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John Polomny of Actionable Intelligence offers a clear, data-driven outlook that challenges the prevailing recession and stagflation narratives. He explains how global central bank rate cuts, rising liquidity, and continued fiscal deficits may support economic growth, not contraction. Key indicators like PMIs and commodity breakouts are signaling a potential shift in the cycle.
John outlines his highest-conviction investment themes, including Canadian oil sands, platinum group metals, uranium, and offshore drilling. He emphasizes that these sectors are positioned to benefit from long-term supply constraints rather than short-term demand spikes. He also highlights specific companies he believes are undervalued and poised for growth.
Throughout the discussion, John stresses the importance of a disciplined investment strategyβknowing the difference between speculation and true investing, writing down your thesis, and focusing on businesses that generate real cash through dividends and royalties. His approach provides long-term investors with practical tools to navigate volatility and build lasting wealth.
Like, comment, and subscribe for more expert insights from John Polomny!
Connect with John Polomny!
Twitter: https://x.com/JohnPolomny
YouTube Channel: https://www.youtube.com/@ActionableIntelligenceAlert
Substack: https://substack.com/@actionablenews
π₯ Key Topics Discussed
β Risks of investing in Melbana Energy
β Coal market outlook and Glencore strategy
β Uranium processing and Cameco analysis
β Mega Uranium valuation and management concerns
β Denison Mining project development risks
β Agricultural investments and fertilizer stocks
β Platinum forecast and market fundamentals
β Rare earths and speculative risk
β ESG impact on resource investing
β Political and policy trends affecting markets
If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!
Affiliates /Tools for Success that I Love and find Helpful:
Join Our Free Newsletter
Rule Symposium 2025 (July 7-11)
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Newsletter
Chapters:
00:00 Introduction and opinion on Melbana Energy
02:07 Coal market update and Glencore strategy
05:22 Uranium processing and company outlooks
10:59 Mega Uranium valuation and NAV discussion
18:08 Thoughts on Denison Mining project development
24:27 Phosphate and potash stocks including Mosaic
25:55 Platinum group metals and rare earths outlook
32:03 Geome Resources and rare earth recycling
33:08 Doge committee effectiveness and government waste
41:35 Government-run grocery store proposal reaction
53:34 How to follow and connect with John Polomny
54:14 Closing remarks and outro
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#JohnPolomny #ActionableIntelligence #Commodities #Uranium #Coal #PGMs #Platinum #NaturalGas #Investing #EnergyStocks #Gold #Silver #FertilizerStocks #Mosaic #Cameco #Bitcoin #MacroTrends #RareEarths #Glencore #InItToWinIt #SteveBarton
John Polomny of Actionable Intelligence offers a clear, data-driven outlook that challenges the prevailing recession and stagflation narratives. He explains how global central bank rate cuts, rising liquidity, and continued fiscal deficits may support economic growth, not contraction. Key indicators like PMIs and commodity breakouts are signaling a potential shift in the cycle.
John outlines his highest-conviction investment themes, including Canadian oil sands, platinum group metals, uranium, and offshore drilling. He emphasizes that these sectors are positioned to benefit from long-term supply constraints rather than short-term demand spikes. He also highlights specific companies he believes are undervalued and poised for growth.
Throughout the discussion, John stresses the importance of a disciplined investment strategyβknowing the difference between speculation and true investing, writing down your thesis, and focusing on businesses that generate real cash through dividends and royalties. His approach provides long-term investors with practical tools to navigate volatility and build lasting wealth.
Like, comment, and subscribe for more expert insights from John Polomny!
Connect with John Polomny!
Twitter: https://x.com/JohnPolomny
YouTube Channel: https://www.youtube.com/@ActionableIntelligenceAlert
Substack: https://substack.com/@actionablenews
π₯ Key Topics Discussed
β Global rate cuts and economic outlook
β Why John Polomny disagrees with recession forecasts
β Rising commodity trends: oil, copper, agriculture
β High-conviction sectors: Canadian oil, PGMs, uranium
β Investment strategy: dividends, royalties, cash flow
β Speculation vs. long-term investing
β Portfolio positioning and risk management
β Opportunities in emerging markets and offshore energy
β Outlook on central banks, inflation, and fiscal policy
β Key companies and sectors to watch in 2025
If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!
