risks to Watch
15:29 Final Thoughts and Contact 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.
#Gold #MiningStocks #TectonicMetals #TonyReda #PreciousMetals #JuniorMiners #ExplorationStock #Investing #NaturalResources #AlaskaGold #RickRule #GoldDiscovery #GoldExploration #ZeroDebtCompany #TSXV #OTCQB #GoldInvestment #DrillProgram #AlphaBowl #Metallurgy #S&P500 #currencies #silver #copper #uranium #oil #naturalgas #coal #platinum #palladium #nickel #ironore #bitcoin #InItToWinIt #SteveBarton
Dr. Nomi Prins of Prinsight Global shares key insights from the 2025 Rule Symposium in Boca Raton. She highlights how market highs in the S&P 500 and commodities like gold are masking deeper economic stress. With negative GDP growth, rising delinquencies, and record consumer debt, Prins sees the Federal Reserve likely cutting rates in the near term. She emphasizes the strength of hard assets in this environment and urges investors to position accordingly.
Prins sees continued upside in gold, with a price target of $4,000, and increasing momentum in silver due to a growing supply deficit and rising industrial demand from nations like China. She also points to copper's potential new status as a strategic defense asset and sees strong long-term opportunity in uranium and rare earths, especially with projects outside China such as in Brazil. Her investment focus remains on tangible, essential resources.
As inflation persists and consumers face higher borrowing costs, Prins urges investors to prepare by holding assets with real value and geopolitical importance. Like, share, and subscribe for more expert-level macro and commodity market insights from Prinsight Global.
Connect with Dr. Nomi Prins!
Website: https://nomiprins.com
LinkedIn: https://www.linkedin.com/in/nomiprins/
X: https://x.com/nomiprins
Instagram: https://www.instagram.com/realnomiprins/
π₯ Key Topics Discussed
β S&P 500 and gold hit new highs despite slowing economy
β Rising consumer debt, loan delinquencies, and banking stress
β Fed expected to cut rates amid unemployment uptick
β Silver shows breakout potential with 200M oz supply shortfall
β Gold forecasted to reach $4,000 by year-end
β Copper may gain defense-critical status in U.S. policy
β Strong outlook for uranium and rare earth elements
β Rare earth supply chain shift away from China gaining traction
β Meteoric Resources project in Brazil shows 35% resource growth
β Hard assets positioned for long-term wealth preservation
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 Dr. Nomi Prins joins Prinsights Global
00:29 Global macro overview and market outlook
01:32 Slowing economy but strong commodity performance
03:37 Commercial loan stress and banking system risks
04:22 Consumers selling gold to pay off credit card debt
06:59 Market expectations for upcoming Fed rate cut
08:32 Ten-year treasury yield challenges and QE options
09:23 Top commodity picks silver gold copper and uranium
14:34 Meteoric Resources rare earth project update
16:29 Final thoughts on timing and investing in hard assets
17:36 Where to follow Dr. Nomi Prins and her latest 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.
#NomiPrins #RuleSymposium2025 #Gold #Silver #Copper #RareEarth #Uranium #Macroeconomics #FederalReserve #RateCuts #HardAssets #Commodities #Investing #EconomicCrisis #Inflation #Recession #Bitcoin #InItToWinIt #SteveBarton
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