Steve Barton delivers this week's Monday Market Moves with clear insights into commodity and equity trends. The S&P 500 gained 2.4% as gold hit fresh record highs and silver outperformed. Copper showed signs of opportunity with deep discounts, while uranium held firm near its new floor. Oil slipped over 5%, and the dollar and bond yields hinted at short-term reversals. Precious metals remain strong, with gold eyeing $3,700 and silver setting up for further gains. Platinum and palladium face ...
Aug 10, 2025•42 min
Doomberg joins Steve Barton for a no-nonsense breakdown of global energy markets, geopolitical risks, and the economic ripple effects of AI. He explains why energy prices are supply-driven, how stable governance attracts investment, and where market indicators reveal the truth behind political headlines. The conversation dives into the Russia–Ukraine war, U.S. political instability, and the long-term implications of global power shifts. Doomberg also offers his take on gold's enduring value, why...
Aug 07, 2025•1 hr
Rick Rule, legendary investor and founder of Rule Investment Media, joins Steve Barton from the 2025 Rule Symposium in Boca Raton for a fast-paced breakdown of top mining and resource investment opportunities. He shares his take on emerging royalty plays, gold and silver juniors, and promising uranium companies navigating shifting political winds. The discussion includes ACO Resources, GoGold, Benoit LaSalle's ventures in Africa, Scott Melby's uranium firms, Luca Mining in Mexico, and several si...
Aug 06, 2025•12 min
Rich Checkan, President of Asset Strategies International, shares key insights from the 2025 Rule Symposium in Boca Raton, outlining why gold and silver remain critical hedge assets in today's debt-driven economy. With U.S. debt projected to hit $55 trillion and inflation eroding purchasing power, Checkan stresses the urgency of protecting wealth through tangible assets. He highlights why central banks are buying gold in record amounts while Western investors remain absent from the market. Topic...
Aug 05, 2025•32 min
Mark Lefleche, CEO of Ecora Resources, delivers a strategic update at the 2025 Rule Symposium, detailing the company's shift from coal royalties to critical battery metals. With a $220M market cap and $20M in free cash flow last year, Ecora is leveraging its royalty model to capitalize on the electrification megatrend. Lefleche highlights the transformation of Ecora's revenue mix, with copper, cobalt, and uranium now contributing over 50%—a figure expected to rise to 70% by 2030. Flagship assets...
Aug 04, 2025•33 min
Steve Barton breaks down this week's Monday Market Moves with a sharp analysis of key trends in commodity investing. The S&P 500 saw a 2.4% drop amid weak payroll data, while the dollar pushed higher and 10-year treasury yields reversed sharply as investors moved into safer assets. Gold rose nearly 2% while silver fell, reflecting a divergence between metals and miners. But the standout was copper, which suffered its biggest one-day drop in 40 years. Uranium stabilized near $70, while oil bo...
Aug 03, 2025•46 min
Jason Jessop, CEO of Magna Mining, delivers a key update from the 2025 Rule Symposium, spotlighting the company's aggressive growth in Ontario's Sudbury Basin. With a $365M CAD market cap, no debt, $38M in cash, and 48 million tons of resource, Magna is ramping up copper production from its flagship McCreedy West Mine. Jessop breaks down Magna's strategic focus on high-grade footwall copper deposits, with recent drill results hitting up to 25% copper. Backed by fully permitted projects like Shak...
Aug 02, 2025•21 min
Guy Goulet, CEO of Cerro de Pasco Resources, delivers a major update from the 2025 Rule Symposium in Boca Raton. With a $250M CAD market cap, $17M in cash, and no debt, the company controls one of the world's largest above-ground mineral resources—historic tailings left behind from centuries of inefficient processing in Peru. Goulet outlines plans to reprocess these tailings using modern technology, including floating barges and slurry pumps, targeting high-grade silver, zinc, copper, and critic...
Aug 01, 2025•21 min
Javier Reyes, Executive Chairman of Luca Mining, delivers a powerful update at the 2025 Rule Symposium in Boca Raton. He outlines Luca's transformation from a debt-laden $50M company to a $400M+ market cap producer with $20M in cash and minimal low-cost debt. The company now operates two fully producing mines in Mexico: Campo Morado (polymetallic) and Tahuehueto (gold-focused). Reyes emphasizes the value of local expertise and cultural understanding in managing complex operations. With over 2.4 ...
Jul 31, 2025•34 min
Andy Schectman, CEO of Miles Franklin, shares urgent macroeconomic insights from the 2025 Rule Symposium in Boca Raton, warning of a global shift away from U.S. treasuries and toward commodities and blockchain-based financial systems. As central banks rapidly increase gold holdings, Schectman highlights how the U.S. has quietly become a net importer of gold for the first time in decades. He details the expansion of BRICS+ settlement systems and China's Shanghai Metals Exchange as key signals of ...