Affiliates /Tools for Success that I Love and find Helpful:
Join Our Free Newsletter
Rule Symposium 2025 (July 7-11)
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Newsletter
Chapters:
00:00 Introduction and macro view of global markets
12:16 Typical order of commodity bull cycles and recessions
18:59 John Polomny's highest conviction sectors in 3 to 5 years
24:24 Portfolio cash position and market timing strategy
26:12 How John Polomny got started in investing
40:10 LNG arbitrage and outlook on US Canadian natural gas
40:55 Oil tankers dry bulk shipping and capital return
42:31 Offshore energy and dividend investing
51:32 Opinion on Baytex Energy
54:34 Opinion on Melbana Energy and closing thoughts
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#Commodities #JohnPolomny #ActionableIntelligence #Investing #OilStocks #Gold #Uranium #MacroEconomics #NaturalGas #DividendInvesting #Royalties #S&P500 #Copper #Bitcoin #Palladium #InflationHedge #EconomicTrends #InItToWinIt #SteveBarton
Join Steve Barton in this week's Monday Market Moves as he breaks down major developments across commodities and equities. The S&P 500 defies bearish expectations and hits new highs, while gold breaks below key support levels, triggering updated technicals and limit orders. Silver trades sideways, copper breaks the $5 mark, and uranium continues its sharp ascentβhighlighting real-time market momentum.
Steve covers oil's potential bear flag pattern, natural gas fluctuations, and Bitcoin's recent bounce with critical resistance in view. His deep dive includes ETF trade setups, macroeconomic signals, and insights into how global events may be influencing each asset class.
This episode includes comprehensive analysis on metals, energy, and mining stocks, along with answers to viewer questions and commentary on Fed policy, market sentiment, and sector rotations. Don't forget to like, share, and subscribe for weekly market coverage, and visit https://www.stevebartonmoney.com/ to sign up for the free newsletter.
Key Market Insights This Week:
β S&P 500 reaches new all-time highs amid quarter-end window dressing
β US dollar breaks key support; bond yields drop, signaling stagflation risks
β Gold breaks multi-month trendline; possible entry for new investors
β Silver remains range-bound; support near $34.50 and $35.50 levels
β Copper rallies above $5/lb; strong technical momentum continues
β Uranium gains 2.5% as physical trust adds 500K lbs; equities overbought
β Crude oil drops 11%+; forming potential bear flag pattern
β Natural gas dips, rebounds at 200-day MA; likely to remain range-bound
β Platinum finally breaks 11-year resistance; palladium follows with strength
β Bitcoin rebounds from $98K low but faces resistance at $109K
π© Join My FREE Newsletter: https://www.stevebartonmoney.com/
If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!
Affiliates /Tools for Success that I Love and find Helpful:
Join Our Free Newsletter
Rule Symposium 2025 (July 7-11)
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Newsletter
Chapters:
00:00 Introduction and Weekly Market Recap
00:14 S&P 500 New Highs and End of Quarter Moves
03:04 US Dollar Breakdown and Yield Curve Insights
08:45 Gold Breaks Trendline and Setup for New Buyers
24:36 Silver Range Holds with Key Support Levels
29:36 Copper Surges Past $5 with Bullish Momentum
33:47 Uranium Gains and Physical Trust Activity
40:33 Crude Oil Drops Over 11 Percent with Bear Flag Watch
46:51 Natural Gas Bounce from 200-Day Moving Average
49:42 Coal Prices Stay Soft Across the Board
51:53 Platinum Breakout After Multi-Year Base
55:52 Nickel Trades Above 200-Day Moving Average
57:45 Iron Ore Flatlines and Recession Signals
58:54 Bitcoin Rebounds but Faces Resistance
59:48 Final Thoughts and Upcoming Events
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#CommodityInvesting #GoldStocks #UraniumStocks #EnergyInvesting #SilverMiners #S&P500 #Bitcoin #OilPrices #NaturalGas #Platinum #MarketTrends #SteveBarton #MondayMarketMoves #SteveBarton #InItToWinIt
Jordan Rusche of Mining Stock Monkey dives deep into the metals and mining sector, delivering sharp insights and actionable investment strategies. He discusses Eric Sprott's investment approach, the risky financials of Highcroft Mining, and why he personally avoids overleveraged silver companies. Jordan explores the turnaround prospects for Equinox Gold, explains why the Calibre merger might be a game changer, and praises Denison Mines' strategic uranium moves. He also weighs in on Tether's surprise investment in precious metals and how it could shake the market.
