VRIC Media

Justin Huhn of Uranium Insider joins Darrell to break down the recent selloff in uranium equities, why he sees the correction as a potential buying opportunity, and how the physical uranium market remains supported by strong term pricing. He explains the difference between spot and term uranium prices, why utilities continue to contract at higher levels, and why major development projects remain critical to future supply.

Check out Justin's work:

https://www.uraniuminsider.com/

https://x.com/uraniuminsider

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00:00 Introduction

00:33 Navigating the uranium equity selloff

03:21 Investor psychology during market corrections

07:11 Why uranium stocks are tied to broader market risk

10:15 Uranium spot price versus equity weakness

12:44 Why the long-term uranium trend remains intact

16:01 Why utilities pay higher term prices than spot

19:21 Key uranium development stories to watch

23:22 Hyperscalers, project finance, and NexGen’s Rook I

25:25 Exploration companies in the uranium sector

29:04 Why uranium projects take so long to reach production

33:35 Is the uranium equity selloff overdone?

35:38 The selloff in small modular reactor stocks

40:16 Conversion exposure and Solstice Advanced Materials

43:01 Enrichment stocks and Centrus Energy

46:07 What Uranium Insider offers investors

47:35 Closing remarks

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Alasdair Macleod joins Darrell to break down why he believes inflation pressure, rising bond yields, Middle East instability, and currency debasement are setting up a major stress test for global markets. He explains why gold should be viewed as money rather than an investment, why silver’s industrial demand is tightening, and why mining stocks may face volatility before the next major move higher.

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https://www.macleodfinance.com/

https://x.com/MacleodFinance

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00:00 Introduction

00:26 Inflation, CPI, and What Comes Next

02:41 Middle East Tensions and Oil Risk

07:25 Market Fragility and Overvalued Equities

13:45 Commodities, Currency Debasement, and Demand

17:44 Debt Default, QE, and the Dollar

20:17 Who Gets Bailed Out in the Next Crisis?

21:49 Gold, Silver, and Investor Psychology

30:09 Central Banks, Turkey, Russia, and Gold Reserves

32:38 Alasdair’s Outlook on Silver

38:07 Mining Stocks, Volatility, and Value

41:24 Where to Follow Alasdair Macleod

42:15 Closing Remarks

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Bill Holter joins Darrell to discuss the pressure on gold and silver, why he believes metals are being suppressed, and how the loss of confidence in paper currencies could reshape the financial system. He explains why gold and silver should be viewed as money rather than assets priced in dollars, why rising debt makes a balanced budget nearly impossible, and how a breakdown in credit could affect daily life far beyond the markets.

Check out Bill's work: https://billholter.com/

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00:00 Introduction

00:35 Gold and silver price action

01:03 Why commodities are being suppressed

02:14 Measuring dollars against gold and silver

03:46 China’s role in the silver market

04:35 BRICS, gold, and a new currency system

06:28 Inflation and the falling value of the dollar

07:59 Why the budget cannot be balanced

09:32 How high could gold and silver go?

10:19 Volatility and loss of confidence

11:45 Why timing the metals market is difficult

12:59 Credit, chaos, and social instability

15:23 Lessons from history and preparation

17:40 War, confidence, and U.S. credit risk

18:44 Where to follow Bill Holter

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Rick Rule joins Darrell to break down gold, U.S. debt, rising bond yields, and where he sees real opportunity in the resource sector. He explains why he would rather see gold pull back than run higher, why long-duration U.S. bonds remain unattractive, and how the current gold market is setting up a wave of mergers and acquisitions. Rick also shares his views on various resource companies and the broader uranium market as energy security becomes a bigger global concern.

Rick's Links:

https://x.com/RealRickRule

https://www.ruleinvestmentmedia.com/

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

https://battlebank.com/

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00:00 Introduction

02:29 Rising bond yields and U.S. deficits

03:29 Why Rick avoids long-duration bonds

05:25 Gold miners and the coming M&A cycle

07:36 Equinox, Calibre, and Orla acquisition thoughts

09:57 Mayfair Gold and the Abitibi opportunity

12:21 Mayfair’s build-versus-sell strategy

14:01 Dakota Gold and the Homestake district

17:13 Vista Gold and Mount Todd concerns

18:42 Vizsla Silver and political risk in Mexico

25:20 Rick Rule’s uranium market outlook

28:23 NexGen, Saskatchewan, and uranium development

32:00 Denison and the ISR question

32:56 UEC and U.S.-centric uranium production

34:29 Uranium Royalty’s major acquisition

36:12 Rick Rule Symposium and Battle Bank

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Peter Grandich joins Darrell to explain why he believes today’s market setup is more dangerous than the crashes of 1987, 2000, and 2008. He breaks down why he has taken his largest short position in years, the risks he sees in the markets and why he remains positive on gold, silver, copper, and uranium. Grandich also discusses the growing retirement crisis, the pressure on Social Security, and why many Americans may be forced into a very different financial reality than the one they were promised.

