In it to Win it

Recording Date 2-25-2026. He highlights dividend-paying plays like Woodside Energy, GCC commodity exposure, and PIMCO's MINT ETF for stability, then pivots to what he sees as a structurally undervalued energy sector. Hartel names top picks across producers and drillers, emphasizing balance sheets, free cash flow, share buybacks, and rising dividends. He argues that with oil near $70, many companies can aggressively repurchase shares while rewarding shareholders, positioning energy as a long-term core holding despite volatility.

The discussion then shifts to asymmetric opportunities, including Alphamin (AFM), a major tin producer operating the high-grade Bisie mine in the Congo, supplying roughly 6.5% of global tin. With shares up 13% year-to-date, an 8% dividend, a P/E of 11, no debt, and tin prices up 25% YTD, Hartel sees strong fundamentals supported by improving grades and Abu Dhabi Mining Company's 56% stake acquisition in June 2025. He also outlines a bold options strategy on Take-Two ahead of the Grand Theft Auto 6 release, framing it as a potential multi-bagger driven by loyal customers and massive projected sales.

Key Insights in this episode

✅ Capital Preservation First: Woodside Energy, GCC, and MINT positioned as stable income anchors ✅ Energy Conviction: Undervalued producers generating strong free cash flow at $70 oil ✅ Shareholder Returns: Dividends plus aggressive buybacks driving total return potential ✅ Driller Advantage: Phoenix and peers benefit from long-term producer relationships ✅ Turnaround Setup: KMD Brands priced for distress despite billion-dollar revenue base ✅ Tin Opportunity: Alphamin's Bisie mine supplies ~6.5% of global production ✅ Strong Fundamentals: 8% dividend, 13% YTD gain, P/E of 11, debt-free balance sheet ✅ Asymmetric Speculation: GTA 6 thesis offering leveraged upside potential

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Chapters

00:00 Tom Hartel Returns to the show! 00:37 Track Record & Big Wins 02:38 Safe Picks & Viewer Shoutouts 06:35 Energy Sector Overview 11:29 Top Drilling Stocks 16:43 Top 3 Energy Picks 18:04 KMD Turnaround Play 22:23 Alphamin Tin Thesis 24:43 GTA 6 Stock Play 28:44 Take-Two Valuation Breakdown 32:53 Options Strategy Explained 33:51 Market & Mining Outlook 37:09 Premium Teaser & Close

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

#TomHartel #Alphamin #TinStocks #EnergyStocks #OilInvesting #DividendStocks #MiningStocks #CommodityInvesting #ValueInvesting #StockMarket #GTA6 #TakeTwoInteractive #DrillingStocks #Copper #Gold #Silver #SP500 #Bitcoin #NaturalGas #Uranium #SteveBarton #InItToWinIt

Rick Rule Reveals the 250 Billion Dollar Copper Gap Feb 24, 2026

Show notes

Rick Rule returns to break down today's equity, gold, resource, and speculative markets as they remain strong despite geopolitical tensions, fiscal imbalances, and war in Ukraine. He explains why risk assets continue climbing in a risk-off backdrop and why technological advancement, particularly AI, is broadly beneficial to economic productivity when applied to constrained, high-quality datasets.

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Recording Date 2-23-2026. In this episode of In It To Win It, Rule explains how AI can screen global companies for "net-net" opportunities, turning massive datasets into focused shortlists while leaving qualitative judgment to investors. He also assesses Iran tensions and the Strait of Hormuz, noting that even threats to a route moving ~60% of global oil exports could spark short-term spikes. With a 3–4 million barrel/day surplus, he views oil as overpriced and is selectively buying energy stocks, preferring Exxon near $100 than $160.

The centerpiece is his "Opportunity" thesis on copper: current deficits, ~2% annual demand growth, $250B needed to sustain output, rising state take, and 28-year permitting delays like Resolution signal a structural shortage. He breaks down Wheaton's $4.3B silver stream with BHP and the leverage streaming models unlock. The episode ends with 2026 Rule Symposium details and premium insights on nickel after Indonesia's planned 2026 cuts.

