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Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://2ly.link/26yH9
Mike Alkin and Justin Huhn crunch the numbers on uranium and the related mining equities and their conclusion is that higher prices are inevitable, as supply deficits have not yet been prices into the market as demand continues to ramp up. The duo discuss recent price action in the sector, who will be the next big producer, how fuel buyers operate and what it means for uranium prices, and much more.
Sign up for VRIC Host Jay Martin's newsletter at https://2ly.link/211gx
Uranium Insider: https://www.uraniuminsider.com
Sachem Cove: https://www.sachemcove.com
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://2ly.link/26yH9
Lynette Zang joins Jay Martin to break down the long-term implications of the recent U.S. credit rating downgrade and what it signals about the state of the global financial system. From the collapse of confidence in government bonds to the unwinding of the yen carry trade, Lynette connects the dots between sovereign debt, inflation, monetary policy, and the accelerating need for physical gold and silver. This is an urgent and eye-opening conversation for anyone trying to preserve their wealth in an increasingly volatile world.
Consumer purchasing power chart: https://fred.stlouisfed.org/series/CUUR0000SA0R
https://www.lynettezang.com/
Follow Lynette on X: https://x.com/TheLynetteZang
Sign up for Jay’s newsletter at https://2ly.link/211gx
0:00 - Why the Downgrade Matters: Impact on Funds and Bond Markets
4:36 - Structural Decline in Debt Markets
8:04 - The Yen Carry Trade
12:26 - Central Bank Gold Buying & Public Awareness
18:59 - Hyperinflation Risk: Understated or Inevitable?
30:24 - Signs of a Global Dollar Run & Debt Market Shifts
34:11 - Cash Restrictions in Spain & Legal Ownership Illusion
40:01 - Doom Loop Between Bond Markets and Central Banks
46:29 - Volatility in the Treasury Market
50:54 - Crisis Preparation: Zang Enterprise's 7 Pillars
59:12 - Fundamental vs Intrinsic Value: Planning for True Diversification
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://2ly.link/26yH9
Willem Middelkoop and Christopher Aaron are seeing a clear shift in the gold market, as central banks, sovereign wealth funds and retail buyers in the East are increasingly looking to divest themselves of the U.S. dollar and instead secure an asset free of counterparty risk in an increasingly divided world. The duo discuss the factors driving gold, provide their outlook on gold mining stocks, and explain why silver is next in line to outperform.
Sign up for VRIC Host Jay Martin’s newsletter at https://2ly.link/211gx
Commodity Discovery Fund: https://en.cdfund.com
Willem on X: https://x.com/wmiddelkoop
Willem on Patreon: https://www.patreon.com/user?u=84858815
iGold Advisor: https://igoldadvisor.com
Chirstopher Aaron on X: https://x.com/iGlobalGold
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://2ly.link/26yH9
Lynette Zang and Rafi Farber reveal the signs they're seeing that the end game of our debt-based system is coming to a dramatic close, as the US government starts to lose control of the long term Treasury market and Trump's tariff salvo shows no signs of slowing down. The duo also provide their outlook on silver, the trend of increasing capital controls worldwide, and much more.
Sign up for Jay Martin's newsletter at https://2ly.link/211gx
Zang Enterprises: https://www.lynettezang.com
Lynette's Youtube Channel: https://www.youtube.com/@TheLynetteZang
The End Game Investor: https://endgameinvestor.substack.com
Rafi's Youtube Channel: https://www.youtube.com/@endgameinvestor
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://2ly.link/211gp
Follow Ed on X: https://x.com/DowdEdward
Phinance Technologies: https://phinancetechnologies.com/
Sign up for Jay’s newsletter at https://2ly.link/211gx
0:00 – Has the U.S. strengthened or weakened its global standing?
6:48 – Could a weaker dollar actually help the U.S. economy?
9:08 – What do we know about long-term dollar cycles?
11:06 – How effective is the DOGE initiative on tackling the deficit?
14:02 – Could AI-driven audits still uncover meaningful savings?
18:04 – Has trust in institutions permanently eroded?
27:05 – Will Trump need to shift the market narrative before midterms?
31:52 – Is Trump’s negotiating style fragmenting global trade relationships?
37:06 – How do you view the Belt and Road Initiative’s success or failure?
44:06 – Are there emerging economies you’re bullish on?
46:13 – What’s your take on Chinese influence and surveillance in Africa?
