VRIC Media

In this conversation, Clem Chambers joins Darrell to break down the recent volatility across precious metals, crypto, and commodities. He explains why silver’s blow-off top was driven by retail FOMO, why gold remains a geopolitical barometer tied to U.S.–China tensions, and why platinum, palladium, and copper may be structurally mispriced.

Momentum analyst Michael Oliver of Momentum Structural Analysis joins Darrell to break down the recent volatility in silver, gold, and mining equities. Oliver explains why the sharp selloff was a short-term momentum event, not a market top and outlines why he believes silver’s breakout is still in its early stages.

Today on the show, Darrell sits down with Steve “The Unemployed Value Degen” Farrington to break down where we are in the commodity supercycle and where the real opportunities may still lie. Steve walks through specific mining case studies, explains his capital-rotation strategy, and shares how he thinks about valuation, risk, and timing across metals, energy, and select non-commodity sectors.

Gerald Celente joins Darrell to deliver an unfiltered assessment of global politics, financial instability, and the accelerating breakdown of the dollar-based system. Celente explains why he believes the world is entering a decisive inflection point and why precious metals continue to signal deeper economic stress beneath the surface.

Josh Young, CIO of Bison Interests and author of Bison Insights, joins Darrell Thomas to unpack why oil may be the most misunderstood and mispriced asset in today’s market. From extreme bearish sentiment and commodity cycles to shale decline rates, uranium skepticism, Venezuela’s political risk, and where real opportunities exist across producers, services, midstream, and royalties, this conversation digs into the structural forces shaping energy markets and why higher prices may be the only cure for underinvestment.

Justin Huhn joins Darrell Thomas for a conversation on the current uranium market. From managing conviction through brutal volatility to understanding dilution, financing risk, and psychology, Justin breaks down what separates amateur behavior from professional decision-making. The discussion then zooms out to the macro forces reshaping nuclear energy, AI driven power demand, tech companies investing directly in reactors, regulatory reform, and how investors can avoid wasting this bull market.

Don Durrett joins Darrell to break down why the gold and silver bull market is still in its early stages, how investors risk misplaying cyclical mining stocks, and why free cash flow should drive valuation. Durrett also outlines the macro forces underpinning higher metals prices and explains why patience is the real edge in this cycle.

Tavi Costa joins Darrell Thomas to lay out his macro outlook for 2026, breaking down where we are in the commodities cycle and why hard assets are still in the early stages of a long-term rotation. They explore gold’s relationship to money supply and debt, silver’s structural supply issues, copper’s looming price discovery phase, and why energy equities may be one of the most mispriced opportunities today.

Peter Boockvar returns to discuss what’s really changing beneath the surface of global markets. He explains why the AI trade is fragmenting, how Fed pressure and a weaker dollar are reshaping capital flows, and why gold, oil, and emerging markets may be early beneficiaries of a broader rotation away from U.S. dominance. A wide-ranging conversation on where risk and opportunity may lie heading into 2026.

Taylor Kenney joins Darrell to break down the growing power struggle between the Trump administration and the Federal Reserve, and what it signals for inflation, interest rates, and the future of the U.S. dollar. The conversation spans central bank credibility, the weaponization of the dollar, accelerating gold and silver prices, and why physical metals are increasingly viewed as financial insurance. They also explore preparedness beyond markets, the role of mining stocks versus bullion, and what investors should be thinking about as the global monetary system shifts.