Key Insights in this episode

✅ Markets strong despite geopolitical and fiscal risks ✅ AI works best with clean data and tight constraints ✅ AI filters data fast but can't replace judgment ✅ Hormuz threats could cause short-term oil spikes ✅ 3–4M bpd surplus suggests oil may be too high ✅ Copper demand growing ~2% annually long term ✅ $250B needed to sustain copper supply; long delays worsen shortages ✅ Wheaton–BHP deal shows streaming can fund copper growth

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Chapters

00:00 Risk-Off Strength & AI Optimism 04:39 AI Data Constraints & Smart Screening 07:32 Iran Tensions & Oil Risk 11:11 Hormuz Threat & Oil Spike Scenario 13:12 Iran Output & Oil Surplus 14:49 Structural Copper Deficit 23:42 Wheaton–BHP $4.3B Silver Deal 26:43 Streaming Arbitrage Strategy 27:45 2026 Rule Symposium Preview 31:36 Live Event vs Livestream 32:37 Classroom Invite & Closing

#RickRule #SteveBarton #InItToWinIt #BHP #WheatonPreciousMetals #ExxonMobil #FrancoNevada #RoyalGold #OsiskoGoldRoyalties #TripleFlag #copper #gold #silver #oil #naturalgas #nickel #uranium #S&P500 #AI #RuleSymposium #SteveBarton #InItToWinIt

Silver Explodes 11%, Oil Surges, Platinum Jumps! ~ Monday Market Moves Feb 22, 2026

Show notes

In this week's Monday Market Moves, I break down how markets finished the week and how I'm positioning as key technical levels tighten across equities, currencies, commodities, energy, and crypto.

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I begin with the macro setup, reviewing the S&P 500's sideways-to-topping structure near major resistance, the U.S. dollar pressing into overhead resistance within a broader downtrend, and Treasury yields holding a multi-year trendline. With equities struggling to generate momentum and capital rotating selectively, the broader environment continues to favor tactical positioning over passive exposure.

I then move into commodities and digital assets, analyzing gold as it challenges heavy resistance, silver stabilizing after extreme volatility, and copper drifting toward long-term support. I review uranium's consolidation and accumulation strategy, crude oil holding above its 200-day moving average, and natural gas testing lower support after multiple weeks of weakness. I close with coal entering seasonal retracement territory, platinum and palladium forming bearish consolidation patterns, nickel showing early cyclical strength, and Bitcoin building a maturing bull flag beneath significant resistance overhead.

Key Insights in this episode

✅ S&P 500 presses toward major resistance with a developing topping pattern ✅ U.S. dollar tests overhead resistance with downside bias building ✅ Treasury yields rebound off long-term trend support ✅ Gold approaches heavy resistance near the 5,200 level ✅ Silver attempts recovery after extreme volatility shock ✅ Copper trends lower toward long-term structural support ✅ Uranium consolidates as accumulation strategies develop ✅ Oil breaks above the 200-day moving average in bullish fashion ✅ Natural gas declines toward key support near 2.80 ✅ Coal enters seasonal pullback with staggered limit levels ✅ Platinum and palladium form bearish wedge-style patterns ✅ Nickel shows early signs of a cyclical bottom ✅ Bitcoin builds a maturing bull flag beneath major resistance

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Chapters

00:14 S&P 500 Technical Setup & Support Levels 02:00 U.S. Dollar Resistance & Yield Trendline 02:56 Gold Resistance at 5,200 & Macro Risks 08:38 Silver Volatility, Bear Flag & 92 Level 15:14 Copper Downtrend & Long-Term Buy Zone 16:44 Uranium Consolidation & Washout Strategy 20:52 Crude Oil Breakout Above 200-Day MA 22:29 Natural Gas Four-Week Decline & Support 23:17 Thermal & Met Coal Seasonal Setup 24:21 Platinum & Palladium Bearish Patterns 26:15 Bloomberg Commodity Index & Nickel 28:40 Bitcoin Mature Bull Flag & RSI Signal

#CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt

Justin Huhn on Uranium's $103 Spike Shock Feb 19, 2026

Show notes

Justin Huhn of Uranium Insider returns to break down the uranium market's evolving supply-demand imbalance and what it means for investors now.