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://2ly.link/26yH9
Chris Vermeulen and Jesse Felder aren't subscribing to the buy-the-dip mentality when it comes to markets today, as they both present economic data that paints a compelling picture of a scenario where a recession is already here, it just hasn't been recognized by most investors. The duo discuss the current state of the broad market, why gold and energy could provide a shelter from the storm, debate the question of a potential commodities supercycle up ahead, and much more.
Sign up for Jay’s newsletter at https://2ly.link/211gx
The Felder Report: https://thefelderreport.com
The Technical Traders: https://thetechnicaltraders.com
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://2ly.link/26yH9
Leigh Goehring and Adam Rozencwajg see a monetary reset involving gold underway, and they believe it will drive a supercycle in commodities beyond what most investors can imagine. The duo provide their detailed breakdown of gold, silver, uranium, and energy markets, along with other commodities they believe are presenting an incredible opportunity for contrarians to profit up ahead.
Sign up for Jay’s newsletter at https://2ly.link/211gx
Goehring & Rozencwajg: https://www.gorozen.com
Follow Goehring & Rozencwajg on X: https://x.com/Go_Rozen
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://2ly.link/211gp
In this wide-ranging interview, Danielle DiMartino Booth warns that the U.S. economy may have already passed the point of no return. From a collapsing consumption base to rising geopolitical tensions and an increasingly fragile treasury market, she lays out the risks that few are willing to confront. Danielle explains why the revival of American manufacturing is largely a myth, how small businesses are being crushed by tariff policies, and what it means when even China starts hedging its exposure to U.S. debt.
Follow Danielle on X: https://x.com/DiMartinoBooth
QI Research: https://quillintelligence.com/
Sign up for Jay’s newsletter at https://2ly.link/211gx
0:00 – Is Trump’s Economic Plan Hurting Small Businesses?
3:16 – Why the Administration Didn’t See the Backlash Coming
8:37 – The Revival of U.S. Manufacturing
11:17 – How the U.S. Lost Its Strategic Focus
14:31 – Why Other Countries Are Turning Away from America
18:01 – What the Treasury Market Tells Us About Global Confidence
23:27 – The Elephant in the Room: U.S. Consumption Collapse
29:02 – Is a Deep Recession Inevitable?
33:18 – What If the U.S. Can Only Issue Short-Term Debt?
36:26 – Why the U.S. Is in a More Fragile State Than Past Empires
Copyright © 2025 Cambridge House International Inc. All rights reserved.
Don Durrett and John Feneck see an incredibly positive setup for gold and point out that although it's sounding the alarm for a potential recession, for those who position themselves in the right mining stocks, it can create a generational wealth opportunity. The duo dive into both the gold and silver mining stocks they think stand the most to benefit from an uber-bullish environment for precious metals markets that will leave most investors chasing gains the contrarians have already locked in.
For more content from VRIC host Jay Martin, please visit The Commodity University at https://2ly.link/211gp
Sign up for Jay’s newsletter at https://2ly.link/211gx
Gold Stock Data: https://goldstockdata.com
Follow Don Durrett on X: https://x.com/DonDurrett
Feneck Consulting: https://www.feneckconsulting.com
Follow Feneck Consulting on X: https://x.com/FeneckConsult
Copyright © 2025 Cambridge House International Inc. All rights reserved.
In this episode, technical trader Gareth Soloway returns to break down the major forces shaping markets in 2025. From gold's explosive rally and looming correction, to the geopolitical impact of U.S. tariffs, Gareth offers a data-driven perspective on where smart money is moving. We discuss the weakening equity markets, Bitcoin’s surprising stability, and how to position defensively in a volatile global environment.
For more content from VRIC host Jay Martin, please visit The Commodity University at https://2ly.link/211gp
Sign up for Jay’s newsletter at https://2ly.link/211gx
0:00 – Gold, Treasuries, and the Flight to Safety
5:50 – Trump, Tariffs, and Market Volatility
10:23 – Are We Heading Toward a Deep Recession?
12:02 – Why the Charts Point to a Market Breakdown
20:34 – Bitcoin’s Role in a Shifting Global Economy
24:55 – Building a Defensive Portfolio in Turbulent Times
28:13 – Where Smart Money Is Moving Globally
29:22 – Gold Equities: Still Underperforming or Ready to Run?
34:04 – Are We Entering a Lost Decade for Equities?
38:01 – Navigating What Comes Next
Copyright © 2025 Cambridge House International Inc. All rights reserved.
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