This is an omnibus episode pulling together some of the most important ideas you need right now as an investor.

I break down five habits that quietly destroy private investors, from taking tips and magical thinking to overbetting and falling into gambling loops. Then we move into real market edge — how to read panic days to identify hedge fund positioning, spot systemic longs and shorts, and position for the rebound.

From there, I walk through where I am right now across gold, silver, platinum, palladium, and Bitcoin — what I’ve sold, what I’m holding, and why. This is about real decision-making under uncertainty, not theory.

We then go deeper into the structural story driving markets: commodities, rare earths, supply chains, and the global shift in power between the US and China. I’m joined by Amanda Van Dyke to unpack why minerals are the real bottleneck in the global economy and where the opportunities are — from copper and uranium to the overlooked constraints that could drive the next supercycle.

If you want to avoid the classic traps, understand how money actually flows, and position yourself ahead of what’s coming, this episode gives you the framework.

Hope is not a strategy.