VRIC Media

Darrell sits down with Joe Cavatoni of the World Gold Council to break down what’s really driving gold right now. Joe explains why gold continues to hold a critical role in global portfolios despite recent volatility. The conversation also explores gold versus silver, supply constraints, tokenization, and whether structural shifts in the global economy are changing how investors should think about the yellow metal.

Today on the show, David Rosenberg breaks down the macro forces driving markets amid escalating geopolitical tensions in the Middle East. From rising global bond yields and inflation expectations to the real implications of conflict in the Strait of Hormuz, Rosenberg explains why traditional safe havens aren’t behaving as expected and what investors should actually be watching.

Check out David's work:

https://x.com/EconguyRosie

https://www.rosenbergresearch.com/

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00:00 What’s driving the 10-year yield right now?

03:44 Are markets reacting to inflation—or war risk?

09:07 Could oil spike to $150–$200?

15:09 What ends this war?

18:20 Did policymakers underestimate the risks?

23:10 Is the public misreading this conflict?

33:24 Why is gold falling in a crisis?

39:06 Where should investors be positioned now?

48:02 Are we near a real bottom yet?

51:02 What happens after the Strait reopens?

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Today on the show, Darrell is joined by Rick Rule and Justin Huhn for a masterclass panel on the uranium sector. With geopolitical tensions reshaping how countries think about energy independence, the conversation explores why nuclear power is gaining renewed momentum and what this means for uranium equities.

Connect with Justin:

https://www.uraniuminsider.com/membership

https://x.com/uraniuminsider

Connect with Rick:

https://x.com/RealRickRule

https://www.ruleinvestmentmedia.com/

https://events.ringcentral.com/events/2026-rule-symposium/registration https://ruleclassroom.com/

Brought to you by US Gold Corp (NASDAQ: USAU)

https://www.usgoldcorp.com/

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9

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00:00 Intro

02:09 Supply constraints & Sprott’s market impact

03:11 Energy security & geopolitical drivers (Strait of Hormuz)

04:14 Demand growth outlook & reactor build pipeline

07:56 The biggest risk: future uranium supply

10:03 Why new supply may lag rising demand

13:19 Oil vs uranium: implications of global disruptions

18:34 Will countries begin stockpiling uranium?

22:10 Spot vs term market dynamics explained

26:23 Contract structures signaling higher prices

30:06 Is uranium still a contrarian trade?

33:50 Bull vs bear risks over the next decade

40:17 Capital allocation: majors vs juniors

46:26 Investor psychology & surviving volatility

50:58 The uranium “flywheel” effect explained

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Josh Young of Bison Interests breaks down the real impact of geopolitical conflict on global oil and gas markets. While headlines point to crisis and extreme price scenarios, Josh argues the situation is far more nuanced—highlighting moderate supply disruptions, resilient infrastructure, and politically driven narratives shaping market perception.

Follow Josh:

https://x.com/JoshYoung

https://www.bisoninsights.info/

Brought to you by US Gold Corp (NASDAQ: USAU)

https://www.usgoldcorp.com/

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9

Sign up for Jay’s newsletter at https://2ly.link/211gx

0:00 Intro

1:25 How serious is the energy supply disruption?

4:57 Infrastructure damage and repair timelines

8:31 Strait of Hormuz and global supply chains

12:47 China’s export cuts and localized shortages

19:12 Investor psychology and strategic reserves

24:52 Government intervention and the SPR debate

29:35 Russian oil sanctions and disrupted exports

32:57 Why Iranian oil is still flowing

34:25 War, infrastructure and media narratives

37:30 Oil market fundamentals and equity mispricing

43:49 Different ways to invest in oil

48:57 How new investors can learn the sector

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Michael DiRienzo of the Silver Institute joins Darrell to break down the current state of the silver market.. The conversation explores how trends in solar energy, AI-driven data centers, and electrification are reshaping silver demand, alongside growing institutional interest and shifting global market dynamics. DiRienzo also shares perspective on pricing, investor behavior, and why silver’s dual role as both an industrial and monetary metal continues to drive long-term opportunity.

https://silverinstitute.org/

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9

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0:00 Intro

3:49 From Surplus to Structural Deficit

7:16 Investment Demand & Price Surge

11:16 Supply Constraints & Mining Challenges

13:22 Industrial Demand (Solar, AI, Electrification)

21:08 Global Demand: China & India

26:57 Market Outlook & Price Direction

31:00 Bottlenecks in Refining & Supply Chain

34:32 Reports, Research & Closing

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9

Mario Innecco and Taylor Kenney believe the drop in both silver and gold is a temporary phenomenon, and one that is largely manufactured through market manipulation and a scramble for liquidity as the war in Iran rages. Mario sees silver back at triple digits before the year is through, and both of them urge stackers to not lose sight of the ultra bullish fundamentals that still underpin precious metals markets.