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In this episode of In It To Win It discusses that with 165–170 million pounds of mine supply versus more than 200 million pounds of reactor demand, the structural deficit remains intact as reactor life extensions continue to de-risk consumption for decades ahead. He explains why demand visibility over a 5–6 year horizon is far clearer than supply, and why secondary factors like inventory restocking, sovereign stockpiling, and financial buying, highlighted by Sprott's recent capital raise and purchases, are adding pressure beneath the surface.

The discussion dives into major developments reshaping the sector, including Bannerman's Etango offtake agreement with CNNC, reported talks between NextGen and hyperscale data center operators over Arrow production, and what drove the recent spike to $103 followed by a pullback to the $83–$84 range. Huhn also addresses how many uranium companies are truly investable, NuScale's positioning amid regulatory shifts, tranche-based entry strategies for equities, and whether production growth from Mongolia and Uzbekistan threatens the broader thesis. If you value disciplined uranium market analysis, like, share, and subscribe for more in-depth coverage.

Key Insights in this episode

✅ Uranium demand is increasingly "de-risked" through reactor life extensions

✅ 165–170M lbs supply vs 200M+ lbs demand signals deficit

✅ Secondary demand from restocking and financial buying adds pressure

✅ Sprott purchases and trader activity drove recent price volatility

✅ $83–$84 appears to be a higher structural floor for spot uranium

✅ Bannerman's CNNC offtake tightens future available supply

✅ NextGen–hyperscaler talks could reshape long-term offtake markets

✅ Fewer than 50 uranium companies have truly investable assets

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Chapters

00:00 Uranium Market Update with Justin Huhn

00:45 Macro Supply and Demand Overview

01:21 Reactor Life Extensions and Demand Growth

04:18 Secondary Demand and Inventory Dynamics

09:56 Spot Price Volatility and Term Pricing

11:05 Sprott Buying and Trader Activity

16:06 How Many Uranium Companies Exist

17:09 NuScale SMR and NRC Approval Status

20:51 Are Uranium Stocks Good Entry Points

23:52 Mongolia and Uzbekistan Supply Impact

26:13 Premium Segment and Where to Follow

#Uranium #UraniumStocks #NuclearEnergy #UraniumMarket #JustinHuhn #UraniumInsider #NextGenEnergy #Sprott #NuclearPower #CommodityInvesting #EnergyTransition #SMR #NuScale #MiningStocks #SpotPrice #UraniumInvesting #Commodities #ResourceStocks #EnergyMarkets #SupplyDeficit #SteveBarton #InItToWinIt

Gold Breakdown? Silver Weakness & Oil Surge ~ Monday Market Moves Feb 15, 2026

Show notes

In this week's Monday Market Moves, I break down how markets wrapped up the week and how I am positioning based on the technical signals developing across major asset classes.

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I begin with the macro picture by analyzing the S&P 500, the U.S. dollar, and Treasury yields to frame the broader environment. With equities showing persistent RSI divergence and sideways-to-weak price action, while capital rotates into bonds and the dollar struggles within a long-term declining channel, the setup continues to suggest caution in equities and growing relative opportunity in select commodities.

I then shift into commodities and crypto, covering gold as it tests key Fibonacci support, silver trending within a defined down channel, and copper signaling potential economic softness. I review uranium's developing technical structure, oil holding above its 200-day moving average, and natural gas working through sharp volatility. I close with coal in seasonal consolidation, platinum and palladium near important support levels, nickel responding to tightening supply dynamics, and Bitcoin forming a short-term bullish structure with major resistance overhead.