Peter's Links:

https://x.com/PeterGrandich

https://petergrandich.com/about/

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00:00 Why Peter Grandich Is Aggressively Short the Market

02:13 How He Is Positioned Outside General Equities

04:45 The Risks of Shorting and How He Manages Them

09:14 What the VIX Says About Market Sentiment

10:15 Passive Investing and the One-Way Market Mentality

15:09 The Biggest Risks Facing the Market Today

16:39 U.S. Debt, Deficits, and State-Level Pressures

18:12 Political Division and Global Isolation

19:59 AI, Jobs, and the Economic Shock Ahead

23:11 Gold, Silver, Copper, and Mining Stocks

28:19 Long-Term Outlook for Monetary Metals

31:38 Fort Knox, Gold Revaluation, and Paper Market Pressure

33:29 Why Silver Could Lead Gold

34:52 The Retirement Crisis Facing America

38:30 Supporting Aging Parents and Adult Children

41:28 Shared Housing and the New Cost-of-Living Reality

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Doomberg joins Darrell to break down why markets are staying calm despite the Strait of Hormuz crisis, what China may be doing inside the global oil trade, and why the commodity supercycle thesis deserves more scrutiny. The conversation covers various commodities, and the broader risk of betting on commodity price spikes when markets may be more resilient than investors expect.

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https://newsletter.doomberg.com/

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0:00 - Intro

0:56 - Why Oil Hasn’t Spiked Despite Hormuz

4:30 - China’s Role in the Oil Market

8:22 - Trump, Xi, Rare Earths, and Geopolitics

11:41 - The UAE, OPEC, and the Future of Oil Alliances

14:31 - Saudi Arabia, the Houthis, and Red Sea Risk

16:43 - Fertilizers, Sulfur, and Food Price Concerns

18:53 - Commodities Supercycle or Hype?

21:35 - Copper Supply, Recycling, and Price Risk

25:21 - Doomberg’s Bear Case for Silver

28:46 - Gold, War, and Monetary Metals

29:58 - Uranium vs. Other Commodities

31:09 - Final Thoughts

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Harry Dent joins Darrell to explain why he believes today’s market rally is making the eventual downturn more dangerous, not less. Dent argues that years of stimulus, rising debt, inflated asset prices, and delayed recessions have created a massive financial bubble that could hit retirees especially hard when it bursts. Dent also lays out where he sees safety during a crash, why he believes U.S. Treasury bonds could outperform in a deflationary downturn, and why India may become the next major long-term growth story after the reset.

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https://harrydent.com/

https://www.youtube.com/@hsdentfinancial/featured

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0:00 - Introduction

0:26 - Are Markets Setting Up for a Bigger Crash?

3:56 - Who Gets Hit the Hardest in a Downturn?

6:29 - Why Baby Boomers Are Most Exposed

8:28 - The Case for a Fast Market Crash

10:37 - Is Harry Dent Out of the Market?

12:17 - Why Treasury Bonds Could Outperform

16:39 - India as the Next Major Growth Story

18:19 - China’s Real Estate Bubble and Demographics

22:27 - China’s Rare Earth Leverage

24:08 - Free Markets, Lobbying, and Government Intervention

26:22 - Capitalism, Democracy, and Economic Cycles

29:55 - Has Gold Entered a Bubble?

31:22 - Gold, Money Printing, and Fair Value

35:06 - Why Financial Assets Could Face a Major Reset

37:17 - The Fed Balance Sheet and the Risk of Recession

41:04 - U.S. Debt, Deficits, and Treasury Risk

43:01 - Inflation, Deflation, and Workforce Growth

45:07 - Where Investors Should Look After the Crash

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Patrick Karim joins Darrell to break down the charts across bonds, the U.S. dollar, precious metals and much more. Patrick argues that investors may be too focused on gold and silver after major moves higher, while bond yields and other markets are starting to show cleaner breakout opportunities. He explains why the U.S. dollar is not necessarily breaking down, why gold and silver may need more time to digest their gains, and how he thinks about rotating capital toward markets with fresher setups instead of chasing assets that are already stretched.

