In it to Win it

Justin Huhn, founder of Uranium Insider and one of the uranium sector's most closely followed market specialists, joins me to break down the supply, demand, pricing, and investment signals shaping today's nuclear fuel market.

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Recording Date 8-12-2026. In this episode, Justin explains why the uranium market could remain roughly 20 to 25 million pounds undersupplied this year, with mine production near 175 million pounds versus roughly 204 to 205 million pounds of reactor demand. We discuss why the real story isn't today's spot market but utility contracting for deliveries three to six years into the future, where long-term prices are approaching $100 per pound and some contracts are already being completed in triple digits.

Justin and I also examine whether the summer sell-off in uranium stocks has finally bottomed and why another 5% to 10% pullback could create a buying opportunity. We discuss investor sentiment, ETF flows, uranium's connection to the AI data-center boom, and nuclear reactor life extensions. Justin breaks down Cameco's Don Lake exploration potential, Global Atomic's financing challenges at Dasa in Niger, and the outlook for X-energy. We also explore the SMR race involving GE Vernova, TerraPower, Westinghouse, Holtec, BWXT, and Rolls-Royce, while explaining why investors need to watch both spot and long-term uranium prices.

Key Insights In This Episode

✅ Uranium faces a 20 to 25 million pound supply deficit.

✅ Long-term uranium contracts are already reaching triple digits.

✅ Uranium stocks may have already hit their summer bottom.

✅ Another 5% to 10% pullback could create a buying opportunity.

✅ AI data centers are strengthening the long-term nuclear demand story.

✅ SMRs are emerging as a major growth catalyst for nuclear energy.

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

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Chapters

00:00 Welcome Back Justin Huhn 00:22 Uranium Supply Demand Deficit 02:53 Long Term Uranium Near $100 04:23 Is the Uranium Selloff Over 06:09 Uranium Investor Sentiment 10:14 AI Data Centers and Uranium Stocks 16:06 Cameco Don Lake Exploration 18:59 Global Atomic Dasa and Niger 20:56 X Energy and Nuclear Technology 29:53 Closing Thoughts and Premium Preview

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

#InItToWinIt #SteveBarton #JustinHuhn #Uranium #UraniumStocks #UraniumInvesting #NuclearEnergy #UraniumMarket #UraniumPrice #Cameco #GlobalAtomic #XEnergy #SMR #SmallModularReactors #NuclearPower #ArtificialIntelligence #AIDataCenters #EnergyInvesting #CommodityInvesting #URNM #UraniumInsider #EnergyCrisis

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Recording Date 8-7-2026. The S&P 500 gained 3.6% and I remain biased higher, while the U.S. dollar slipped 0.2% and is sitting near support that could produce a bounce. The VIX is hovering around 14.9 and getting closer to my 13.5 level where volatility starts becoming especially interesting to me. But the real fireworks are in gold, which jumped 7.1%, and I believe this breakout materially improves the odds that the recent bottom is already behind us.

I'm putting real conviction behind that gold thesis because I believe inflation, rising long term yields, and the possibility of eventual yield curve control could provide major fuel for precious metals, with my longer-term gold target reaching roughly $7,000 to $8,000. Silver gained 9.9% and still looks capable of breaking beyond $64 toward the $70 to $72 resistance area, while copper hit a new high before printing a bearish short-term signal that has me cautious for next week. Uranium appears to be moving beyond its summer weakness even though I expect a near term retracement, while WTI oil plunged 11.2% into support and I now see roughly a 70% probability of an upside move next week. Toward the end of the show, platinum gained 6.1%, palladium gained 7.6%, nickel slipped 1.6% but still looks constructive to me, and Bitcoin gained 2.1% with upside potential limited by resistance around $66,000 to $67,000.

Key Insights in this episode

✅ Gold Gold surged 7.1% and GDX jumped 21.3%. I see limited downside and a long-term path toward $7,000 to $8,000.

✅ Silver Silver gained 9.9% and SIL rallied 20%. I remain bullish with $70 to $72 as the next major resistance zone.

✅ Oil WTI plunged 11.2%, but support held near the 200-day moving average.

✅ S&P 500 The index climbed 3.6% after breaking out of its bullish pattern.

✅ Copper Copper rose 1.9% to a new high near $6.87, but the chart now suggests a short-term pullback.

✅ Uranium URNM jumped 12.3% while term prices stayed near $95.50 to $97.

