The U.S. government now considers about 75% of the periodic table to be critical. That’s not just a statistic — it’s a signal that the global economic system is changing.

In this conversation, John Ciampaglia, CEO of Sprott Asset Management, explains why the world is shifting from globalization to resource competition and how the breakdown in U.S.–China relations is driving a new era of strategic stockpiling, supply chain fragmentation, and commodity scarcity.

He also breaks down:

* Why gold is being sold (and why that’s not bearish)

* How China is converting Treasuries into hard assets

* Why uranium and nuclear energy could be major winners

* The return of Cold War-style stockpiling

* Why even small capital flows into commodities could drive outsized returns

This deep dive into the new commodity supercycle is a must-watch to understand this evolving era in markets.

💡 Markets reacting to headlines, not fundamentals? Build a resilient strategy with a free portfolio review from Wealthion’s endorsed financial advisors: https://bit.ly/4scACHg

💡 While central banks accumulate hard assets, are you? Buy physical gold & silver through GBI Direct: https://gbidirect.com/?aff=WTH

💡Attend Rick Rules’ Natural Resource Symposium in Boca Raton this July, click here for in-person and virtual tickets: https://cvent.me/XOqdLa?via=Wealthion

Chapters:

1:20 - War’s Impact on Commodities & Supply Chains

5:15 - China’s Strategy: Converting Treasuries to Hard Assets

9:53 - An Energy Shock & Rising Commodity Cost Curve

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

 

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

 

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

 

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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