VRIC Media

Chris Vermeulen breaks down a market that’s moving faster than most investors can process. Geopolitical tension, oil volatility, and shifting capital flows are driving sharp reversals across equities, metals, and currencies. Chris walks through why he believes a major financial reset could be closer than most expect.

Chris' links:

https://x.com/TheTechTraders

https://thetechnicaltraders.com/

https://youtube.com/@UCenLy4V5NgxEz7pwosA9hiw

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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 – Market whipsaw: war headlines and volatility

01:04 – S&P 500 rebounds toward all-time highs

03:11 – Inside the current “risk-on” rotation

05:12 – Bullish upside targets vs looming crash risk

08:08 – AI boom and the surge in data storage demand

13:23 – Why small caps and tech are leading

15:39 – Dollar positioning and macro setup

16:59 – Gold’s blow-off top and correction risk

20:20 – Silver setup and downside scenarios

23:13 – 2008 comparison: what happens next for metals

26:00 – Bond market risks and potential breakdown

31:11 – Dollar spike scenario in a liquidity crisis

33:10 – Raising cash vs staying invested

37:27 – When to buy quality stocks again

40:33 – Silver long-term outlook and volatility

46:08 – Historical pattern: could metals go dormant?

53:13 – Miners, IPO signals, and late-cycle warnings

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Steve Hyland (Small Cap Steve) breaks down how to actually make money in mining stocks, moving past macro narratives and into practical, repeatable analysis. He explains how to evaluate companies quickly, why historic drilling data matters more than hype, and how capital flows shape valuations across the cycle. The conversation digs into risk management, developer-stage opportunities, dilution, and the reality behind junior mining speculation, plus a clear take on when to take profits and why holding cash into uncertain macro conditions may be critical.

Check out Steve's keynote from the VRIC 2026: https://youtu.be/4zkv1nmRlRU

Connect with Steve:

https://thedeepdive.ca/

https://x.com/smallcapsteve

https://www.youtube.com/@TheDeepDiveCa

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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

1:28 Building a practical mining investing framework

3:18 Lessons from cannabis bubble & market mispricing

8:07 Why mining is hard to learn

11:17 Macro vs micro: where real money is made

13:22 What to ask mining execs

17:34 Using historic data to guide exploration bets

20:10 Access to capital vs undervaluation tradeoff

25:13 The risk vs reward of developers

32:01 Management quality and capital discipline

34:24 Red flags: spending, incentives, and governance

36:08 G&A costs and hidden financial risks

37:51 Portfolio strategy: majors vs juniors

40:28 When capital flows down the risk curve

43:01 Taking profits and managing volatility

47:36 Why “always be selling” matters

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

Lyn Alden joins Darrell to break down what’s really driving inflation, why the Fed is stuck, and how the Iran conflict is accelerating deeper structural shifts in the global economy. She explains the difference between monetary inflation and supply shocks, why fiscal dominance is now unavoidable, and how energy shortages could trigger stagflation—or worse. The conversation expands into the future of the dollar system, the slow erosion of U.S. economic power, and what a multipolar world means for investors navigating commodities, gold, and risk assets.

Connect with Lyn:

https://www.lynalden.com/broken-money/

https://x.com/LynAldenContact

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0:00 Introduction & Inflation Shock

3:29 Base Money vs Broad Money Explained

6:24 Structural Inflation & Energy Shortages

8:20 Fiscal Dominance & Money Printing Outlook

11:19 War Risk, Energy Crisis & Global Slowdown

14:19 Proxy Wars & Multipolar World Shift

17:12 Petrodollar, Eurodollar & Global Liquidity

26:40 Is the Dollar System at Risk?

30:50 U.S. Power, Trade Deficits & Industrial Decline

36:07 Cycles of Crisis & Long-Term Deterioration

41:06 Market Strategy: Cash, Timing & Risk

43:02 Energy Markets & Portfolio Positioning

47:06 Gold, Bitcoin & Safe Haven Debate

50:50 Gold Miners & Commodity Equities

54:42 Bitcoin, Tokenization & Financial Infrastructure

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

Brent Johnson joins Darrell to break down the real consequences of disruption in the Strait of Hormuz and why the damage may already be locked in. He explains how supply chain shocks ripple into energy, food, and global inflation, setting up potential political instability across emerging markets and beyond.

Check out Brent's work:

https://x.com/SantiagoAuFund

https://www.youtube.com/@MilkshakesPod

https://research.santiagocapital.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

0:00 Strait of Hormuz & Immediate Market Risk

1:44 Supply Chain Shock & Delayed Impact

4:33 Energy, Inflation & Global Spillover

6:15 Food Crisis Risk & Social Unrest

10:24 Timing Mismatch: Why Damage Is Locked In

13:02 Commodities Setup & Investment Opportunity

17:02 Ceasefire, Market Rally & Skepticism

19:30 Why Holding Cash Matters Now

23:05 Fed Constraints & Downside Risk

27:01 Geopolitics: U.S., China & Energy Control

36:13 Political Fallout & Midterm Risk

40:02 U.S. Strength in a Fragmenting World

41:51 Debt, Dollar Dominance & Stablecoins

46:56 Private Credit Risks & Market Outlook

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

Jonathan Newman of the Mises Institute joins Darrell to break down the real drivers behind rising debt, persistent inflation, and repeated market crises. Drawing from Austrian economics, he argues the core issue isn’t deficits, it’s unchecked government spending, enabled by central bank money creation. The conversation moves through public choice theory, the incentives shaping political decisions, and the hidden mechanics of Federal Reserve policy. Newman explains why markets cycle through boom and bust, what “ending the Fed” would actually mean in practice, and why short-term pain may be unavoidable for long-term stability.

