John Ciampaglia on Why Uranium & Silver Are Set to Skyrocket!
Release Date: 05/01/2025
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info_outlineToday, Steve Barton is joined by John Ciampaglia, CEO of Sprott Asset Management! In this high-impact conversation, John breaks down how global commodity markets are being reshaped by economic turmoil, geopolitical friction, and the return of investor interest in physical assets like gold, silver, uranium, and copper.
Are tariffs and trade wars masking the real risks ahead? John unpacks why growing uncertainty—not just bad news—is the biggest threat to market stability right now. He dives into how Sprott’s physical trusts give investors secure, tax-advantaged access to precious metals, stored outside the bullion banking system and structured to protect against systemic shocks.
John also takes a hard look at the opaque uranium contracting market and why long-term supply issues could trigger massive upside. He makes bold calls on which commodities are still flying under the radar — and why silver and uranium are his top “value trades” heading into 2025. Whether you're trying to hedge against inflation, diversify with real assets, or understand what’s really driving commodity prices — this interview is your blueprint.
Connect with John Ciampaglia!
Website: https://sprott.com
LinkedIn: https://www.linkedin.com/in/john-ciampaglia-cfa-fcsi-84856322/
Key Topics Covered:
✅ Why global uncertainty is the #1 risk investors can’t ignore
✅ How tariffs, trade wars & economic manipulation distort real data
✅ Why Sprott’s physical trusts offer tax-efficient exposure to metals
✅ Gold vs. Treasuries: Why gold is now the standout safe haven
✅ Silver’s undervaluation and the historic gold/silver ratio gap
✅ Uranium’s supply crunch and the hidden risks in long-term contracting
✅ How Sprott built a copper trust with real physical backing
✅ Why Chinese stockpiling is shaking up the global copper market
✅ The truth about uranium storage, cash burn, and trust sustainability
✅ Why utilities are delaying uranium contracts—and what breaks the logjam
✅ How Sprott’s trusts avoid 33% collectibles tax in the U.S.
✅ Why uranium is not just a trade—it’s a strategic energy asset
✅ Physical redemption: Yes, you can take delivery of your metals
✅ The big catalysts Ciampaglia is watching for silver and uranium in 2025
If you found value in today’s breakdown, please give this video a thumbs up, share it with friends, and don’t forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!
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Chapters:
00:00 Introduction & John Ciampaglia’s Background
03:06 Transition from Rick Rule & Sprott’s Strategic Pivot
05:01 Mentorship, Expertise & Building the Sprott Team
06:20 Macro Outlook: Tariffs, Trade Wars & Uncertainty
10:54 Tariff Impact & Misconceptions in the Market
13:31 Inside Sprott’s Physical Gold, Silver, Uranium & Copper Trusts
20:04 Key Tax Advantages of Sprott Physical Trusts
23:32 Difference Between Closed-End Funds & ETFs
26:46 Silver Trust (PSLV) Mechanics & Market Misconceptions
31:26 The Sprott Physical Copper Trust & Supply Chain Disruptions
35:44 Physical Uranium Trust (SPUT): Structure & Expansion
38:47 What Happens if SPUT Runs Out of Cash?
42:10 Uranium Contracting Market & Long-Term Supply Risks
49:47 Top Commodity Picks for 2025: Gold, Silver & Uranium
54:01 Where to Learn More from Sprott Asset Management
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.
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