Gold At 4500 Why Top Miners Could Crash 50 Percent ~ Mining Stock Monkey
Release Date: 04/08/2026
In it to Win it
Jordan Rusche, founder of Mining Stock Monkey, joined me on the show, In It To Win It, to break down whatβs really happening in the commodity markets and where the biggest asymmetric opportunities might be right now. π π π© π© - Discount Code βGOLDENEGGβ π© π© π Recording Date 4-07-2026. We discussed his disciplined approach to investing, how he evaluates mining companies, and why understanding risk is more important than chasing returns. I also asked him about preparing for black swan events, and he explained why having...
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In this weekβs 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. π© π© π Recorded on 3-20-2026. I explained why I expect further downside toward the 6,000β6,100 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 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. π π© π 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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In this weekβs Monday Market Moves, I review the biggest developments across global markets and explain the key signals Iβm watching as we head into the next trading week. π© π© π 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 of GoldStockData.com joins the discussion to break down the macro forces driving the precious metals market. π π© π 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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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. π π© π 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 βbuy the rumor, sell the newsβ dynamic. Day also discusses the current positioning of energy markets, explaining why oil stocks had already rallied prior to recent...
info_outlineJordan Rusche, founder of Mining Stock Monkey, joined me on the show, In It To Win It, to break down whatβs really happening in the commodity markets and where the biggest asymmetric opportunities might be right now.
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Recording Date 4-07-2026. We discussed his disciplined approach to investing, how he evaluates mining companies, and why understanding risk is more important than chasing returns. I also asked him about preparing for black swan events, and he explained why having conviction in your holdings and keeping cash on hand can make all the difference when markets turn volatile.
We then dove into gold stocks, royalty companies, and some of the most talked-about names in the mining space, with Jordan sharing why valuation risk is increasing despite strong commodity prices. He explained why he prefers royalty companies for better downside protection, how he views opportunities like Royal Gold, and what risks investors may be underestimating in large mining projects. Toward the end, we explored macro developments including oil shocks and geopolitical tensions, and Jordan shared his perspective on how these could impact markets. He also surprised me with his take on certain big tech companies now starting to look like long-term value plays.
Key Insights in this episode
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Investors should only hold assets they are confident keeping during market crashes
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Holding 20 percent cash allows aggressive buying during major drawdowns
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Gold miners carry significant downside risk when gold prices correct
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Royalty companies offer better risk-adjusted exposure than traditional miners
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Oil markets may be severely underpricing supply shocks and geopolitical risk
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Large tech companies are starting to resemble long-term value investments
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Chapters
00:00 Mining Stock Monkey Joins The Show
01:52 Black Swan Strategy And Long Term Holds
03:57 Ideal Cash Position In This Market
05:34 Newmont Vs Agnico Eagle
08:59 Ero Copper And Xavantina
11:08 Royal Gold Valuation On Trailing Numbers
13:11 Royal Gold Debt Risk And Peer Comparison
18:30 Hod Maden Sale Scenario And Bear Case
23:39 Royal Gold Stink Bid Price
28:02 Origin Altius And Lithium Royalty Value
31:11 Lundin Gold, Lundin Mining, And Lundin Royalties
35:49 Non Mining Sectors And Tech Opportunities
42:19 Iran Oil Strait Of Hormuz
47:51 Mining Stock Monkey Offer
51:17 Premium Interview Teaser
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