Jordan covers company-specific listener questions on B2Gold, Elemental Altus, and Ivanhoe Mines, providing raw, unfiltered analysis. He emphasizes long-term potential in oil stocks over the next decade, naming Devon Energy as a top pick, and shares key uranium plays including Denison and NextGen.
Drop your thoughts in the comments, like if you found value, and don't forget to subscribe for more deep dives like this one!
Connect with Mining Stock Monkey:
https://miningstockmonkey.com/products/vip?promo=STEVE77
π₯ Key Topics Discussed
β Eric Sprott's Highcroft bet and investment style
β Equinox-Calibre merger and growth outlook
β B2Gold's catalysts and Mali risk
β Tether's move into precious metals
β Best silver stocks: quality vs. leverage
β Top uranium picks: Denison, NextGen, Paladin
β Caution on optionality plays and Adnani-run firms
β Long-term oil outlook and Devon Energy
β Ivanhoe Mines' recent setbacks
β Jordan's smart, risk-aware investment strategy
If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!
Affiliates /Tools for Success that I Love and find Helpful:
Join Our Free Newsletter
Rule Symposium 2025 (July 7-11)
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Newsletter
Chapters:
00:00 Introduction to Mining Stock Monkey
01:30 Eric Sprott's Highcroft Mining Investment
07:15 Equinox Gold's Struggles & Turnaround Potential
09:52 Technical Levels & Mid-Tier Metals Watchlist
12:14 B2Gold Catalysts & Mali Risk
17:33 Elemental Altus & Tether's Precious Metals Stake
22:04 Best Silver Stocks if Silver Hits $60
26:01 IA Gold & Silver Analysis Request
28:57 Uranium Stocks Adnani-Led Companies Concerns
29:57 Denison Mines Top-Tier Uranium Play
37:18 Paladin Profitability After Flooding
38:57 NextGen Energy Long-Term Uranium Bet
40:20 Sprott's $200M Raise & Market Impact
41:20 Rare Earths EMX and Other Considerations
42:25 Top Long-Term Mining Picks (5β10 Years)
47:33 Ivanhoe Mines Seismic Risk & Recovery Outlook
53:53 Jordan's Newsletter Offer & Research Highlights
55:18 Final Thoughts & Subscription Discount Info
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#JordanRusche #MiningStockMonkey #EricSprott #GoldStocks #SilverStocks #UraniumInvesting #OilStocks #MiningInvesting #TetherCrypto #EquinoxGold #DenisonMines #InvestingStrategies #Commodities #NaturalResources #InItToWinIt #SteveBarton
Doomberg, a leading energy expert, analyzes the current geopolitical tensions in the Middle East and their implications for oil prices. He emphasizes that while immediate price fluctuations may arise from conflicts, the long-term sustainability of oil prices is influenced by broader economic factors, such as supply chain vulnerabilities and global production capacities.
He highlights the strategic importance of the Strait of Hormuz, noting that disruptions could lead to catastrophic consequences for global oil supply, particularly for Europe. Doomberg also discusses missile defense capabilities in the West and the potential for a prolonged conflict that could significantly impact energy markets.
Addressing viewer inquiries, he assesses specific energy stocks and commodities, providing actionable insights into their potential risks and rewards. Doomberg concludes by stressing the importance of being well-informed and strategic in navigating the complexities of the energy market amid ongoing global tensions.