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

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Chapters

0:00 S&P 500 Dollar VIX and Bond Yields

02:42 Gold Breakout and My $8,000 Target

08:29 Silver Rally and the Road to $72

12:17 Copper Hits a New All Time High

14:52 Uranium Seasonality and Term Prices

17:03 Oil Crashes 11.2% and Hits Support

19:06 Natural Gas Tests Multi Year Lows

21:07 Coal Selloff and the Second Chance Setup

23:43 Platinum and Palladium Breakout Potential

26:56 Nickel Builds a Bullish Reversal Setup

28:15 Bitcoin Tests $66,000 Resistance

28:47 Final Market 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.

#SteveBarton #MondayMarketMoves #SteveBarton #InItToWinIt #MondayMarketMoves #SP500 #Gold #Silver #Copper #Uranium #Oil #NaturalGas #Coal #Platinum #Palladium #Nickel #Bitcoin #CommodityInvesting #TechnicalAnalysis #MiningStocks #MagnaMining #RickRule

Rick Rule, veteran natural-resource investor, founder of Rule Investment Media, and former President and CEO of Sprott U.S. Holdings, joins me for a wide-ranging Rule Classroom Plus question-and-answer session.

👉 Rule Symposium 2026

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Recording Date 8-6-2026. In this episode, Rick explains why creating more U.S. dollars without additional backing reduces the purchasing power of existing currency and discusses the intervention that strengthened the Japanese yen. We also examine gold's rise, my efforts to move cash into physical bullion, and why U.S. financial institutions report cash transactions above $10,000. Rick shares his own experiences with suspicious activity reports and explains why buying and holding physical gold outside the United States is legal despite increased banking scrutiny.

Rick evaluates companies and trends across lithium, copper, uranium, gold, silver, natural gas, royalties, and oilfield services. He warns that lithium is oversupplied and says direct lithium extraction backed by Exxon, Chevron, Occidental, and Berkshire Hathaway could threaten hard-rock producers. Rick remains bullish on copper despite stronger prices than he expected and discusses Marimaca, Founders Metals, Origin Royalties, Agnico Eagle, Equinox Gold, Cameco, Vizsla Silver, Hecla, B2Gold, Cheniere Energy, Texas Pacific Land, and Transocean. He explains why he buys uranium equities on weak days, favors technically strong management teams, values major-miner support for juniors, and concentrates on deposits capable of becoming world-class assets.

Key Insights In This Episode

✅ Currency creation weakens existing purchasing power.

✅ Lithium oversupply demands extreme caution.

✅ Copper prices exceeded Rick's expectations.

✅ Rick buys uranium stocks during selloffs.

✅ Major shareholders strengthen junior explorers.

✅ Tier-one assets remain Rick's priority.

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

Technical Analysis Series

Rule Symposium 2026

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Rule Classroom Plus (2 Free Months)

TradingView (Free)

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Chapters

00:00 Rick Rule's Opening Market Thoughts

00:24 Gold Prices And Dollar Creation

01:37 U.S. Support For The Japanese Yen

02:31 Gold Bullion And Banking Restrictions

03:12 Suspicious Activity Reports Explained

06:10 Bunker Hill And Silver One

06:39 Lithium Oversupply And Standard Lithium

09:15 Marimaca Copper And Stronger Copper Prices

10:26 Founders Metals And Strategic Mining Shareholders

12:35 Tourmaline Birchcliff And Canadian Natural Gas

13:54 Origin Royalties And Partner Funded Exploration

15:52 Agnico Eagle Selling Junior Mining Investments

18:09 Major Miners Investing In Developers

19:35 Equinox Gold And Ross Beaty's Influence

21:04 Cameco And The Westinghouse IPO

22:18 Uranium Equities And Buying Market Weakness

23:19 Osisko Gold And Narrow Vein Mining Risk

25:00 Eloro Resources

25:20 Vizsla Silver Security And Development Timeline

27:01 Hecla Mining And Silver Price Leverage

28:05 B2Gold Valuation And Management Transition

30:36 Cheniere Energy Texas Pacific Land And Viper Energy

32:21 Noble Corporation And Transocean

33:38 Arizona Metals

33:40 Antimony And Critical One Energy

34:58 Alamos Gold Rating Update

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.