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https://x.com/badcharts1

https://northstarbadcharts.com/

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0:00 – Intro

0:32 – Bond Yields, the Dollar, and Market Narratives

2:17 – Fed Funds, Euro Rates, and the U.S. Dollar

5:48 – Why the DXY Is Not Breaking Down Yet

7:06 – The 30-Year Yield Breakout

10:08 – Yield Curve Control and Market Intervention

12:17 – TLT, Bond Weakness, and Trade Setups

16:09 – How Patrick Would Play Rising Yields

18:04 – Silver Looks Stretched After a Major Run

23:04 – Long-Term Silver Trend vs. Short-Term Trade

27:41 – Gold Enters Correction Mode

30:43 – When Patrick Would Buy Gold Again

33:16 – Are Gold Miners Still Attractive?

40:25 – Copper and Copper Miners

43:02 – S&P 500, Russell, and Equity Market Risk

45:43 – Agriculture

48:27 – Memory Stocks, and AI

51:25 – Patrick’s Website and Final Thoughts

Copyright © 2026 Cambridge House International Inc. All rights reserved.

Don Durrett joins Darrell to break down why he remains aggressively bullish on gold and silver, even as both metals pull back from recent highs. Durrett argues that short-term corrections are buying opportunities, with gold leading the precious metals cycle and silver positioned to outperform if gold continues higher. He connects the metals thesis to rising government debt, inflation, money supply growth, and what he sees as a coming financial reset. The conversation also moves into mining equities with Durrett giving his take on select companies while explaining how he evaluates them.

Check out Don's work:

https://x.com/DonDurrett

https://www.goldstockdata.com/

https://www.amazon.ca/stores/Don-Durrett/author/B003YAR5YM?ref=ap_rdr&shoppingPortalEnabled=true

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

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0:00 - Introduction

0:29 - Gold and Silver Pull Back From Recent Highs

2:08 - Silver’s 200-Day Moving Average and Downside Range

4:21 - Why Gold and Silver Remain Buy-the-Dip Assets

9:07 - China’s Silver Imports and Shrinking Exports

11:03 - Silver Price Targets if Gold Reaches $7,000–$10,000

15:02 - Government Debt and the Doom Loop Thesis

19:55 - Why Policymakers Are Managing Growth Over Inflation

22:03 - Passive Investing, Market Instability, and Recession Risk

25:11 - Money Supply, Inflation, and the Limits of Printing

30:22 - Equinox and Orla: Why the Deal Makes Sense

31:51 - Don’s Strategy for Mining Companies

36:06 - Equinox’s Production Growth and Canadian Gold Exposure

39:51 - Dakota Gold and Development-Stage Risk

42:18 - Vista Gold’s Upside and Acquisition Risk

45:30 - First Majestic and Silver Producer Valuations

49:02 - Coeur Mining and Endeavour Silver as Asymmetric Plays

50:23 - Vizsla Silver’s Development Potential

57:07 - Don Runs the Numbers on Vizsla Silver

1:00:03 - Don’s Tools, Database, Forum, and Book

Copyright © 2026 Cambridge House International Inc. All rights reserved.

JP Cortez joins Darrell to break down why rising money supply, persistent government spending, and mounting debt continue to erode purchasing power—and why he believes gold, silver, and other hard assets remain essential long-term protection. They discuss tariffs, inflation, stablecoins as a new source of demand for U.S. Treasuries, the growing global shift away from dollar dependence, America’s unfunded liabilities, and the latest sound money battles unfolding at both the state and federal level.

Check out Jp's work:

https://x.com/JpCortez27

https://www.soundmoneydefense.org/

https://www.moneymetals.com/

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

https://www.usgoldcorp.com/

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00:00 – Why M2 Money Supply Matters for Inflation

07:28 – Tariffs, Higher Prices, and Political Incentives

12:06 – Why Gold and Silver Still Make Sense

15:43 – Is Today’s Inflation Echoing the 1970s?

23:24 – Will the U.S. Inflate Away the Debt?

29:28 – Stablecoins, Treasuries, and the Global Dollar System

34:37 – The National Debt Clock and Unfunded Liabilities

38:44 – Hard Assets, Social Security, and Long-Term Wealth Protection

42:22 – Precious Metals Taxes and Sound Money Policy

46:24 – The Silver Act and U.S. Gold Market Bottlenecks

49:40 – Auditing Fort Knox and America’s Gold Reserves

53:03 – Where to Follow JP Cortez

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