Connect with Doomberg:
https://doomberg.com/
π₯ Key Topics Discussed
β Geopolitical tensions affecting oil prices β Long-term sustainability of energy markets β Importance of the Strait of Hormuz for global supply β Risks of missile conflicts in the Middle East β Market reactions to recent events in Iran β Strategic investment insights for energy stocks β Evaluating the impact of military supply chain vulnerabilities β Risks and rewards of junior mining companies β Predictions for future oil price trends β Overview of energy market dynamics and strategies
If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!
Affiliates /Tools for Success that I Love and find Helpful:
Join Our Free Newsletter
Rule Symposium 2025 (July 7-11)
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Newsletter
Chapters:
00:00 Guest Introduction & Overview 02:55 The Potential for World War III 05:07 Iran vs. Israel: Military Dynamics 10:48 Oil Production and Global Supply Routes 17:56 WTI vs. Brent: Indicators of Market Trends 21:54 Analysis of Missile Strike Locations 23:47 Uranium Enrichment and Nuclear Fallout 26:57 Future Predictions for Oil Prices 28:43 Correlation Between Commodity Index and Oil 30:01 California's Refinery Shortages 35:17 Gold as a Store of Value vs. Currency 36:10 Equinox Gold Discussion 36:23 Future of SMR Nuclear Reactors 37:58 Risks of Uranium Investments 39:56 Can-Do Reactor Possibilities in the USA 41:05 Coal Supply and Demand Dynamics 44:24 Price War in the Chinese Auto Industry 47:34 Impact of AI and Quantum Computing on Warfare 49:00 Final Thoughts and Key Takeaways 49:29 How to Follow Doomberg'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 #Oil #NaturalGas #Platinum #Palladium #Uranium #Bitcoin #InItToWinIt #SteveBarton #Doomberg #EnergyMarkets #GeopoliticalRisk #InvestmentStrategies #CommodityTrading #ResourceInvesting #MarketAnalysis #PreciousMetals #EnergyCrisis #FinancialInsights
Rick Rule's SHOCKING Warning on Oil Prices & Gold! ~ Rule Classroom Plus
Rick Rule, renowned resource investor and founder of Rule Classroom Plus, discusses the direct but temporary influence of Middle Eastern conflicts on oil prices, offering a critical perspective on short-term market fluctuations. Rick underscores that while geopolitical crises create immediate price spikes, the true sustainable driver for gold and silver remains currency debasement, driven by continuous fiat currency erosion rather than transient geopolitical events.
He also addresses crucial investment risks associated with junior mining companies, specifically the dilution that can occur during favorable financing windows. Rick provides actionable insights into evaluating equity valuations and making strategic decisions around capital raises, ensuring investors maximize value and minimize risks.
Additionally, Rick offers detailed analyses of viewer-requested stocks, including Centaurus Metals, Marin Energy, and EMX Royalty, highlighting both strengths and potential red flags. He concludes by emphasizing the significant opportunities awaiting resource investors at the upcoming Natural Resources Investment Symposium, reinforcing its status as an essential event for those serious about profitable resource investing.
Connect with Rick Rule!
