Gold Still Leads Commodities in Risk-Reward, Says Adrian Day
Release Date: 03/11/2026
Oil Surges, Gold & Silver Drop – Market Warning? ~ Monday Market Moves
In it to Win it
In this week’s Monday Market Moves, I review the biggest developments across global markets and explain the key signals I’m watching as we head into the next trading week. 📩 📩 👉 Recorded on 3-13-2026. I begin with the S&P 500, which moved lower during the week and is starting to show signs of technical weakness as volatility rises and the U.S. dollar strengthens. With bond yields climbing and investors becoming more cautious, I discuss why the short-term outlook for equities may remain pressured and where the next potential support zones could emerge if selling...
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Don Durrett: Gold’s Final Battle vs the S&P 500 Is Starting Now
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Don Durrett of GoldStockData.com joins the discussion to break down the macro forces driving the precious metals market. 👉 📩 👉 Recording Date 3-11-2026. Drawing on decades of research into gold and silver miners, Durrett explains why structural debt growth, global liquidity policy, and limits on Federal Reserve intervention could push investors toward precious metals during the next phase of the economic cycle. Durrett traces the macro story from post-World War II U.S. economic dominance through the abandonment of the gold standard and the rise of globalism, deficits,...
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Gold Still Leads Commodities in Risk-Reward, Says Adrian Day
In it to Win it
Adrian Day, founder of Adrian Day Asset Management, joins the discussion to share his outlook on global markets, commodities, and the macro forces shaping resource investing. 👉 📩 👉 Recording Date 3-10-2026. The conversation covers geopolitical tensions in the Middle East, how markets typically react to conflict, and why commodities such as gold and oil often move ahead of major geopolitical events through a “buy the rumor, sell the news” dynamic. Day also discusses the current positioning of energy markets, explaining why oil stocks had already rallied prior to recent...
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Why Joe Mazumdar Thinks Copper Could Explode
In it to Win it
Joe Mazumdar of Exploration Insights joins the discussion to explain how his research process identifies high-quality opportunities in the junior mining sector. 👉 📩 👉 Recording Date 3-9-2026. With a background in exploration geology, mining finance, and corporate development, Mazumdar focuses on combining technical analysis with on-the-ground due diligence to evaluate whether exploration projects and development companies have the potential to succeed. Mazumdar describes how his work involves reviewing companies, meeting management teams, and conducting site visits to...
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Oil’s 35% Explosion: 6 Markets to Watch Next ~ Monday Market Moves
In it to Win it
In this week’s Monday Market Moves, I walk through what happened across the markets and what I’m watching for next week as volatility rises. 📩 📩 👉 Recorded on 3-6-2026. I start with the S&P 500, which fell about 2% and is now showing a topping pattern after breaking a key trend line. With the VIX up sharply and the dollar strengthening as capital moves toward perceived safety, I explain why I’m leaning bearish on equities in the short term and where the next major support levels could appear if selling accelerates. From there I break down the key commodity markets....
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Why Magna Mining’s Copper & Nickel Assets Are Exploding
In it to Win it
Magna Mining CEO Jason Jessup joins the discussion to explain how the company is advancing and consolidating high-grade copper and nickel assets in Ontario’s prolific Sudbury Basin. 👉 📩 👉 Recording Date 3-5-2026. With a growing production base and a portfolio of past-producing mines, Magna is building a scalable strategy focused on low-capital restarts and strategic acquisitions. Jessup outlines Magna Mining’s current position with roughly a C$700M market cap, about C$63M in cash, and a $24M convertible note financing. The company’s producing McCreedy West mine is...
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BHP Is Spending $35M Exploring Mundoro’s Copper Targets
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Teo Dechev, CEO of Mundoro Capital, outlines the company’s copper-focused prospect generator model and how it partners with major mining companies to fund exploration while minimizing shareholder dilution. 👉 📩 👉 Recording Date 3-4-2026. Mundoro acquires prospective copper porphyry land packages, develops early geological targets, and then brings in large partners to finance expensive drilling programs. With roughly C$50M market capitalization, about C$4.2M in cash, and no debt, the company focuses on generating value through option payments, milestone payments, and...