#InItToWinIt #RickRule #SteveBarton #RuleClassroom #Gold #Silver #Uranium #Copper #Lithium #MiningStocks #GoldStocks #ResourceInvesting #Commodities #Cameco #B2Gold #MarimacaCopper #AgnicoEagle #TexasPacificLand #CheniereEnergy #NaturalGas #Investing

Rick Rule, legendary natural resource investor, founder of Rule Investment Media, and one of the mining industry's most respected capital allocators, joins me to revisit the investment framework that has completely changed the way I evaluate mining companies and interview management teams.

👉 Rule Symposium 2026

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Recording Date 7-11-2026. In this episode, Rick explains why every investor should focus on the difference between price and intrinsic value before looking at anything else, showing how market capitalization, cash, debt, and liquidation value provide the foundation for determining whether a company is undervalued or overpriced.

1. What is your market cap cash and debt?
2. Have you and your team been a success before in an Endeavor that resembles the task at hand?
3. Who owns your company? Do you own any? Do you have vested partners?
4. Scalability. What are you looking for? What is your target size?
5. What is the principle unanswered question today? How do you propose to answer that question? How much time will it take to answer the question? How much money will it take to answer the question?
6. What keeps you up at night? What could go wrong? What else could go wrong?

I ask Rick to walk through every question on the checklist that I now use in all of my mining interviews, beginning with management's track record and whether their previous successes truly match the project they are pursuing today. We discuss why insider ownership and strategic shareholders matter, why large scalable discoveries create the biggest investment opportunities, and how investors should identify the single unanswered question that will determine a company's future value. Rick also explains why investors should always ask management what could go wrong, how they plan to reduce those risks, and why honest discussions about challenges build credibility rather than weaken an investment thesis. We finish by discussing the importance of having direct access to company leadership, monitoring execution over time, and recognizing that successful investing ultimately comes from backing exceptional people who consistently create value rather than simply owning attractive assets.

Key Insights In This Episode

✅ Investing success comes from identifying the gap between market price and intrinsic value before buying a company.

✅ Management teams with proven success in similar projects deserve greater confidence than first time operators.

✅ Insider ownership and respected strategic investors create stronger alignment with long term shareholders.

✅ Large scalable discoveries provide the opportunity for exceptional returns that can outweigh numerous unsuccessful investments.

✅ Every investment should have one clearly defined unanswered question supported by a realistic plan, timeline, and budget to answer it.

✅ Strong management teams openly discuss project risks, explain how they are reducing those risks, and remain accessible to investors throughout the process.

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

Technical Analysis Series

Rule Symposium 2026

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

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Chapters

00:00 Welcome And Why These Questions Matter

01:01 Market Cap Cash Debt And Intrinsic Value

02:03 Why Management Track Records Matter

03:46 Insider Ownership And Strategic Shareholders

05:42 Scalability And Building Big Winners

06:41 The Most Important Unanswered Question

08:55 What Could Go Wrong And Risk Management

11:10 Why Investors Need A Direct Company Contact

12:06 The Most Important Principles For Investing

13:36 Rule Symposium Replay And Educational Resources

15:17 Premium Interview Preview And Closing

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

#InItToWinIt #SteveBarton #RickRule #SteveBarton #RuleSymposium #MiningStocks #JuniorMining #GoldStocks #SilverStocks #ResourceInvesting #ValueInvesting #NaturalResources #MiningInvesting #DueDiligence #CapitalAllocation #MiningCEO #ResourceStocks #ContrarianInvesting #Speculation #GoldInvesting #Commodities #Investing

Brad Langille, geologist, President and CEO of GoGold Resources, and veteran mine builder with more than three decades of operating experience in Mexico, joins me to discuss why GoGold is entering its most important growth phase after finally receiving the construction permit for Los Ricos South.

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👉 https://gogoldresources.com/

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Recording Date 7-11-2026. In this episode, Brad walks me through how GoGold has built a debt-free balance sheet with approximately $284 million in cash by generating free cash flow from its innovative Parral tailings retreatment operation, allowing the company to finance construction internally while dramatically reducing shareholder dilution and financing risk.

I ask Brad to explain how Parral's proprietary tailings technology not only generates approximately $60 million in annual mine-site free cash flow at current metal prices but also provides a blueprint for similar environmental reclamation opportunities across Mexico. We then dive into Los Ricos South, discussing the long-awaited permit approval, construction beginning immediately, a projected 24-month build schedule, and expected annual production increasing from roughly 2 million to more than 9 million silver-equivalent ounces. Brad also explains why he believes Mexico's permitting environment has improved under the current administration, outlines the company's strong institutional ownership and insider alignment, and discusses the long-term district strategy of advancing Los Ricos North after South enters production, ultimately targeting 15 to 17 million silver-equivalent ounces annually. We finish by discussing execution risk, project optimization, security in Mexico, and why Brad believes GoGold could re-rate significantly as it executes its multi-mine growth strategy.