Rule Symposium 2025 (July 7-11)
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
π₯ Key Topics Discussedβ Geopolitical impact on oil and gold prices β Currency debasement and precious metals outlook β Evaluating junior mining companies and equity dilution β Rankings and analysis of resource stocks β Financing windows in the mining sector β Long-term outlook for uranium investments β Key insights into royalty and streaming companies β Rare earth supply chains and strategic opportunities β Expert picks for oil and gas stocks β Preview of the Natural Resources Investment Symposium
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
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Newsletter
Chapters:
00:00 Introduction to Rule Classroom Plus 00:38 Impact of Middle Eastern Conflict on Markets 05:57 Short-term Trading Insights on Oil 08:28 Viewer Questions Highlander Silver Rua Gold Greatland SolGold 10:15 Centaurus Metals Financing and Feasibility 11:13 Marin Energy and Uni Co Silver 11:34 Outlook for Hercules and Reyna Silver 12:45 Marin Energy Update Formerly Africa Oil 14:32 Lundins Reduced Investment in Marin Energy 15:58 Analysis of Dorchester Minerals 16:51 Thoughts on Freegold Ventures 17:40 Clarification on STLR Gold 18:10 Meteoric Resources Mining Plan 19:35 Overview of Vedis Mining 20:01 Quick Review Harold and Gold Heart Copper 22:34 Top Oil and Gas Stock Picks 25:54 Update on Stellar Gold 31:29 Axo Copper and Adriatic Takeover Update 32:39 Valuation of Hochschild Mining 33:17 Uranium Update Denison Mines 34:42 Insights on Mundoro Capital 36:17 Emperor Metals Evaluation 38:01 Detailed Look at Kenorland Minerals 39:17 Future of Battle Bank IPO 40:38 Evaluation of Aclara Resources 42:17 Barrick Gold Mali Asset Risk 45:00 Assessment of Ecora Resources 46:17 Ranking Uranium Royalty Corporation 47:28 Comparing G2 Gold Fields and Snowline Gold 50:47 Metallurgical Risks at Bouda Mine 51:39 Potential of Nations Royalty 53:45 Upcoming Natural Resources Investment Symposium 57:15 Outro and Closing Remarks
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#RickRule #RuleClassroomPlus #OilPrices #GoldInvestment #JuniorMining #NaturalResources #StockMarketTips #PreciousMetals #MiningStocks #InvestmentStrategy #UraniumStocks #ResourceInvesting #Steve Barton #InIttoWinIt
Join Steve Barton in this week's Monday Market Moves as he breaks down major developments across commodities and equities. Uranium headlines the week with a $200 million purchase by the Sprott Physical Uranium Trust, sending prices sharply higher. Meanwhile, the S&P 500 shows technical weakness despite a bullish golden cross setup, and Steve outlines why a short-term decline may be ahead.
Gold and silver faced pressure, but remain near key support. Steve provides updated limit orders and technical analysis across the metals sector, while also covering key moves in oil, natural gas, and Bitcoin. His insights offer investors clear direction on navigating current volatility and preparing for what's next.
This episode includes updates on top mining stocks, macroeconomic trends, and viewer questions covering PHYS, GDX rebalancing, and uranium equities. Don't forget to like, share, and subscribe for weekly market coverage, and visit https://www.stevebartonmoney.com/ to sign up for the free newsletter.
Key Market Insights This Week:
β S&P 500 rollover risk despite golden cross setup
β US dollar strength, bond yield outlook, and stagflation concerns
β Gold tests trendline support amid inflation expectations
β Silver faces downside pressure with key support near $33
β Copper shows bullish signs supported by 50-day moving average
β Uranium surges after $200M Sprott Trust buy; equities spike
β Crude oil climbs on geopolitical tension; potential pullback ahead
β Natural gas posts strong gains, but signals likely retracement
β Platinum breaks out; palladium and nickel remain mixed
β Bitcoin breaks below $100K with downside targets in mid-90K range
π© Join My FREE Newsletter: https://www.stevebartonmoney.com/
If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!
Affiliates /Tools for Success that I Love and find Helpful:
Join Our Free Newsletter
Rule Symposium 2025 (July 7-11)
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Newsletter
Chapters:
00:00 S&P 500 trends and technical setup
02:47 US dollar strength and bond market overview
07:48 Gold outlook, trendlines, and miner strategy
26:51 Silver support levels and downside risk
30:34 Copper bounce and technical analysis
35:39 Uranium spikes on $200M Sprott Trust purchase
42:04 Crude oil rises amid Middle East tensions
47:05 Natural gas rally and short-term pullback risk
49:16 Coal market update and trading range
51:39 Platinum breakout and long-term positioning
54:11 Nickel weakness and miner ETF pressure
55:37 Bloomberg Commodity Index resistance
57:54 Bitcoin declines and Fibonacci targets
DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.
WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#CommodityInvesting #GoldStocks #Uranium #SilverMining #S&P500 #OilPrices #NaturalGas #BitcoinNews #Copper #Platinum #Palladium #EnergyStocks #MarketAnalysis #SteveBarton #InItToWinIt
Michael Oliver, founder of Momentum Structural Analysis, returns for Part 2 to challenge the validity of the gold 8-year cycle and deliver a sharper perspective on market momentum and central bank policy. He explains why the limited history of legalized gold undermines long-term cycle theories, and instead emphasizes momentum-based signals as more reliable indicators for investors.
Michael outlines the significant influence of central bank actionsβparticularly money printing and interest rate manipulationβon gold and silver markets. He argues that rather than falling during a market downturn, precious metals are likely to rise as fiat currencies weaken. He also highlights the early stages of a commodity super-cycle, with oil, copper, and silver showing strong breakout potential. Notably, silver is projected to surpass previous highs, and miners could outperform the metals themselves by two to three times.
The discussion extends to broader asset classes, including the weakening U.S. dollar, underperformance in commercial real estate, and overvaluation in India's stock market. Oliver's analysis presents a clear message: traditional safe havens may falter, and investors should prepare for shifts in momentum across global markets.
Connect with Michael Oliver!
Website: https://www.olivermsa.com/
π₯ Key Topics Discussed
β Debunking the gold 8-year cycle myth β Impact of central bank policies on gold and silver β Why momentum analysis beats cycle theory β Outlook for gold and silver miners β Silver's breakout potential beyond $70 β Rising momentum in oil and copper markets β Bloomberg Commodity Index trend signals β Risks facing the U.S. dollar and real estate β Valuation concerns in India's stock market β Where investors should focus in a shifting market
If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!
Affiliates /Tools for Success that I Love and find Helpful:
Join Our Free Newsletter
Rule Symposium 2025 (July 7-11)
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
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Chapters:
00:00 Welcome and gold cycle discussion
02:28 Central bank impact on gold and silver
05:36 Metals versus miners' performance outlook
08:34 Oil costs and mining margins
13:32 Risk and reward levels for silver miners
18:31 When to consider reducing miner positions
21:58 SIL vs SILJ investment preference
25:04 SIL compared to GDX performance
26:02 Dollar index relationship with silver
31:24 Platinum breakout and commodity signals
34:16 Copper momentum and long-term trend
36:30 Commercial real estate market concerns
39:52 Rising debt pressure in real estate
40:40 Bubble risk in India's equity markets
43:19 Final thoughts and how to follow Michael Oliver
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 #Oil #Uranium #NaturalGas #Coal #Bitcoin #Platinum #Nickel #IronOre #MomentumStructuralAnalysis #MichaelOliver #Charting #MarketAnalysis #PreciousMetals #Steve Barton #InIttoWinIt
Michael Oliver, founder of Momentum Structural Analysis, joins Steve Barton to expose the cracks forming in today's financial markets. From the largest stock market bubble in U.S. history to flawed monetary policies, Oliver reveals the deeper forces driving instability.
He explains how years of zero-interest rates and aggressive money printing have created a systemic problem, not just a tech bubble. Despite new highs in indexes, momentum indicators are breaking downβa red flag for seasoned investors.
Oliver also dives into gold and silver, affirming the long-term bull trend and warning of a looming Fed crisis. As real assets gain strength, this conversation delivers urgent insight for anyone navigating the coming financial storm.
Connect with Michael Oliver!
Website: https://www.olivermsa.com/
π₯ Key Topics Discussed
β The scale and timeline of the U.S. stock market bubble
β Impact of zero-interest rates and money supply expansion
β Why current momentum breaks signal a hidden market top
β Misleading strength in the S&P 500 and NASDAQ 100
β Risks tied to government debt and long-term bonds
β Why inflation measures often miss the bigger picture
β Gold's long-term bull market and momentum resilience
β Silver's breakout potential and relation to gold trends
β The Fed's limited tools and the return of QE
β Why real assets may outperform in the next market phase
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!
