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In this interview, Jeff Clark of The Gold Advisor sits down with Darrell Thomas to discuss the state of the gold and silver markets, why he believes we are still early in the bull run, and where the biggest opportunities lie for investors. He also breaks down how to evaluate junior miners and gives insights into specific companies he’s watching.
Follow Jeff:
https://thegoldadvisor.com/
https://x.com/TheGoldAdvisor
Brought to you by Vizsla Copper (TSX-V: VCU | OTCQB: VCUFF)
https://linkly.link/2BWbC
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 – Are we in a gold bull market?
05:25 – Handling volatility vs. risk in junior miners
06:08 – Earnings and cash flow of major producers
07:59 – Impact of inflation and costs on miners
10:03 – Gold price outlook and seasonal trends
15:08 – Mergers and acquisitions in mining
17:17 – Silver supply and demand deficits
21:16 – Which part of the mining chain Jeff focuses on
23:29 – What to look for in a management team
25:50 – Importance of jurisdiction in exploration projects
29:31 – A couple of stock picks from Jeff
33:28 – The Gold Advisor
Copyright © 2025 Cambridge House International Inc. All rights reserved.
In this interview, Justin Huhn of Uranium Insider breaks down the latest developments in the uranium market, including South Korea’s surprising 8.8-million-pound tender, why its terms may go no-bid, and what that means for utilities worldwide. Huhn also unpacks U.S. nuclear policy shifts under Trump, the role of enrichment and new builds, the AI-driven electricity boom, and why supply constraints make uranium one of the most compelling commodities today.
Follow Justin:
https://x.com/uraniuminsider
https://www.uraniuminsider.com/
https://www.youtube.com/@UCDmY09g5tiR0ocNXvEnOddg
Brought to you by Vizsla Copper (TSX-V: VCU | OTCQB: VCUFF)
https://linkly.link/2BWbC
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 – South Korea’s 8.8M-pound uranium tender explained
08:01 – Market signals: what utilities will learn from this
12:22 – Spot market dynamics and carry trades
16:00 – Uranium equities post–Liberation Day selloff
22:07 – U.S. executive order and nuclear buildout momentum
25:22 – Why nuclear is gaining bipartisan support
27:43 – The uranium supply/demand imbalance explained
32:09 – AI and data centers fueling electricity demand
33:33 – M&A in uranium: Paladin–Fission and what’s next
Copyright © 2025 Cambridge House International Inc. All rights reserved.
Host Darrell Thomas sits down with Dave Collum, Cornell professor and outspoken market bear, to dig into the paradoxes of today’s economy. Collum warns of structural fragilities in commercial real estate, student loans, and labor markets, while calling the current rally a “raging mania” driven by FOMO. He breaks down why valuations are 200% above historical norms, why passive flows distort markets and why he remains heavily positioned in gold and sees platinum as a contrarian play.
Follow Dave on X: https://x.com/DavidBCollum
Brought to you by Vizsla Copper (TSX-V: VCU | OTCQB: VCUFF)
https://linkly.link/2BWbC
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 – The paradox of today’s economy
05:00 – Academia, frozen research funding, and postdoc crisis
10:30 – Inflation: why CPI is a lie
13:00 – Commodities outlook: copper and beyond
16:30 – Why metrics no longer mean what they used to
22:00 – Lessons from 1929, 1980s, and long recoveries
24:45 – Value stocks, miners, and overlooked bargains
30:00 – Why overvaluation always reverts: the Google lesson
34:00 – Gold vs. gold miners – where Collum places his bets
36:30 – Why platinum is his contrarian play
Copyright © 2025 Cambridge House International Inc. All rights reserved.
Alasdair Macleod joins Darrell to break down the implications of Trump’s meeting with Putin and the unraveling of Western financial dominance. From Ukraine and NATO to BRICS, tariffs, and the looming credit crisis, Macleod explains why the West’s debt-based system is collapsing, why gold and real money will emerge as the only safe havens, and why investors who rely on paper assets could be wiped out.