Key Insights In This Episode

✅ Parral's tailings operation generates meaningful free cash flow while funding GoGold's next phase of growth without debt or equity dilution.

✅ Receiving the Los Ricos South permit removes the company's largest uncertainty and shifts investor focus toward construction execution.

✅ Production is expected to grow from roughly 2 million to more than 9 million silver-equivalent ounces once Los Ricos South reaches commercial production.

✅ Management believes Mexico's permitting environment has improved as projects demonstrating strong environmental and community support move forward.

✅ GoGold's long-term strategy extends beyond Los Ricos South, with Los Ricos North positioned to create a district producing up to 17 million silver-equivalent ounces annually.

✅ Brad believes disciplined engineering, a strong balance sheet, experienced mine builders, and internally funded construction significantly reduce overall project risk.

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

Technical Analysis Series

Rule Symposium 2026

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Rule Classroom Plus (2 Free Months)

TradingView (Free)

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Chapters

00:00 Market Cap Cash Debt And Brad Langille's Mining Career

01:44 Building Four Successful Mining Operations

04:37 Parral Tailings Technology And Funding Growth

08:35 Parral Mine Life And Expansion Opportunities

11:28 Los Ricos South Permit Finally Approved

14:02 Construction Timeline And First Production

15:13 Growing Into A Mid Tier Silver Producer

16:12 Share Structure Institutional Ownership And Insider Alignment

19:19 Biggest Unanswered Question Is Execution

20:56 Why The Stock Didn't Re Rate After The Permit

26:35 What Could Go Wrong During Construction

29:09 Mexico Security And Cartel Concerns

30:57 Closing Thoughts And Future Catalysts

34:16 Rule Symposium Replay And Farewell

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.

#InItToWinIt #SteveBarton #GoGoldResources #BradLangille #SteveBarton #SilverStocks #GoldStocks #MiningStocks #SilverMining #GoldMining #LosRicos #Parral #MexicoMining #RuleSymposium #PreciousMetals #JuniorMining #ResourceInvesting #MiningCEO #Commodities #SilverInvesting #GoldInvesting #MiningInvestment

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Recording Date 8-1-2026. The S&P 500 gained 1.1% and appears to be forming a bullish pennant after the Federal Reserve kept rates unchanged, but the U.S. dollar fell 1.6% as expectations for tighter monetary policy faded. At the same time, longer term Treasury yields are threatening major technical breakouts, suggesting investors are demanding greater compensation for holding a currency that continues to lose purchasing power. I'm also watching the Japanese yen carry trade unwind firsthand from Japan, where the yen strengthened 3.9% against the dollar in only a few days.

Gold gained 0.9% and may finally be confirming an upside breakout from its triangle pattern, making the risk and reward attractive enough for me to consider moving a meaningful portion of our cash into bullion or PHYS. Silver remains trapped between roughly $54 and $64, while copper looks more constructive after gaining around 1.7% and holding inside its rising channel. Uranium is entering what I see as another attractive accumulation period, especially with the Sprott Physical Uranium Trust trading at an approximately 12% discount while the transcript reports that the trust holds about 81.7 million pounds. Oil dropped 4.1%, natural gas declined 3.6%, coal weakened, platinum gained 3.4%, nickel pulled back 0.4%, and Bitcoin fell 3.6% toward $62,000, leaving me cautious as I look for its next support near $58,000.

Key Insights in this episode

✅ S&P 500 And Dollar The S&P 500 rose 1.1%, while the dollar fell 1.6%.

✅ Gold Gold gained 0.9% and may be starting a breakout toward $7,000 to $8,000.

✅ Silver And Copper Silver fell 1.9%, while copper gained about 1.7%.

✅ Uranium Uranium rose 0.4%, while the Sprott trust traded near a 12% discount.

✅ Energy WTI fell 4.1%, Brent dropped 7.8%, and natural gas declined 3.6%.

✅ Bitcoin Bitcoin dropped 3.6%, with the next support near $58,000.