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Join Our Free Newsletter
Rule Symposium 2025 (July 7-11)
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Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Newsletter
Chapters:
00:00 Introduction and Michael Oliver's macro-outlook
06:28 Understanding real inflation and money supply impact
11:09 Momentum structure break and price recovery signals
19:26 Lessons from the 2000 and 2008 market tops
28:23 Why new price highs may not reflect market strength
30:26 Thoughts on David Hunter's blow off top prediction
32:41 How much downside would break gold's bull trend
37:36 The launchpad forming in gold since April
39:58 Long term bullish view on gold since 2015
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.
#MichaelOliver #StockMarketCrash #Gold #Silver #Commodities #MomentumAnalysis #FederalReserve #Inflation #MacroTrends #NASDAQ #SP500 #RealAssets #PreciousMetals #FinancialCrisis #QE #Bitcoin #Uranium #Oil #NaturalGas #Coal #Copper #Nickel #Platinum #Palladium #IronOre #Steve Barton #InIttoWinIt
Garrett Goggin, editor and analyst known for his deep insight into precious metals and macroeconomic trends, joins Steve Barton on In It to Win It to deliver a powerful breakdown of the financial storm brewing beneath the surface of the global economy. Garrett explains how mounting U.S. debt, now over $37 trillion, and the fading trust in the U.S. dollar as a "risk-free" asset are reshaping capital flows into gold and silver.
He reveals why traditional safe havens are failing in the face of geopolitical turmoil, how inflation has become a deliberate policy tool, and why gold is quietly entering a long-term bull market. Garrett highlights the underappreciated value in high-grade mining stocks, the shocking dilution in low-grade silver miners, and why royalty companies like Royal Gold are outperforming with consistent free cash flow and dividends.
Garrett also unpacks how tether's entrance into gold royalties and new security deals in the DRC signal a seismic shift in investment narratives. With smart analysis on NAV discounts, GDX rebalancing, and the timing sweet spot of the Lassonde Curve, he shows investors exactly where to look next.
Connect with Garrett Goggins!
Learn More: https://ef.goldenportfolio-10.com/PBGRT/XCQZJ/?sub1=ytvideo-6-13-2025
π₯ Key Topics Discussed
β U.S. Debt Crisis and the Decline of the Dollar
β Inflation as a Policy Strategy and Its Market Impact
β Gold's Long-Term Bull Market and Undervaluation
β Institutional Shift Toward Gold Royalty Companies
β Risks of Low-Grade, Unprofitable Silver Miners
β High-Grade Operations and Sustainable Profitability
β Strategic Mining Investments in Emerging Jurisdictions
β GDX Index Rebalancing and Its Investment Implications
β Tether's Investment in Gold and Crypto-Gold Convergence
β Lassonde Curve: Identifying Optimal Exit Timing
If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!
Affiliates /Tools for Success that I Love and find Helpful:
Join Our Free Newsletter
Rule Symposium 2025 (July 7-11)
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Newsletter
Chapters:
00:00 Garret Goggins joins the show and macro view of the economy
05:33 US debt crisis and safe haven reversal
07:41 Inflation strategy and asset price impact
10:21 Gold stocks undervaluation and cash flow
12:46 Silver outlook and special offer preview
21:17 Discovery Silver and Porcupine NAV insights
21:43 MAG and Pan American Silver deal analysis
22:39 Long Core Gold private placement update
28:03 Silver X dilution and profitability concerns
29:55 Rio2 and Alex Black high-margin project
33:12 Buffet indicator and undervalued opportunities
37:06 Lassonde Curve timing and valuation peak
39:40 GDX rebalancing and technical investment signal
40:37 Gold royalty companies and steady cash flow
43:08 Tether investment and crypto gold crossover
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.
#RickRule #GoldStocks #SilverInvesting #MiningStocks #EconomicInsights #InflationCrisis #StockMarket #PreciousMetals #InvestmentTips #Steve Barton #InIttoWinIt
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