Check out the Mises Institute: https://mises.org/

Follow Jonathan on X: https://x.com/NewmanJ_R

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

2:29 Government Spending, Debt, and Inflation

5:20 Money Printing and the Role of the Fed

8:17 Politics, Incentives, and Special Interests

11:19 Markets, War, and Investor Uncertainty

16:01 The Fed, Independence, and Political Pressure

25:02 “End the Fed”

31:05 1929, Boom-Bust Cycles, and Economic Corrections

37:19 Post-2008 Policy and the Cycle of Intervention

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

Kai Hoffmann joins Darryl to break down the real forces driving gold, silver, and mining equities in a volatile macro environment. The conversation tracks how geopolitics, liquidity stress, and energy markets are shaping price action and what's holding up gold despite conflicting signals. Hoffmann explains the disconnect between metals and equities, where the opportunity sits today, and how professional capital is positioning through uncertainty, rate expectations, and fragile ceasefire dynamics in the Middle East.

Check out Kai's Work:

https://x.com/JrMiningGuy

https://www.soarfinancial.com/

https://www.youtube.com/soarfinancial

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 Gold, silver, copper, and the geopolitical backdrop

3:23 Liquidity pressure and gold’s safe-haven role

4:34 Why the bullish case for gold and silver remains intact

6:06 Mining equities, overreactions, and Q1 earnings setup

9:22 Strait of Hormuz risk, oil flows, and holding cash

13:27 What confirmation the market still needs

20:13 Gold prices, margins, and miner valuations

24:15 Silver outlook, volatility, and why $200 silver is not the base case

29:37 Where the best opportunities are now in mining stocks

32:37 Kai’s conference, fund, and final market outlook

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

Jeff Phillips breaks down how experienced capital allocators actually navigate the junior mining space and where the real upside lives. He explains why this cycle looks different, driven by geopolitics and supply insecurity, and lays out a disciplined framework built on people, share structure, and access to capital.

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

00:00 – Introduction & Jeff Phillips background

01:02 – Entry into mining finance and early successes

04:03 – How this bull market compares to past cycles

06:00 – Geopolitics, supply chains, and resource scarcity

07:42 – Navigating macro uncertainty and commodity exposure

11:06 – Noise vs signal in junior mining investing

13:03 – Price vs value in volatile markets

15:46 – Core criteria: people and share structure

19:16 – Why access to capital determines survival

21:56 – Backing proven operators vs emerging talent

27:13 – Royalty companies vs junior explorers

31:25 – Developers vs early-stage opportunities

33:44 – Top commodities: gold, copper, uranium

35:58 – Final advice: risk, cash, and staying in the game

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

Matthew Piepenburg joins Darrell Thomas to break down the financial consequences of the current Iran conflict and the deeper fragility underneath the global economy. The conversation covers why markets look increasingly vulnerable, where he sees risk building in private credit and equities, and why gold’s recent selloff may be masking a much bigger long-term move.

Check out Von Greyerz at https://vg.gold/

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 Can the U.S. afford this war?

10:05 The petrodollar, Iran, and China

17:14 Wall Street, Main Street, and market risk

25:02 Why gold is selling off during a crisis

33:40 Liquidity, cash, and long-term gold ownership

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

Dave Collum joins Darrell for a macro discussion covering fragile markets, geopolitical risk, and the structural imbalances building beneath the global economy. Collum breaks down why he believes equities are dangerously overvalued, how private credit and carry trades could unravel, and why the real risks may already be locked in. The conversation explores gold, energy, real estate, and liquidity positioning, alongside a blunt assessment of U.S. policy, global conflict, and what a potential “fourth turning” could mean for investors navigating uncertainty.

Follow Dave:

https://peakprosperity.com/dave-collums-2025-year-in-review/

https://x.com/DavidBCollum

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

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00:00 Intro

00:54 Fragile Markets, Carry Trade & Systemic Risk

03:09 Buffett’s Cash Position & Valuation Concerns

04:03 Gold, Mining Stocks & Investor Positioning

07:14 Geopolitics, Iran & Market Reactions

12:40 War, Economic Damage & Global Consequences

16:07 Fourth Turning & Institutional Breakdown

17:35 Defensive Investing & Capital Preservation

20:01 Strait of Hormuz & Global Supply Fragility

24:05 Rare Earths, Supply Chains & Manufacturing Reality

28:21 Energy Investing Strategy & Market Risk

32:17 Liquidity, Gold & Portfolio Allocation

34:04 Real Estate Bubble & Interest Rate Debate

36:29 Politics, Midterms & Economic Policy

39:06 U.S. Policy, War Spending & Global Tensions

43:39 Global Depression Risk & Market Cycles

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

Benjamin Demase breaks down why the smartest money isn’t chasing commodities directly but positioning around them. From exploiting weakness in gold royalties to structuring leveraged upside through options, he outlines a more strategic approach to precious metals investing. The conversation expands into the power of “toll booth” business models, royalties, exchanges, and infrastructure, that generate consistent returns regardless of market direction.

Connect with Benjamin:

https://x.com/TheRoyaltyKing

https://www.theroyaltyking.com/

https://www.machinacapitalis.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 Gold selloff and royalty opportunity

01:22 Leveraging gold through options and royalties

06:27 Wheaton deal and long-term optionality

09:19 Exchange business model: “the house always wins”

15:55 Risks in futures markets and CME dynamics

21:06 Oil market outlook and supply disruption risks

25:08 Produced water: the hidden cost of oil

30:16 AI data centers and the coming water demand boom

38:02 Key companies positioned for the water trade

46:00 The “toll road” investment framework explained

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