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

Technical Analysis Series

Rule Symposium 2026

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Insider Newsletter

Chapters

00:00 S&P 500 Dollar And Treasury Yields

05:00 Gold Breakout And My $8,000 Target

10:58 Silver Range And PSLV Buying Levels

13:18 Copper Channel And COPX Outlook

16:47 Uranium Discount And Summer Opportunity

19:53 Oil Crash And WTI Gap Trade

23:28 Natural Gas And Coal Market Outlook

26:30 Platinum And Palladium Trading Setups

29:01 Nickel Miners And PICK ETF

30:38 Bitcoin Support At $58,000

31:14 Final Market 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.

#MondayMarketMoves #SteveBarton #InItToWinIt #Gold #Silver #Copper #Uranium #Oil #NaturalGas #Bitcoin #SP500 #USDollar #FederalReserve #TreasuryYields #CommodityInvesting #GoldPrice #UraniumStocks #EnergyStocks #PreciousMetals #MarketOutlook

Dr. Andrew Tunks, PhD geologist, Executive Chairman of Meteoric Resources, and a 35-year mining industry veteran, joins me to explain why the company's Caldeira Project in Brazil could become one of the most important rare earth discoveries outside China.

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👉 https://meteoric.com.au/

👉 [email protected]

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Recording Date 7-9-2026. In this episode, Andrew walks me through how Meteoric transformed from a small Australian gold explorer into a leading rare earth developer after recognizing the enormous potential of ionic clay deposits, a style of mineralization that offers dramatically lower mining and processing costs than traditional hard rock rare earth projects.

I ask Andrew to explain the scale of Caldeira, including its 1.6-billion-ton resource, more than 200 years of potential mine life, and why the project could eventually supply roughly half of the U.S. magnet market from its initial production module. We discuss Meteoric's $370 million market capitalization, approximately $30 million cash position, zero debt, and the upcoming Definitive Feasibility Study that will pave the way for final construction permits and project financing. Andrew also explains the importance of separating rare earth oxides outside China, the growing strategic interest from the U.S. and European governments, the environmental advantages of clay-hosted rare earth mining, and why he believes Meteoric is positioned to become the lowest-cost rare earth producer in the Western world.

Key Insights In This Episode

✅ Caldeira's ionic clay deposit allows low-cost mining without blasting, crushing, or grinding.

✅ Meteoric has defined a 1.6-billion-ton resource with more than 200 years of potential mine life.

✅ The upcoming DFS and project financing represent the company's most important near-term catalysts.

✅ Western governments are actively seeking alternative rare earth supply chains outside China.

✅ The project's simple processing and renewable energy significantly reduce environmental impact.

✅ Andrew believes Meteoric's current valuation does not reflect the project's long-term strategic importance.

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

Technical Analysis Series

Rule Symposium 2026

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Insider Newsletter

Chapters

00:00 Market Cap Cash Debt And Company Background

07:08 Caldeira Resource Size And Clay Deposit Explained

08:47 Why Rare Earth Magnets Matter

10:26 Share Structure And Insider Ownership

11:59 DFS Financing And Key Risks

14:58 Pilot Plant And Processing Strategy

16:12 Building The Western Rare Earth Supply Chain

17:35 Construction Timeline And Low Cost Mining

20:11 Rare Earth Separation Outside China

22:14 Biggest Risks And Potential Takeover

24:55 Community Support And Environmental Questions

27:42 Final Investment Thesis

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.

#InItToWinIt #SteveBarton # #MeteoricResources #AndrewTunks #RareEarths #CriticalMinerals #Caldeira #SteveBarton #MiningStocks #RareEarthStocks #CriticalMetals #MagnetMaterials #China #BrazilMining #ResourceInvesting #RuleSymposium #EnergyTransition #EVSupplyChain #DefenseMetals #MiningInvestment #StrategicMetals #Commodities

Joe Mazumdar, economic geologist, mining analyst, and editor of Exploration Insights, joins me to share the geological framework and investment process he has developed after decades of evaluating mining projects and resource companies around the world.

👉 Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit

👉 https://explorationinsights.com/

👉 [email protected]

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Recording Date 7-9-2026. In this episode, Joe walks me through why he believes development-stage mining companies currently offer some of the best opportunities in the sector, explaining how he evaluates takeover candidates using permitting, metallurgy, mine design, jurisdiction, capital intensity, and the ability to realistically build a mine rather than simply defining a large resource.