Key Insights in this episode

✅ S&P 500 trades sideways with clear RSI divergence signaling downside risk

✅ U.S. dollar bounces short term but remains in a long-term declining channel

✅ Bond yields fall as capital rotates defensively out of equities

✅ Gold tests major Fibonacci support near the 4,400–4,600 zone

✅ Silver trends lower within a defined parallel channel

✅ Copper chops sideways with a developing topping structure

✅ Uranium forms a potential inverse head and shoulders setup

✅ Oil holds above the 200-day moving average in a bullish structure

✅ Natural gas forms a short-term double bottom after extreme volatility

✅ Coal consolidates during shoulder season with bull flag potential

✅ Platinum and palladium test critical support levels

✅ Nickel gains momentum as Indonesian supply tightens

✅ Bitcoin forms a short-term bull flag targeting 75K–80K resistance

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Chapters

00:00 Weekly Market Overview & Positioning

00:14 S&P 500 Range and RSI Divergence

02:00 U.S. Dollar Bounce and Treasury Yields

03:54 Gold Fibonacci Levels and Key Support

09:20 Silver Downtrend and Futures Arbitrage

16:17 Copper Topping Pattern and Weakness

17:03 Uranium Setup and Inverse H&S

21:54 Crude Oil Above 200-Day Average

23:32 Natural Gas Volatility and Double Bottom

24:36 Coal Shoulder Season and Bull Flag

25:51 Platinum Breakdown and Reentry Levels

27:00 Palladium Testing Major Support

27:54 Nickel Supply Shift and Breakout

29:56 Bitcoin Bull Flag and 75K Target

31:14 Final Thoughts and Premium Update

#CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt

Rick Rule: Why Uranium, Oil & Silver Stocks Are Set to Win Big Feb 11, 2026

Show notes

Rick Rule is a globally respected commodities investor, natural resource financier, and long-time advocate of disciplined contrarian investing .

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In this episode of In It To Win It he returns to break down what is really driving today's commodity markets. Rick opens the discussion by addressing the emotional whiplash investors experience during periods of extreme volatility, particularly in precious metals, and explains why price action tends to validate narratives only after the easy money has already been made.

Drawing directly from current market conditions, Rule explains why silver, gold, oil equities, platinum group metals, and uranium must be viewed through a long-term, math-driven lens rather than short-term sentiment. He outlines why underinvestment in oil and gas is setting up future supply deficits, why uranium's term market signals tightening fundamentals, and why platinum's pullback has improved its risk-reward profile. The conversation also highlights Chile, Brazil, and Argentina as the most attractive Latin American jurisdictions for resource investment and reinforces Rule's core message: investors who abandon contrarian discipline in cyclical markets inevitably become victims of volatility rather than beneficiaries of it.

Key Insights in this episode:

✅ Precious metals volatility creates opportunity for disciplined investors

✅ Silver is more attractive after pullbacks than at market highs

✅ Emotion is the enemy; math and valuation matter most

✅ Miners can outperform bullion in strong price environments

✅ Oil equities are benefiting from long-term underinvestment

✅ Uranium offers a compelling risk-reward setup

✅ Platinum looks stronger after speculative excess clears

✅ Contrarian thinking is essential in commodity cycles

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Chapters:

00:00 Rick Rule Returns

00:38 Market Volatility & Investor Psychology

06:44 Silver, Gold & Miner Re-Rating

09:56 Best Latin American Countries

12:37 Chile, Brazil & Argentina Breakdown

13:22 Oil Prices & Energy Stocks

16:33 Platinum & Palladium Outlook

17:20 PGM Miners Re-Rating Potential

18:49 Mechanized Mining & Platreef

22:24 Top Bullish Commodities

25:19 Uranium Spot vs Term Market

27:29 Rule Symposium Preview

35:07 Rule Classroom & Closing Remarks

#RickRule #Commodities #Gold #Silver #Uranium #OilStocks #Platinum #MiningStocks #Energy #ContrarianInvesting #NaturalResources #PreciousMetals #SilverSqueeze #GoldInvesting #UraniumMarket #OilAndGas #EnergyEquities #MiningInvesting #MinerStocks #ResourceStocks #HardAssets #InflationHedge #DollarDebasement #CommoditySupercycle #GlobalMacro #ValueInvesting #LongTermInvesting #MarketVolatility #InvestorPsychology #RuleSymposium #SteveBarton #InItToWinIt

The Trades I'm Preparing Before Markets Turn ~ Monday Market Moves Feb 08, 2026

Show notes

In this week's Monday Market Moves, I walk through how markets finished the week and how I am positioning for what comes next.

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I begin with the macro backdrop by focusing on the S&P 500 and the U.S. dollar to frame the environment. With equities showing signs of topping after an extended run and the dollar pressing toward long term support, the overall setup continues to favor commodities over equities if these trends continue.