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Taylor Made Economics: https://www.youtube.com/@itmtrading

Follow Taylor Kenney on X: https://x.com/taylorkenneyitm

Maneco64 Channel: https://www.youtube.com/@maneco64

Follow Mario Innecco on X: https://x.com/maneco1964

Copyright © 2025 Cambridge House International Inc. All rights reserved.

00:00 Introduction

00:48 War Raging, Metals Falling

05:58 Back to Triple Digit Silver?

09:16 End of the Petrodollar?

14:27 Government Insider Trading

19:32 Massive Wealth Transfer

26:14 Are People Waking Up?

29:06 Alan Greenspan and Gold

33:21 Hold on to Your Gold and Silver

Today on the show, Rick Rule breaks down the real implications of escalating geopolitical conflict in the Middle East and what it means for energy markets, uranium, and global supply chains. He explains why short-term volatility in oil, gold, and copper may be misleading, and where long-term opportunity is quietly building.

Today on the show, Gareth Soloway joins Darrell to break down the extreme volatility hitting gold, silver, oil, and equities, and explains why this is just the beginning of a more chaotic market cycle. He outlines how rising oil prices, inflation pressures, and weakening economic data are shaping market behavior, and why technical signals point to further downside in metals before the next major bull leg.

Connect with Gareth:

https://x.com/GarethSoloway

https://verifiedinvesting.com/

Brought to you by US Gold Corp (NASDAQ: USAU)

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Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9

Sign up for Jay’s newsletter at https://2ly.link/211gx

00:00 – Introduction & market volatility context

01:00 – Gold & silver crash: what’s driving it

02:10 – Bond market pressure & “TACO trade” explained

03:30 – Inflation, Fed policy & political incentives

04:10 – Technical breakdown of stock market trends

05:40 – Why a market bounce may be temporary

06:20 – Oil outlook: short-term drop vs long-term rise

08:30 – Trading oil stocks & bearish setups

09:40 – Midstream energy & dividend plays

11:00 – Fertilizers & supply chain implications

12:40 – U.S. dollar outlook & key levels to watch

15:00 – Using the dollar as a trading vehicle

16:20 – Why gold could drop to $3,500

17:40 – Market psychology & weak hands in gold

19:30 – Catalysts for further downside in metals

21:00 – Central bank buying vs short-term selling

23:00 – Gold miners: short-term trading opportunity

27:30 – Silver breakdown & downside targets

28:30 – Where capital is flowing (Bitcoin, tech, dollar)

31:20 – “Chasing hot trades” vs buying hated assets

33:00 – Beaten-down stocks with long-term potential

35:30 – Consumer staples in a recession scenario

36:45 – Defense stocks & military spending trends

38:10 – Copper & critical minerals outlook

40:40 – Cash positioning & staying flexible

41:30 – Dow 50K: major resistance & long-term outlook

43:20 – Bearish case for U.S. equities

44:30 – Finding opportunity in a declining market

Copyright © 2025 Cambridge House International Inc. All rights reserved.

Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9

Alasdair Macleod and Michael Oliver see the recent drawdown in gold and silver prices as a temporary phenomenon, and as the war in Iran continues unabated, they both expect the conflict to accelerate the demise of the dollar and the fiat currency system, a development that will be rocket fuel for precious metals prices ahead.

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Copyright © 2025 Cambridge House International Inc. All rights reserved.

00:00 Introduction

00:31 Iran War and Precious Metals

10:57 The Dollar is Dying

20:15 War Accelerating Fiat Collapse

28:02 COMEX and Price Suppression

36:21 The Fed is in Trouble

40:19 Biggest Credit Bubble in History

Gary Wagner of TheGoldForecast.com breaks down the surprising strength of the U.S. dollar amid geopolitical conflict and explains why liquidity, not fear is currently driving capital flows. He walks through gold’s historic rally and sharp correction, outlining key technical levels, moving averages, and what they signal for the broader bull market. The conversation expands into silver’s extreme volatility, institutional trading behavior, and whether recent price action reflects manipulation or natural market dynamics.