Follow Alasdair:
https://www.macleodfinance.com/
https://x.com/MacleodFinance
Brought to you by Vizsla Copper (TSX-V: VCU | OTCQB: VCUFF)
https://linkly.link/2BWbC
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 – Intro
00:39 – Trump–Putin meeting in Alaska and U.S. policy shift
08:13 – Deep state’s next targets: Iran and the Balkans
15:10 – Tariffs, BRICS, and Trump’s trade strategy
19:26 – Biggest credit bubble in history set to burst
24:10 – Why gold rises as currencies collapse
29:23 – Military spending burden shifting to Europe
32:05 – Deflation, inflation, or collapse? Macleod’s outlook
36:01 – Gold vs. credit: why only real money survives
40:17 – Stablecoin regulation: real motives
45:23 – Why ETFs and custodians may fail in crisis
50:13 – Physical gold vs. paper gold: who really controls it
Copyright © 2025 Cambridge House International Inc. All rights reserved.
Brought to you by Vizsla Copper (TSX-V: VCU | OTCQB: VCUFF)
https://linkly.link/2BWbC
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9
Alasdair Macleod and Andy Schectman explain why an epic bear squeeze is underway in precious metals markets, and why the trend for gold and silver is much higher in the face of metals exchanges being drained of inventory and more big buyers standing for delivery. The duo also dive into the implications of the GENIUS act for the US economy and the dollar, the question of gold revaluation, and much more.
Sign up for VRIC Host Jay Martin’s newsletter at https://2ly.link/211gx
Email Andy Schectman: [email protected]
Miles Franklin Youtube: https://www.youtube.com/@MilesFranklinMedia
MacleodFinance Substack: https://www.macleodfinance.com
Copyright © 2025 Cambridge House International Inc. All rights reserved.
00:00 Introduction
00:32 Implication of GENIUS Act
09:13 Bear Squeeze on Precious Metals
27:49 With the US Revalue Gold?
#gold #silver
Doomberg joins Darrell to connect the dots between escalating geopolitical tensions, energy scarcity, and the economic fallout from sanctions and shifting trade alliances. From Europe’s dependence on imported energy to the nuclear power debate, LNG bottlenecks, and China’s grip on critical minerals, Doomberg explains why the world is entering a period of dangerous instability — and what it means for investors, policymakers, and everyday citizens.
Veteran money manager and royalty investing expert Adrian Day joins Darrell to break down the royalty and streaming business model for gold and mining investors. From his early role in the founding days of Franco-Nevada to today’s landscape of majors and emerging players, Adrian explains why these companies offer lower risk, high-margin exposure to commodities — and how they can outperform miners in both bull and bear markets.
Check out Adrian Day: https://adrianday.com/
Brought to you by Vizsla Copper (TSX-V: VCU | OTCQB: VCUFF)
https://linkly.link/2BWbC
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 – Where we are in the gold bull market
02:21 – Why the generalist investor hasn’t entered gold yet
04:13 – S&P highs vs. gold sentiment
08:10 – Stablecoins and Treasury market implications
09:26 – Gold in retirement portfolios & bank reserves
11:35 – Why royalty & streaming is a favorite investment vehicle
15:13 – The origins of the gold royalty model
18:45 – Royalty companies as capital providers
21:12 – Financing options: debt, equity, and streams
23:02 – Risk advantages of the royalty model
25:26 – Which stages royalty companies finance
30:23 – The competitive landscape: majors vs. juniors
36:14 – Performance of royalties vs. miners in bear markets
40:12 – Adrian’s current portfolio allocation
Copyright © 2025 Cambridge House International Inc. All rights reserved.
Chief Market Strategist of Verified Investing Gareth Soloway joins Darrell to break down the latest market moves following CPI data, oil price drops, and rising equity valuations. From short-term bearish signals in gold and copper to the macro drivers behind silver and rare earth stocks, Gareth blends technical analysis with big-picture market themes. He also covers the S&P’s critical resistance levels, the impact of tariffs, and where traders should be looking for the next opportunity.
