In it to Win it
John Polomny of Actionable Intelligence offers a clear, data-driven outlook that challenges the prevailing recession and stagflation narratives. He explains how global central bank rate cuts, rising liquidity, and continued fiscal deficits may support economic growth, not contraction. Key indicators like PMIs and commodity breakouts are signaling a potential shift in the cycle. John outlines his highest-conviction investment themes, including Canadian oil sands, platinum group metals, uranium, and offshore drilling. He emphasizes that these sectors are positioned to benefit from long-term...
info_outlineIn it to Win it
John Polomny of Actionable Intelligence offers a clear, data-driven outlook that challenges the prevailing recession and stagflation narratives. He explains how global central bank rate cuts, rising liquidity, and continued fiscal deficits may support economic growth, not contraction. Key indicators like PMIs and commodity breakouts are signaling a potential shift in the cycle. John outlines his highest-conviction investment themes, including Canadian oil sands, platinum group metals, uranium, and offshore drilling. He emphasizes that these sectors are positioned to benefit from...
info_outlineIn it to Win it
Join Steve Barton in this week’s Monday Market Moves as he breaks down major developments across commodities and equities. The S&P 500 defies bearish expectations and hits new highs, while gold breaks below key support levels, triggering updated technicals and limit orders. Silver trades sideways, copper breaks the $5 mark, and uranium continues its sharp ascent—highlighting real-time market momentum. Steve covers oil's potential bear flag pattern, natural gas fluctuations, and Bitcoin’s recent bounce with critical resistance in view. His deep dive includes ETF trade setups,...
info_outlineIn it to Win it
Jordan Rusche of Mining Stock Monkey dives deep into the metals and mining sector, delivering sharp insights and actionable investment strategies. He discusses Eric Sprott’s investment approach, the risky financials of Highcroft Mining, and why he personally avoids overleveraged silver companies. Jordan explores the turnaround prospects for Equinox Gold, explains why the Calibre merger might be a game changer, and praises Denison Mines’ strategic uranium moves. He also weighs in on Tether’s surprise investment in precious metals and how it could shake the market. Jordan covers...
info_outlineIn it to Win it
Doomberg, a leading energy expert, analyzes the current geopolitical tensions in the Middle East and their implications for oil prices. He emphasizes that while immediate price fluctuations may arise from conflicts, the long-term sustainability of oil prices is influenced by broader economic factors, such as supply chain vulnerabilities and global production capacities. He highlights the strategic importance of the Strait of Hormuz, noting that disruptions could lead to catastrophic consequences for global oil supply, particularly for Europe. Doomberg also discusses missile defense...
info_outlineIn it to Win it
Rick Rule's SHOCKING Warning on Oil Prices & Gold! ~ Rule Classroom Plus Rick Rule, renowned resource investor and founder of Rule Classroom Plus, discusses the direct but temporary influence of Middle Eastern conflicts on oil prices, offering a critical perspective on short-term market fluctuations. Rick underscores that while geopolitical crises create immediate price spikes, the true sustainable driver for gold and silver remains currency debasement, driven by continuous fiat currency erosion rather than transient geopolitical events. He also addresses crucial investment...
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Join Steve Barton in this week’s Monday Market Moves as he breaks down major developments across commodities and equities. Uranium headlines the week with a $200 million purchase by the Sprott Physical Uranium Trust, sending prices sharply higher. Meanwhile, the S&P 500 shows technical weakness despite a bullish golden cross setup, and Steve outlines why a short-term decline may be ahead. Gold and silver faced pressure, but remain near key support. Steve provides updated limit orders and technical analysis across the metals sector, while also covering key moves in oil, natural gas, and...
info_outlineIn it to Win it
Michael Oliver, founder of Momentum Structural Analysis, returns for Part 2 to challenge the validity of the gold 8-year cycle and deliver a sharper perspective on market momentum and central bank policy. He explains why the limited history of legalized gold undermines long-term cycle theories, and instead emphasizes momentum-based signals as more reliable indicators for investors. Michael outlines the significant influence of central bank actions—particularly money printing and interest rate manipulation—on gold and silver markets. He argues that rather than falling during a market...