I then move into commodities where precious metals and energy dominated the action. Gold posted a strong weekly gain but is now entering a phase where consolidation is likely before the next major move, while silver experienced sharp volatility as key support and resistance levels were tested. I cover copper rolling over from elevated momentum, uranium pulling back toward critical moving averages after an overheated run, and energy markets where crude oil is breaking into a more bullish regime while natural gas remains volatile. I wrap up with coal, platinum, palladium, and nickel showing constructive technical developments and finish with Bitcoin where a completed bear flag and head and shoulders pattern shifts the focus toward clearly defined downside risk.

Key Insights in this episode:

✅ S&P 500 shows a developing topping pattern ✅ U.S. dollar weakens within a long term channel ✅ Macro backdrop favors commodities over equities ✅ Gold surges then shifts to sideways or lower action ✅ Silver experiences sharp volatility and heavy resistance ✅ Copper rolls over from elevated momentum levels ✅ Uranium pulls back sharply after an overheated run ✅ Oil breaks into a new bullish regime above key averages ✅ Natural gas remains volatile while coal holds steady ✅ Platinum breaks down with palladium eyeing lower support ✅ Nickel forms a constructive bullish structure ✅ Bitcoin confirms a bear flag with downside risk increasing

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Chapters

00:00 S&P 500 outlook

01:52 Gold momentum check

05:35 Silver volatility

14:23 Copper turning lower

15:22 Uranium pullback

17:01 Oil bullish shift

18:39 Platinum breakdown

20:26 Nickel base forming

21:12 Bitcoin downside risk

24:03 Wrap up and next steps

#CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt

Gold Crashes, Silver Melts (This Is My Commodity Playbook Now) ~ Monday Market Moves Feb 01, 2026

Show notes

In this week's Monday Market Moves, I walk through how markets wrapped up the week and how I'm positioning for what comes next.

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I begin with the macro picture, looking at the S&P 500, the U.S. dollar, and Treasury yields to set the tone. With equities rolling over near long-term resistance, the dollar breaking down decisively, and yields drifting back toward key moving averages, the broader backdrop continues to tilt in favor of commodities rather than stocks if these trends persist.

I then shift into the commodity space, where precious metals delivered dramatic moves. Gold surged toward major psychological levels while silver exploded higher, with spot prices trading above futures and signaling tightness beneath the surface. I cover copper's rejection at highs and the growing risk of a pullback, uranium's ongoing strength driven by firm spot and term pricing, and the energy sector, where crude oil is digesting gains after reclaiming critical levels while natural gas appears to be transitioning into a higher-volatility pricing environment. I close out with coal, platinum, palladium, and nickel, all showing constructive technical developments, and finish with Bitcoin, where a failed bullish attempt has shifted the focus toward a developing bear structure and clearly defined downside risk.

Key Insights in this episode:

✅ S&P 500 stalls near long-term resistance ✅ U.S. dollar breaks down, signaling weakness ✅ Treasury yields show early signs of turning lower ✅ Gold pulls back sharply after an extended run ✅ Silver sees extreme volatility in a major selloff ✅ Copper flashes a topping signal at highs ✅ Uranium stays strong but favors trimming ✅ Oil breaks above the 200-day, boosting energy ✅ Natural gas remains volatile; coal holds firm ✅ Platinum and palladium break down ✅ Nickel shows a potential bullish setup ✅ Bitcoin loses support, risk tilts lower

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Chapters

00:00 S&P 500 Hits Resistance

02:28 Gold Sharp Pullback

09:03 Silver Historic Selloff

21:43 Copper Topping Signal

23:30 Uranium Breaks Higher

25:17 Oil Breaks Above 200-Day

26:39 Natural Gas Volatility

28:04 Coal Holds Firm

29:28 Platinum Breakdown

32:32 Commodity Index Warning

34:59 Bitcoin Breakdown

#CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt

Mining Stock Monkey Breaks Down Royal Gold and Top Royalties Jan 30, 2026

Show notes

Jordan Rusche is the founder of Mining Stock Monkey and a full-time mining equity investor known for deep fundamental research and disciplined valuation frameworks.

