Rick Rule: Oil/Gas Move is Inevitable, but Copper is Next Bull Market
- Portfolio Moves: Rick Rule sold most of his physical silver after a parabolic move and redeployed into high-quality silver miners, physical gold, and oil & gas equities.
- Silver Stocks: He argues top-tier silver producers should re-rate as the market shifts from discounting $45 silver to $75–$80, offering 50–70% upside even if silver stays flat.
- Stock Selection: Recent outperformance skewed to higher-cost names (e.g., First Majestic, Santa Cruz, Endeavour Silver), while quality producers and brand names like Hecla and Coeur have lagged but still did well.
- Oil & Gas Outlook: He’s building a beta-centric portfolio tilted to majors, expecting the thesis to play out over 2–2.5 years, with key risks being global recession or geopolitical peace that restores supply.
- Copper Thesis: Structural deficits, multiple mine outages, and a $250B capex need suggest a coiled-spring setup despite muted prices for much of the year.
- Uranium Juniors: Shift from spot to term contracting enables bank financing; only a handful of juniors have meaningful resources, so cost position and ROCE discipline are crucial.
- Precious Metals Discipline: He saves in gold and is likely exiting platinum/palladium after an 80% rise, emphasizing a “buy hate, sell love” framework and preference for large caps over juniors given current valuations.
Geopolitical Expert: War Between China and the US Is Inevitable | Q&A by Matters!
- AI: Positioned as the core engine of the modern kill chain and a decisive factor in the West–China strategic contest, with accelerating autonomy in weapons systems.
- Quantum Computing: Highlighted as transformative for both AI sentience and broader technological change, with profound implications for security and society.
- Cryptocurrency: Bearish view arguing crypto is liquidity-driven, fundamentally weak, and vulnerable to quantum attacks that could break blockchain.
- US-China Tensions: Framed as a hegemonic, zero-accommodation clash determining future global order, driving defense and technology priorities.
- Defense Technology: Emphasis on AI-enabled targeting, autonomy, and modern combat skills (e.g., drone operations), underscoring investment relevance of military tech.
- Aerospace & Defense: Sector importance elevated by Ukraine lessons and anticipated Indo-Pacific conflict risks, with capability speed and adaptation as key edges.
- Market Outlook: Warns of Western complacency from prolonged money printing and high asset prices, increasing geopolitical and technological risk exposure.
- No Specific Tickers: No individual public companies were pitched; insights focused on macro themes across technology and defense.
Wheaton Precious Metals | Randy Smallwood and Jimmy Connor
Description: Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold … Transcript: Randy, thank you very much for joining us today. How are things in Vancouver? >> Fantastic, Jimmy. Fantastic. Really uh really happy to be back on the show. […]
Marc Faber on What's to Come in 2026 | Marc Faber and Jimmy Connor
Description: Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold … Transcript: Mark, thank you very much for joining us today. How are things in Thailand? >> Everything is fine, thank you. It’s cold in the north. >> I How […]
Sell U.S. Assets Buy Gold | Willem Middelkoop and Jimmy Connor
Description: Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold … Transcript: Hi, before we get on with the interview, just a quick reminder of our virtual gold conference happening this Friday, January the 23rd at 8 a.m. Eastern time. […]
Virtual Gold Conference – Agnico Centerra Hemlo Kinross Oceana Osisko
Description: Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold … Transcript: Hi, and thank you for joining us for our virtual gold conference. Well, gold was up 60% in 2025, making it the best year for gold since 1979. […]
Agnico Eagle Update | Jamie Porter and Jimmy Connor
Description: Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold … Transcript: Jamie, thank you so much for joining us today. This year has been a record- setting year for Igno from an operational, financial, and also a share performance […]
Centerra Gold Update | Paul Tomory, Ryan Snyder and Jimmy Connor
Description: Bloor Street Capital Inc. was paid a fee for producing this event. Bloor Street Capital Inc. and its affiliates may or may not hold … Transcript: Paul and Ryan, thank you very much for joining us today. I want to provide a framework on where I want to take our discussion in the next […]
Value Investing Playbook with Tobias Carlisle
Description: In this episode of the Planet MicroCap podcast, I spoke with Tobias Carlisle, a seasoned investor and co-host of Value After Hours … Transcript: Welcome to the Planet Micro Cap podcast, the number one destination for everything micro cap investing. I’m your host, Robert Craft, and each week I sit down with elite investors, […]
Silver Going Completely Parabolic…How High Will It Go?!