Follow Gareth:
https://x.com/GarethSoloway
https://verifiedinvesting.com/
Brought to you by Vizsla Copper (TSX-V: VCU | OTCQB: VCUFF)
https://linkly.link/2BWbC
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 – Intro
03:18 – Technical breakdown of oil chart
04:30 – Tariffs, auto prices, and market rally context
05:12 – S&P 500 resistance test & overvaluation concerns
07:03 – Market psychology at all-time highs
09:25 – Nasdaq all-time highs & correction targets
10:12 – Why bear markets are shorter post-2008
12:35 – Gold technical outlook: Short-term bearish, long-term bullish
15:16 – Macro drivers for gold’s sustained uptrend
17:16 – Gold miners (GDX) and ETF (GLD) chart analysis
19:09 – Copper chart breakdown & economic signals
21:35 – Silver technical levels & breakout potential
23:29 – Macro case for silver in a global money-printing environment
24:15 – Rare earths & MP Materials tariff-driven rally
26:57 – Lithium stock technicals & narrative trading risks
29:12 – Market mania parallels: Palantir, AMC, GameStop
32:11 – Ten-year yield implications for stocks
Copyright © 2025 Cambridge House International Inc. All rights reserved.
In this in-depth conversation, Patrick Karim of Northstar & Badcharts breaks down the psychology of investing, how capital flows shape markets, and why timing entries is crucial for outsized gains. From gold-to-S&P ratios and the role of institutional money, to copper’s failed breakout and what it signals about the global economy, Karim blends technical analysis with macro insights. He also explores how gold preserves purchasing power and why understanding the interplay between debt, commodities, and recessions is key for any serious investor.
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9
Follow Patrick:
https://x.com/badcharts1
https://northstarbadcharts.com/
Sign up for Jay’s newsletter at https://2ly.link/211gx
00:00 – Intro
03:27 – Market psychology, FOMO, and crowd behavior
05:46 – Why the best trades happen before mainstream coverage
07:21 – Institutional capital flows and their impact on trends
09:38 – Gold vs. S&P: The “Rosetta Stone” for commodities
13:18 – Silver, oil, and other commodities tracking gold outperformance
14:45 – Emotional management in trading and investing
18:20 – Gold’s resistance levels and breakout potential
21:13 – Yield curve signals and recession risk
23:58 – Currency in circulation and bubble territory in stocks
26:17 – Why M2 money supply correlations can mislead traders
31:00 – Separating gold as money vs. gold as a trade
34:11 – Gold as a “fiat illusion remover” and purchasing power protector
36:01 – Measuring homes, oil, and goods in gold and silver
39:17 – Copper’s failed breakout after tariff news
45:54 – Monthly vs. weekly chart perspectives on copper
48:05 – Gold outperformance as a tailwind for copper
50:17 – Public debt surges, recessions, and commodity booms
53:12 – Why emerging markets are struggling vs. developed markets
55:30 – Dollar strength and emerging market weakness
Copyright © 2025 Cambridge House International Inc. All rights reserved.
In this interview, Matthew Piepenburg breaks down why he believes the global financial system is showing “symptoms of desperation.” From ballooning debt and manipulated markets to the rise of stablecoins and the erosion of financial freedoms, Piepenburg connects the dots between geopolitics, monetary policy, and the future of gold and silver. Whether you’re a seasoned investor or just starting to think about wealth preservation, this conversation will challenge assumptions and highlight the critical steps you can take now to protect your financial autonomy.
Follow Matthew:
https://vongreyerz.gold
https://x.com/GoldSwitzerland
https://vongreyerz.substack.com/
https://vongreyerz.gold/why-gold
Brought to you by Vizsla Copper (TSX-V: VCU | OTCQB: VCUFF)
https://linkly.link/2BWbC
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 – Market Sentiment and “Signs of Desperation
06:23 – Debt Addiction and Policy Failures
14:01 – The Illusion of Endless Growth and Market Bubbles
22:33 – Stablecoins, CBDCs, and Centralization Risks
34:10 – Erosion of Privacy and Financial Freedom
44:22 – Gold as “Insurance for Dying Money”
50:52 – Silver’s Case and Market Dynamics
Copyright © 2025 Cambridge House International Inc. All rights reserved.
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