The first 125 subscribers will receive a 10% discount until midnight on January 31st - https://miningstockmonkey.com/products/vip?promo=LASTCHANCE

In this episode of In It To Win It, Rusche breaks down how he approaches precious metals, royalties, and energy investments as markets head into 2026. He explains why Royal Gold remains one of his highest-conviction holdings even after a significant run, highlighting its margin profile, diversification, and resilience under conservative gold and silver price stress tests. Rusche also discusses the dynamics of the current gold bull market, comparing recent parabolic moves to the late-1970s cycle while emphasizing that his edge comes from micro-level analysis rather than macro prediction.

The conversation expands into Rusche's broader investment philosophy, which prioritizes buying undervalued assets that are unpopular and avoiding high-cost, leveraged miners late in commodity cycles. He outlines why royalty companies tend to outperform through both bull and bear markets, how recessions can create exceptional long-term opportunities in copper, and why oil and gas may reward patient accumulation despite muted expectations for 2026. Across silver, nickel, lithium, and critical minerals, Rusche stresses realistic price assumptions, capital discipline, and the importance of downside protection as the foundation for building durable, generational wealth in volatile resource markets.

Key Insights in this episode:

✅ Royalty companies offer downside protection in volatile markets ✅ Royal Gold remains undervalued even after a major run ✅ Valuation discipline matters more than price momentum ✅ Gold and silver are in a powerful but late-stage bull move ✅ Parabolic metals prices require conservative assumptions ✅ Copper offers long-term upside but near-term recession risk ✅ Oil and gas favor patient accumulation into 2026 ✅ High-margin business models outperform in downturns ✅ Bear markets create the best royalty acquisition opportunities

The first 125 subscribers will receive a 10% discount until midnight on January 31st - https://miningstockmonkey.com/products/vip?promo=LASTCHANCE

Chapters:

00:00 Jordan Rusche Mining Stock Monkey

04:02 Royal Gold outlook 2026

06:01 Gold cycle and market view

08:13 Selling royalties strategy

14:06 Elemental Royalty update

15:01 Junior royalty risks

16:00 Copper exposure and timing

19:15 Silver and Empress Royalty

21:27 Drill results and mergers

22:35 Oil outlook 2026

24:21 Nickel investment view

25:15 Thoughts on tin

25:48 Rutile graphite and rare earths

28:50 Lithium and Altius Minerals

30:31 Fed policy and metals

31:22 Mining Stock Monkey service

32:57 Subscriber results and conviction

#Gold #Silver #Copper #Oil #NaturalGas #Nickel #Uranium #Bitcoin #S&P500 #MiningStocks #JordanRusche #SteveBarton #MiningStockMonkey #RoyalGold #FrancoNevada #AltiusMinerals #EMXRoyalty #LithiumStocks #Commodities #ResourceInvesting #SteveBarton #InItToWinIt

Gold, Silver, and the Dollar Collapse? Tony Greer Macro Explains Jan 27, 2026

Show notes

Tony Greer is a veteran Wall Street trader and the founder of TG Macro, with decades of experience spanning commodities, equities, and macro investing.

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In this episode of In It To Win It Greer explains how his career evolved from trading commodities through a full supercycle to launching his independent macro newsletter in 2016 after concluding that a Trump presidency would fundamentally alter markets. He outlines his macro-outlook heading into 2026 highlighting bearish views on the US dollar and Bitcoin while expressing strong conviction in gold silver copper uranium oil coal and platinum as leadership assets in a shifting market environment.

The conversation expands into Greer's trading philosophy which prioritizes technical analysis sentiment and pattern recognition over prediction. He details why gold and silver are in a secular bull market how long consolidations often precede multiyear advances and why volatility particularly in silver should be expected rather than feared. Greer also points to a clear regime shift away from mega cap technology toward miners and real assets and explains how relative performance confirms this transition. Throughout the discussion he emphasizes discipline clarity of purpose in every position and the importance of tracking a consistent set of macro signals including rates the dollar commodities and equities to understand what markets are communicating in real time.

Key Insights in this episode:

✅ Tony Greer sees commodities leading markets into 2026 ✅ The US dollar is a drag not a trading opportunity ✅ Gold and silver are in a long-term bull market ✅ Silver is powerful but extremely volatile ✅ Institutional money is slowly rotating into metals ✅ Miners are outperforming mega cap technology ✅ A market regime change is underway ✅ Energy and commodity stocks offer durability ✅ Price action matters more than forecasts

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