Mining Stock Monkey Breaks Down Royal Gold and Top Royalties
Release Date: 01/30/2026
David Skarica Warns S&P 500 Could Crash 20% From Here
In it to Win it
David Skarica, a veteran contrarian investor and author known for his macro market insights, returns to break down the current state of global markets amid rising geopolitical tensions and shifting monetary expectations. 👉 👉 📩 👉 Recording Date 3-24-2026. In this episode, David explains how recent moves in gold, silver, and oil reflect deeper structural changes rather than short-term noise. Drawing from decades of experience studying market cycles and investor psychology, Skarica highlights why he moved heavily into cash and defensive positioning. He also shares how...
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Gold Down 9.6% Silver Down 14.4% Market Shock ~ Monday Market Moves
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In this week’s Monday Market Moves, I walked through a broad breakdown of the markets, starting with the S&P 500, which fell 1.9% and confirmed a continued downtrend after failing at the 200-day moving average. 📩 📩 👉 Recorded on 3-20-2026. I explained why I expect further downside toward the 6,000–6,100 range as volatility remains elevated and yields move higher. I also highlighted weakness in the dollar and how macro factors like global tensions and liquidity pressures are influencing market direction. Overall, my outlook for equities in the near term remains bearish,...
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Doomberg Explains Why Oil Stays Near $95 Despite 8M Barrel Supply Shock
In it to Win it
Doomberg joins the discussion to break down the surprising stability in oil markets amid the Iran conflict and the disruption of the Strait of Hormuz, revealing why prices remain anchored near $95 WTI despite one of the most significant geopolitical shocks in decades. 👉 📩 👉 Recording Date 3-16-2026. In this interview, Doomberg explains how the global oil market is absorbing a potential multi-million barrel per day supply disruption through a combination of excess global capacity, strategic petroleum reserve releases, and rapid production responses from regions such as U.S. shale,...
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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
In it to Win it
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
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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
In it to Win it
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...
info_outlineJordan 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
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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