Jul 30, 2025•38 min
Tom Hartel, an experienced individual investor, joined the 2025 Rule Symposium to share his journey from learning stocks with his father at age 10 to decades of investing in natural resources. With over 30 years attending conferences, Hartel emphasizes the life-changing value of listening to industry experts. He highlights silver and platinum as top opportunities in today's market, citing silver's tendency to follow gold and platinum's historic undervaluation, rarity, and rising industrial deman...
Jul 29, 2025•27 min
Brad Langille, CEO of GoGold Resources, delivers key insights from the 2025 Rule Symposium in Boca Raton. With a market cap of $550M USD, $135M in cash, and zero debt, GoGold stands out as a low-risk silver producer with strong cash flow and fully funded growth plans. Langille details GoGold's expansion through the Las Ricos South project, which is shovel-ready and expected to boost production from 2M to over 16M ounces annually. He also highlights the company's innovative environmental approach...
Jul 28, 2025•30 min
Steve Barton delivers sharp insights on this week's *Monday Market Moves*, covering major trends in commodity investing. The S&P 500 reaches a new intraday high of 6,390, while the dollar weakens and treasury yields remain flat ahead of the Fed meeting. Key sectors show mixed signals: gold and silver flash bearish patterns, while copper shows signs of topping. Uranium continues to gain momentum, fueled by strong investor sentiment. Steve highlights trade setups and technical levels across to...
Jul 27, 2025•49 min
Matt Warder of Sea Wolf Research joins Steve Barton to deliver a sharp update on the coal market's evolving macro landscape. He explains how summer demand, LNG export growth, and rising U.S. power prices are shaping met and thermal coal pricing. Warder notes how Chinese steel production and potential capacity cuts are critical catalysts that could drive prices further, especially as restocking season approaches. Key companies discussed include Warrior Met Coal (HCC), Core Natural Resources (CNR)...
Jul 26, 2025•1 hr 5 min
Joe Mazumdar of Exploration Insights joins Steve Barton at the 2025 Rule Symposium in Boca Raton to share his journey from field geologist to mining finance expert. Having worked across Canada, Australia, and Argentina, Joe brings a global perspective on geology and economics that shaped his career and the direction of his publication. Mazumdar highlights geopolitical risks in mining jurisdictions such as Argentina and Guatemala, analyzing companies like Pan American Silver and why Abra Silver i...
Jul 25, 2025•21 min
Simon Ingram, CEO of Lara Exploration, delivers key insights from the 2025 Rule Symposium in Boca Raton. Lara Exploration stands out with a $90M CAD market cap, no debt, and $4M in cash. Backed by a strong technical team, the company operates under a proven prospect generator model with a record of major copper discoveries. The company's flagship asset, the 100%-owned Planalto project in Brazil, hosts a 200M ton open-pit copper resource in one of South America's most infrastructure-ready mining ...
Jul 24, 2025•20 min
Leonard Wright, a leading voice in financial planning and chair of the Personal Financial Planning Executive Committee, explains how his grandparents' pension loss after Studebaker's collapse inspired his mission to protect retirement security through 401k plans. With over 29 years in the industry, Wright outlines core strategies for optimizing traditional and Roth IRAs, using micro-Roth conversions, and leveraging inherited assets tax-efficiently. He emphasizes holistic financial planning, asso...
Jul 23, 2025•1 hr 3 min
John-Mark Staude, CEO of Riverside Resources, shares an update from the 2025 Rule Symposium, outlining the company's $11M CAD market cap, $4M in cash, and zero debt. Operating under the prospect generator model, Riverside partners with major firms like BHP to fund exploration while retaining royalties—reducing risk and preserving shareholder value. With over 40 years in mining, Staude brings experience from BHP, Rio Tinto, and Tech. He highlights Riverside's lean share structure, 10% insider own...
Jul 22, 2025•18 min
John Florek, CEO of Emperor Metals, shares a major update from the 2025 Rule Symposium, highlighting the company's growth in the prolific Southern NBE Tipi gold district. With a market cap of $29M CAD, no debt, and a maiden resource of 1.46 million ounces, Emperor is aiming for a tier-one 5-million-ounce gold deposit. Florek outlines the use of AI to rapidly model and unlock value from overlooked assets, including Duquesne West and the fully permitted Lac Plante project. With existing infrastruc...
Jul 21, 2025•20 min
Join Steve Barton in this week's Monday Market Moves as he breaks down major shifts across commodities and financial markets. The episode opens with a look at the S&P 500 and key currency trends, then moves into sharp technical takes on gold, silver, and copper. With clear guidance on profit-taking and potential setups, Steve shares how seasoned investors are positioning. Uranium's explosive 70% rally is in focus, with discussion on whether it's time to trim positions. Oil, natural gas, and ...