Description: Rebel Capitalist Live VII: Protect & Grow Your Wealth Before the Next Crisis https://rcl.georgegammon.com/live Want the cheat … Transcript: Hello fellow rebel capitalists. Hope you’re doing well. In fact, I would be willing to bet most of you are doing extremely well because [laughter] silver is going straight up, baby, to the moon. Holy […]
URGENT: Something Just Broke The Market (Everything Is Crashing)
Description: Rebel Capitalist Live VII: Protect & Grow Your Wealth Before the Next Crisis https://rcl.georgegammon.com/live Want the cheat … Transcript: Hello fellow robo capitalists. Hope you’re well. So I was just watching the screen and I noticed everything is crashing. [laughter] I mean tech is crashing, gold is crashing, Bitcoin is crashing and I thought […]
Holy Sh*t…Silver Is Crashing (Can It Drop 50% In One Day?)
Description: Rebel Capitalist Live VII: Protect & Grow Your Wealth Before the Next Crisis https://rcl.georgegammon.com/live Want the cheat … Transcript: Hello fellow rebel capitalists. Hope you are well and I hope you’re diversified. That is for sure. Today is a great example why you shouldn’t have all your eggs in one basket. Silver down. It […]
'Financial Crisis' Zone; Trader's Warning For Gold, Stocks, Bitcoin | Gareth Soloway
Description: Sign up for STLLR’s exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk … Transcript: It’s Fed day. Uh the Fed held rates steady. We’re going to reexamine why the Fed did what they did. What’s next for the Fed? What’s next for markets? Extraordinary day for the markets today right […]
Peter Schiff: Markets Repricing Now As Crisis ‘Bigger Than 2008' Unleashed
Description: Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy! Transcript: this is going to be a massive economic collapse. When people keep saying gold’s the in a bubble or silver’s a bubble, I say no, no, no. It’s the pin. You don’t understand. The bubble is in […]
What If Earnings Guidance Disappoints? How Low Could Stocks Fall? | Lance Roberts
Description: WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money’s endorsed financial … Transcript: So again, it’s not going to be what these companies report. It’s going to be about what they say about the rest of this year and if their guidance. So two things are potentially and so here’s two […]
Rick Rule: I've Rarely Seen Such Good Opportunity In Oil & Gas Stocks
Description: WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money’s endorsed financial … Transcript: Rick, on the oil side, um when you look at the past opportunities like this that you’ve pre-positioned yourself for, how excited are you right now um about the oil industry’s prospects on a on a scale of […]
The 5 Types of Wealth (TIP787)
- Holistic Wealth: Focus on the five types of wealth—time, social, mental, physical, and financial—emphasizing balance over pure monetary accumulation.
- Time Wealth: Practical tools like Buffett’s 5/25 method, the Eisenhower Matrix, and the “art of no” to prioritize high-impact activities and protect attention.
- Social Wealth: Depth, breadth, and earned status supported by the Harvard Study of Adult Development; tools include relationship mapping, Gottman’s “four horsemen,” and “helped, heard, or hugged.”
- Mental Wealth: Curiosity, ikigai, Feynman Technique, and monthly “think days” to maintain growth, clarity, and purpose.
- Physical Wealth: Movement, nutrition, and recovery with a bias toward whole foods and consistency; prioritize sustainable habits over short-term fads.
- Financial Wealth: Define “enough” (lagom), manage lifestyle creep, and build wealth via income generation, expense management, and long-term compounding.