info_outlineIn it to Win it
Michael Oliver, founder of Momentum Structural Analysis, joins Steve Barton to expose the cracks forming in today’s financial markets. From the largest stock market bubble in U.S. history to flawed monetary policies, Oliver reveals the deeper forces driving instability. He explains how years of zero-interest rates and aggressive money printing have created a systemic problem, not just a tech bubble. Despite new highs in indexes, momentum indicators are breaking down—a red flag for seasoned investors. Oliver also dives into gold and silver, affirming the long-term bull trend and warning...
info_outlineIn it to Win it
Garrett Goggin, editor and analyst known for his deep insight into precious metals and macroeconomic trends, joins Steve Barton on In It to Win It to deliver a powerful breakdown of the financial storm brewing beneath the surface of the global economy. Garrett explains how mounting U.S. debt, now over $37 trillion, and the fading trust in the U.S. dollar as a “risk-free” asset are reshaping capital flows into gold and silver. He reveals why traditional safe havens are failing in the face of geopolitical turmoil, how inflation has become a deliberate policy tool, and why gold is quietly...
info_outlineToday, Steve Barton sits down with uranium expert Justin Huhn of Uranium Insider for one of the most incisive briefings on the global uranium market to date. In a razor-sharp dissection of nuclear energy’s future, Justin exposes the mounting disconnect between supply realities and investor expectations—and the complacency that threatens long-term energy security in the West.
Justin warns that utilities are running out of time. With only a fraction of annual demand secured in long-term contracts, and the spot market increasingly dominated by carry trades and short-term opportunism, the illusion of supply is about to be shattered. He breaks down the geopolitical fractures between East and West, where the East controls most enrichment capacity and uranium flow—while the West demands 70% of global nuclear fuel.
Yet this isn’t just a warning—it’s a roadmap. Justin explains why SMRs, despite skepticism, are already reshaping future demand, how U.S. policy shifts and Trump-era executive orders could accelerate mining approvals, and why the smart money is positioning for a breakout in uranium prices. He offers hard-hitting insights on term contracting, enrichment bottlenecks, and the strategic premium emerging for Western production.
This is the kind of clarity investors rarely get—an unfiltered, data-rich outlook from the front lines of the uranium bull market.
Connect with Justin Huhn!
Uranium Insider: https://members.uraniuminsider.com/a/41334/hfFkvWuq
Learn More: https://members.uraniuminsider.com/a/41334/hfFkvWuq
Key Topics Discussed:
✅ Why the global uranium market is facing a severe supply-demand mismatch
✅ How utilities are quietly entering the spot market amid long-term contracting paralysis
✅ The growing East-West divide in uranium production, enrichment, and conversion capacity
✅ Why Small Modular Reactors (SMRs) are already influencing uranium demand ahead of schedule
✅ The geopolitical risks reshaping the nuclear fuel cycle—Russia, China, and Kazakh dominance
✅ Why Western production may soon command a strategic premium
✅ The truth about U.S. self-sufficiency in uranium conversion, enrichment, and fabrication
✅ How carry trades and pricing ceilings are distorting long-term supply signals
✅ Why Justin Huhn believes uranium prices will break higher before year-end
✅ The risks to ASX-listed uranium equities amid Australia’s proposed unrealized gains tax
✅ Why investors should expect multiple waves in this uranium bull market—not a straight line up
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 and Justin’s macro-outlook on uranium
07:03 Spot market activity as utilities dominate
11:54 North American fuel infrastructure update
15:49 Impact of expedited mine permits
17:30 East versus West uranium supply chain
25:25 Global uranium demand and supply imbalance
28:24 Centrus Energy and HALEU capacity
29:51 Uranium spot price bottom discussion
30:58 What inning is the uranium bull market in
37:22 Will there be another summer sell off
39:32 Australian uranium stocks and tax concerns
41:45 Unrealized capital gains impact on ASX stocks
43:32 Is ASPIA a fraud
44:26 Niger update and royalty funding
46:12 When MOX fuel becomes economical
47:43 France’s motivation for fuel reprocessing
48:40 Uranium demand from SMRs versus large reactors
51:59 When term contracting reaches replacement volumes
53:33 China’s uranium projects and thorium news
56:10 SPUT activity and market outlook
01:01:39 Cameco Q1 earnings and bullish commentary
01:07:23 Closing and how to follow Justin Huhn
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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