Jul 20, 2025•49 min
Adrian Day of Adrian Day Asset Management joins the 2025 Rule Symposium with a sharp macro analysis on gold, copper, and silver. Despite volatility, gold remains resilient, fueled by central bank buying and a weakening economic outlook. Adrian explains why traditional gold buyers may soon return, just as rate cuts and inflation concerns resurface. Turning to copper, Day outlines a major supply crunch on the horizon, driven by long lead times and accelerating demand from electrification and AI in...
Jul 19, 2025•24 min
Tavi Costa, partner at Crescat Capital, joins "In It To Win It" to deliver a sweeping macroeconomic outlook that spotlights the growing opportunities in commodities and emerging markets. Born and raised in Brazil, Tavi shares how his family's business collapse and a scholarship tennis journey to the U.S. shaped his disciplined, contrarian investment philosophy—rooted in long-term macro trends and value. Costa outlines his core thesis: the weakening U.S. dollar and suppressed interest rates are l...
Jul 18, 2025•1 hr 6 min
Tony Reda, CEO of Tectonic Metals, joins the 2025 Rule Symposium to deliver a major update that could reshape the gold exploration landscape. With zero debt, $13.5 million CAD in cash, and support from Alaska's largest for-profit native corporation, Tectonic is preparing for its most ambitious drill program to date in a region that historically produced 650,000 ounces of placer gold. Reda outlines the company's bold approach and significant progress. The team's previous gold exploration ventures...
Jul 17, 2025•17 min
Dr. Nomi Prins of Prinsight Global shares key insights from the 2025 Rule Symposium in Boca Raton. She highlights how market highs in the S&P 500 and commodities like gold are masking deeper economic stress. With negative GDP growth, rising delinquencies, and record consumer debt, Prins sees the Federal Reserve likely cutting rates in the near term. She emphasizes the strength of hard assets in this environment and urges investors to position accordingly. Prins sees continued upside in gold,...
Jul 16, 2025•18 min
Scott Melbye, Executive VP of Uranium Energy Corp and CEO of Uranium Royalty Corp, shares powerful updates from the 2025 Rule Symposium in Boca Raton. Uranium Royalty Corp (URC), the only pure-play uranium royalty and streaming company, holds 25 royalties across 22 global projects. With a $300M+ market cap, $200M in cash, and zero debt, URC is well-capitalized to support the next wave of uranium mine development, offering an attractive alternative to equity or debt for developers. Insider owners...
Jul 15, 2025•22 min
Jeff Clark, senior precious metals analyst at GoldAdvisor.com, shares vital market insights live from the 2025 Rule Symposium in Boca Raton. With gold in a confirmed bull market, Clark highlights gold, silver, copper, and uranium as top commodity plays, emphasizing that the current market rewards discovery-stage and near-term production mining companies. His outlook stresses that while gold leads, silver historically outpaces during the later stages—making it a critical asset for investors right...
Jul 14, 2025•26 min
Join Steve Barton in this week's Monday Market Moves as he breaks down new highs in the S&P 500, rising treasury yields, and strength in the U.S. dollar. Gold remains resilient above key technical levels, while silver confirms a bull flag breakout. Steve explains where smart money is rotating and highlights setups for gold equities and GDXJ with updated limit orders. Copper jumps 9% on U.S. tariff headlines, while uranium retreats to critical support zones—offering a buying opportunity for l...
Jul 13, 2025•52 min
Aya Gold & Silver CEO Benoit La Salle shares major updates from the 2025 Rule Symposium in Boca Raton, highlighting the company's strong financial position and world-class silver assets. Aya holds a $1.4B USD market cap with $140M in cash and a low-cost ESG-linked loan from the European Development Bank. With free cash flow expected to exceed $100M in 2026, Aya is gaining recognition as one of the top-tier silver producers globally. La Salle outlines the growth of the Zgounder mine—already h...
Jul 12, 2025•26 min
Peter Behncke, Senior Executive at Gold Royalty Corporation, delivers key insights from the 2025 Rule Symposium in Boca Raton, outlining the company's financial strength, key holdings, and major growth trajectory. With a $400M market cap, $3M in cash, and $27M drawn from a revolving credit facility, Gold Royalty is entering its first year of positive free cash flow. Insider ownership now sits near 20%, with rising institutional investment signaling broader market confidence. Behncke spotlights m...
Jul 11, 2025•14 min
Derrick Pattenden, Chief Investment Officer of Nations Royalty, speaks from the 2025 Rule Symposium to detail how Canada's only majority Indigenous-owned public company is transforming the mining royalty landscape. With a CA$70M market cap, CA$5.7M in cash, zero debt, and a strategy built on equity-based partnerships, Nations Royalty is uniting high-quality mining royalties held by Indigenous communities into one powerful, value-driven vehicle. Core assets include KSM (Seabridge Gold), Brucejack...
Jul 10, 2025•17 min