I ask Joe to break down his outlook commodity by commodity, beginning with gold and why mergers and acquisitions are likely to expand beyond producers into developers as majors search for quality projects. We discuss why he currently favors silver opportunities outside Mexico because of permitting and security concerns, how Peru's drilling permits and community relationships have become essential investment considerations, why domestic U.S. copper projects continue attracting strategic buyers, and how Hudbay's acquisition of Arizona Sonoran illustrates that trend. Joe also explains why nickel fundamentals may be improving as Indonesian supply tightens, why processing and recycling could become increasingly important within the critical minerals supply chain, which mining jurisdictions he currently favors across the United States and Latin America, and why investors seeking multi-bagger returns must accept higher risk while performing substantially more due diligence than traditional large-cap mining investors.

Key Insights In This Episode

✅ Joe believes development-stage mining companies offer the best combination of value, de-risking, and takeover potential.

✅ Successful mining investments depend on permitting, metallurgy, jurisdiction, and mine economics.

✅ Silver opportunities outside Mexico currently present a more attractive risk profile because of permitting and security concerns.

✅ Domestic U.S. copper projects continue to attract strategic buyers seeking long-term, secure supply.

✅ Improving nickel fundamentals could create opportunities in both primary production and critical mineral recycling.

✅ Higher-return junior mining investments require significantly more research, patience, and risk management than large-cap producers.

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

Technical Analysis Series

Rule Symposium 2026

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Insider Newsletter

Chapters

00:00 Gold Developers And Takeover Potential

02:02 The Lassonde Curve And Development Value

03:54 Mining Mergers And Acquisition Cycles

05:02 What Joe Looks For In Silver

08:16 Peru Permits And Community Risk

09:26 Copper Projects And Strategic Takeovers

10:32 Why Nickel Could Be Turning

12:45 Mining Jurisdictions Joe Avoids

13:43 Colombia Mining Opportunities

15:05 Junior Mining Risk And 5X Returns

16:11 Exploration Insights And Premium Research

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.

#InItToWinIt #SteveBarton #JoeMazumdar #ExplorationInsights #SteveBarton #GoldStocks #SilverStocks #CopperStocks #NickelStocks #MiningStocks #JuniorMining #GoldInvesting #SilverInvesting #CopperInvesting #CriticalMinerals #MiningMergers #ResourceInvesting #RuleSymposium #LassondeCurve #MiningGeology #CommodityInvesting #PreciousMetals

Bob Quartermain, veteran exploration geologist, founder of Silver Standard and Pretium Resources, and Co-Chairman of Dakota Gold, joins me with 50 years of experience discovering, financing, developing, and building major mining projects around the world.

👉 Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit

👉 https://dakotagoldcorp.com/

👉 [email protected]

📩 Free Newsletter

📈 Technical Analysis for Beginners

🌎 Travel Channel

Recording Date 7-10-2026. In this episode, Bob explains why he came out of retirement to pursue Dakota Gold's opportunity in South Dakota's historic Homestake District and why he believes Richmond Hill can become the foundation for a much larger gold-producing district.

I speak with Bob about Dakota Gold's approximately $600 million market capitalization, $107 million cash position, zero debt, and funding runway designed to carry the company toward a shovel-ready project. He breaks down Richmond Hill's 2.6 million ounces of measured and indicated gold, a projected 17-year mine life, expected annual production of roughly 150,000 ounces, and the potential for project value to approach $3 billion at a $4,000 gold price. We also discuss the company's 2029 production target, private-land advantage, nearby infrastructure, permitting pathway, institutional ownership, and management's significant equity stake. Bob also highlights Maitland's high-grade potential, including 47 intersections averaging about 11 grams per tonne, and explains how Richmond Hill cash flow could support future district-wide expansion. He closes by outlining the major risks, the importance of experienced operators, and why he remains bullish on gold, mining equities, and disciplined producers generating strong free cash flow.

Key Insights In This Episode

✅ Bob Quartermain returned from retirement because he believes Dakota Gold offers another company-building opportunity.

✅ Richmond Hill hosts a 2.6 million ounce gold resource with production targeted for 2029.

✅ Dakota Gold holds approximately $107 million in cash with no debt, funding development for several years.

✅ Higher gold prices significantly improve project economics, potentially increasing project value toward $3 billion.

✅ The historic Homestake District provides infrastructure, mining expertise, and permitting advantages rarely available today.

✅ Maitland offers additional high-grade exploration upside that could become Dakota Gold's next producing mine.