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Silver SHOCKER: 13% Surge… $100 Incoming?! ~ Monday Market Moves
In it to Win it
In this week’s Monday Market Moves, I break down a critical shift across equities, currencies, bonds, and commodities as technical levels tighten. 📩 Website: 📩 Substack: 👉 Technical Analysis Video Series: Recorded on 2-27-2026. With the S&P 500 flashing early bear signals and capital rotating into hard assets, I outline how I’m positioning across precious metals, energy, base metals, and crypto.I cover the S&P 500’s developing bearish crossover and resistance near 7,000, dollar weakness within a long-term breakdown, and falling Treasury yields as capital...
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From “Steady Eddie” to 10-Baggers: Tom’s Best Ideas in One Episode
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Tom Hartel is, a seasoned individual investor with decades of experience navigating bull and bear markets and a proven track record of identifying asymmetric, underfollowed opportunities before they make explosive moves. 📩 📩 👉 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...
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Rick Rule Reveals the 250 Billion Dollar Copper Gap
In it to Win it
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. 👉 📩 📩 👉 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...
info_outlineAdrian Day, founder of Adrian Day Asset Management, joins the discussion to share his outlook on global markets, commodities, and the macro forces shaping resource investing.
👉 Adrian Day
đź“© Substack
👉 Technical Analysis Video Series
Recording Date 3-10-2026. The conversation covers geopolitical tensions in the Middle East, how markets typically react to conflict, and why commodities such as gold and oil often move ahead of major geopolitical events through a “buy the rumor, sell the news” dynamic. Day also discusses the current positioning of energy markets, explaining why oil stocks had already rallied prior to recent conflict risks and how supply disruptions, shipping routes, and global liquidity needs can influence commodity prices.
Adrian also explores the outlook for major commodities including gold, silver, copper, uranium, and agricultural markets. Day explains why he believes gold offers the strongest risk-reward profile due to central bank buying and limited retail participation, while copper remains attractive because of long-term supply shortages tied to electrification and infrastructure demand. Additional topics include mining costs driven by energy prices, the impact of commodity currencies such as the Canadian and Australian dollar, farmland and agriculture investments, and the broader outlook for commodity markets heading into 2026.
Key Insights in this episode
âś… Geopolitical events often push gold and oil prices higher before the actual conflict occurs.
✅ Gold’s recent moves are driven more by the U.S. dollar and liquidity than by war itself.
âś… Oil stocks had already risen before tensions because companies were buying back shares and paying strong dividends.
âś… Diesel and energy prices are the biggest cost factors for mining companies.
âś… Gold remains attractive due to strong central bank demand and limited retail participation.
âś… Copper is bullish long term because global supply may not meet future demand.
âś… Uranium is still a long-term opportunity but may need pullbacks before new entries.
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Chapters
00:40 Adrian Day is Back on the show!
01:23 Global Markets and Geopolitical Outlook
04:49 Gold Reaction: Buy the Rumor, Sell the News
07:41 Gold Liquidity and Oil Stock Moves
10:35 Oil Stock Strategy and Covered Calls
11:57 Oil ETF (XLE) and Market Positioning
15:23 Outlook for Agricultural Commodities
19:15 Energy Costs and Mining Profitability
23:13 Commodity Currencies and Mining Costs
23:59 B2Gold Company Outlook
26:39 Top Commodity Picks for 2026
30:07 Gold Price Floor Analysis
31:10 Silver Outlook and Demand Drivers
32:04 China Demand and Precious Metals Flows
33:09 Copper Price Floor Outlook
34:00 Uranium Long-Term Investment Case
34:23 Closing Remarks & Where to Follow Adrian Day
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.
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