- Opportunities & Risks: Opportunities stem from compounding, skill-building, and intentional living; risks include leverage, lifestyle creep, and neglecting non-financial wealth.
- Companies Mentioned: No specific tickers were pitched; firms like Berkshire Hathaway, John Deere, Ulta Beauty, AutoZone, Airbnb, and Nintendo were referenced anecdotally.
Tavi Costa: China, US & G7 Acting Like Emerging Markets | Gold, Silver & Energy In Long Term Bull
- Macro Outlook: The guest sees a weakening dollar, persistent inflation, and ongoing fiscal deficits driving monetary debasement, which is negative for bonds but supportive for real assets.
- Precious Metals: He remains strongly bullish on gold and silver miners, citing exceptional margins, under-ownership by institutions, and limited new supply or discoveries.
- Copper: Structural demand from AI infrastructure, data centers, EVs, and onshoring is decoupling copper from traditional cyclicality, while discoveries and new supply remain scarce.
- Energy: The oil & gas E&P space looks attractive with 9–15% free cash flow yields and upside if oil moves to $80–$100, also serving as a hedge for miners’ energy costs.
- Latin America: He is optimistic on Latin America—especially Bolivia, Argentina, Brazil, and Chile—citing improving business orientation, U.S. engagement, and prolific geology for metals.
- Institutional Rotation: Generalist funds are scrambling to gain exposure to mining equities, with potential for major reratings as earnings power outpaces share price gains.
- Hyperscaler Capex: Massive, sustained capex by hyperscalers (AI/data centers) and strong free cash flow could channel significant capital into materials, energy, utilities, and infrastructure.
- Risks & Discipline: He warns against rare earth hype and emphasizes jurisdictional diligence, quality management, and patience to navigate volatility and maximize the cycle.
The Fed Does Nothing
- Fed Policy & Independence: No rate move and heavy focus on perceived Fed independence amid political pressure, with policy uncertainty seen as a growing market driver.
- Precious Metals: Extended discussion on gold and silver as safe-haven assets, with flows driven by broad fiat weakness and expectations of elevated volatility.
- Dollar Devaluation: Potential Trump-era strategy to weaken the dollar to boost exports was explored, along with implications for inflation, yields, and the cost of U.S. government debt.
- Housing Affordability: The team highlighted policy choices that subsidize demand and restrict supply, Trump’s comments on keeping home prices high, and the generational tensions around affordability.
- Market Volatility: Expectation of increased stock market volatility, possible corrections, and bandwagon effects across equities, gold, silver, and even crypto.
- Macro Risks: Signs of strain include weak consumer confidence, commercial real estate pressures, markdowns in bad loans, and example hits like Microsoft and a BlackRock segment.
- Data Dependence Limits: The Fed’s lagging data challenge was emphasized, complicating timely policy decisions and increasing regime uncertainty risk.
Danielle DiMartino Booth: Powell Is Committing Policy Errors to Quietly Dig at the Administration
- Fed Policy: The guest criticizes Powell for politically tinged decisions, arguing cuts are warranted and unemployment risks are rising.
- Sector Trade: She outlines a paired trade to go long Utilities and short Financials, citing a restrictive Fed and mounting credit losses.
- Commercial Real Estate: Highlights capitulation with office property sales, realized losses, and increased bankruptcies, pressuring financials and supporting the short side.
- Precious Metals: Notes strong public enthusiasm for gold and silver, viewing gold as a hedge but cautioning on meme-like behavior despite potential upside.
- Consumer Stress: Warns about surging Buy Now Pay Later usage, especially for medical, dental, and utility bills, and higher credit card balances among users.
- Labor Market: Expects a higher unemployment rate ahead, referencing survey-based indicators and revisions that point to labor softness.
- Market Outlook: Suggests Dow outperformance versus Nasdaq signals a defensive rotation, reinforcing the case for utilities and caution on financials.
- No Stock Picks: No specific tickers were pitched; the focus was on sector-level positioning and macro risks.