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

Technical Analysis Series

Rule Symposium 2026

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Insider Newsletter

Chapters

00:00 Dakota Gold Market Cap Cash And Debt

00:56 Bob Quartermain Mining Career And Track Record

05:48 Dakota Gold Share Structure And Ownership

07:11 Richmond Hill Resource And Project Economics

10:10 Biggest Unanswered Question Facing Dakota Gold

13:05 What Could Go Wrong For Dakota Gold

16:14 Why Gold Miners Are In A Sweet Spot

17:29 How To Follow Dakota Gold

17:55 Premium Interview And Rule Symposium Replay

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.

#InItToWinIt #SteveBarton #BobQuartermain #DakotaGold #SteveBarton #Gold #GoldMining #MiningStocks #GoldStocks #JuniorMining #ResourceInvesting #RickRule #RuleSymposium #RichmondHill #Homestake #PreciousMetals #GoldBullMarket #MiningInvesting #ValueInvesting #NaturalResources #Exploration #Commodities

👉 Rule Symposium 2026 Replay

📩 Free Newsletter

📈 Technical Analysis for Beginners

🌎 Travel Channel

Recording Date 7-24-2026. The S&P 500 slipped 0.6% as semiconductor stocks, technology companies, and corporate bonds began flashing signs that investors may finally be rotating out of overvalued areas. At the same time, the U.S. Dollar Index climbed 0.7% and the 10-year yield jumped 2.9%, creating a major macro setup ahead of the Federal Reserve meeting. My base case is still that Kevin Warsh and the Fed hold rates steady, but a surprise increase could strengthen the dollar and trigger the commodity washout sale many investors have been waiting for. Gold gained 1.3% and is tightening inside a triangle that I believe is more likely to break higher, although I still have limit orders ready near $3,500 to $3,600 in case the market hands us bargain basement prices.

Silver rallied 4.6% and continues to offer an attractive risk and reward setup, with support near $54 and much larger long-term upside if the bullish commodity cycle continues. Copper gained 1.5%, while uranium rose 0.6% as the spot price held near $86 and term pricing remained at $95.50, reinforcing my view that summer weakness should be used to accumulate quality exposure. Oil delivered the monster move of the week with WTI jumping 10.6% and Brent gaining 11.8%, but both markets have now filled important gaps and reached technical levels where I believe a reversal lower is becoming more likely. Natural gas, thermal coal, platinum, and several producer funds are showing bearish or neutral patterns, while palladium and nickel are beginning to present more interesting opportunities. Bitcoin finished down 0.9% with another bear flag taking shape, and while I'm traveling, the channel continues with upcoming conversations featuring Robert Quartermain, Joe Mazumdar, and Meteoric Resources Executive Chairman Dr Andrew Tunks.

Key Insights in this episode

✅ S&P 500 Fell 0.6% and I remain bearish as technology weakness spreads, with the 6,600 gap still in focus.

✅ U.S. Dollar Rose 0.7% and a breakout above 101.8 could push it toward 103, pressuring commodities.

✅ Gold Gained 1.3% and is nearing a major triangle breakout, though I am prepared to buy a drop toward $3,500 to $3,600.

✅ Silver Jumped 4.6% with support near $54, resistance around $64, and strong long term upside.

✅ Uranium Rose 0.6% as spot held near $86 and term pricing stayed at $95.50, supporting my bullish outlook.

✅ WTI Oil Surged 10.6% to about $93.50, but I now see greater risk of a reversal unless it breaks toward $96.

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

Technical Analysis Series

Rule Symposium 2026

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Insider Newsletter

Chapters

0:00 S&P 500 Breakdown Risk

3:22 Gold Triangle Breakout Setup

8:41 Silver Support And Upside Targets

11:26 Copper Channel And COPX

12:24 Uranium Discount Buying Window

16:34 WTI Oil Reversal Warning

20:22 Natural Gas Bear Flag

21:40 Coal Bear Flags And Buy Levels

22:48 Platinum And Palladium Setups

24:51 Nickel Miners Recovery

25:33 Bitcoin Bear Flag Breakdown

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.

#SteveBarton #MondayMarketMoves #InItToWinIt #Gold #Silver #Uranium #Oil #Copper #Bitcoin #SP500 #USDollar #FederalReserve #Commodities #GoldStocks #SilverStocks #UraniumStocks #EnergyStocks #Sprott #MeteoricResources #MiningStocks