In it to Win it

John Polomny, founder of Actionable Intelligence and an experienced resource-market investor focused on commodities, energy, and macroeconomic trends, joins me to examine the forces reshaping global markets. 
👉 John's YouTube
👉 John's Substack
Recording Date 8-12-2026. In this episode, John explains why disruptions through the Strait of Hormuz extend far beyond crude oil into LNG, aluminum and fertilizer, while alternative pipelines and overland routes can only partially offset lost shipping capacity. We discuss oil-stock drawdowns, China's role in suppressing near-term pressure on energy markets, and John's broader thesis that mounting U.S. debt, persistent deficits and declining geopolitical reach point toward a major restructuring of the global economic order.
I also dig into John's hard-asset strategy as we examine the nearly 50% expansion in M2 since COVID, rising long-term Treasury yields and why he expects policymakers eventually to turn toward yield-curve control and financial repression. John then makes the case for copper despite calling the AI infrastructure boom a bubble. He believes an AI bust could trigger a recession and temporarily push copper toward $3.50–$4.00, but constrained mine supply and electrification could ultimately drive prices toward $10–$12. We finish with John's framework for taking profits, sizing mining positions and using extreme resource-stock volatility instead of fearing it.
 
Key Insights In This Episode
✅ Hormuz disruptions threaten oil, LNG, aluminum, and fertilizer.
✅ U.S. debt and deficits strengthen the hard-asset thesis.
✅ Yield curve control could return as bond yields rise.
✅ The AI data-center buildout is a major capital bubble.
✅ Copper could reach $10–$12 per pound this decade.
✅ Mining stocks require disciplined profit-taking and position sizing.
 
Affiliates /Tools for Success that I Love and find Helpful:
Technical Analysis Series 
Battle Bank
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
 
Chapters
00:00 Strait of Hormuz Oil Disruptions
02:35 Global Oil Inventories and China
06:58 The Decline of Western Hegemony
13:33 M2 Inflation and Hard Assets
18:30 Copper and the AI Data Center Bubble
23:46 Why the Copper Bull Case Survives
25:22 Taking Profits in Mining Stocks
29:16 Actionable Intelligence and John's Research
30:05 Premium Oil Gas and Market Opportunities
 
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.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton #JohnPolomny #ActionableIntelligence #Copper #CopperStocks #CopperPrice #Commodities #MiningStocks #ResourceStocks #ArtificialIntelligence #AIBubble #DataCenters #Inflation #FederalReserve #HardAssets #Oil #StraitOfHormuz #EnergyStocks #USDebt #YieldCurveControl #CommodityInvesting

Justin Huhn, founder of Uranium Insider and one of the uranium sector's most closely followed market specialists, joins me to break down the supply, demand, pricing, and investment signals shaping today's nuclear fuel market. 
👉 Uranium Insider Newsletter 
👉 Rule Symposium 2026 
Recording Date 8-12-2026. In this episode, Justin explains why the uranium market could remain roughly 20 to 25 million pounds undersupplied this year, with mine production near 175 million pounds versus roughly 204 to 205 million pounds of reactor demand. We discuss why the real story isn't today's spot market but utility contracting for deliveries three to six years into the future, where long-term prices are approaching $100 per pound and some contracts are already being completed in triple digits.
Justin and I also examine whether the summer sell-off in uranium stocks has finally bottomed and why another 5% to 10% pullback could create a buying opportunity. We discuss investor sentiment, ETF flows, uranium's connection to the AI data-center boom, and nuclear reactor life extensions. Justin breaks down Cameco's Don Lake exploration potential, Global Atomic's financing challenges at Dasa in Niger, and the outlook for X-energy. We also explore the SMR race involving GE Vernova, TerraPower, Westinghouse, Holtec, BWXT, and Rolls-Royce, while explaining why investors need to watch both spot and long-term uranium prices.
 
Key Insights In This Episode
✅ Uranium faces a 20 to 25 million pound supply deficit.
✅ Long-term uranium contracts are already reaching triple digits.
✅ Uranium stocks may have already hit their summer bottom.
✅ Another 5% to 10% pullback could create a buying opportunity.
✅ AI data centers are strengthening the long-term nuclear demand story.
✅ SMRs are emerging as a major growth catalyst for nuclear energy.
 
Affiliates /Tools for Success that I Love and find Helpful:
Technical Analysis Series 
Battle Bank
Rule Symposium 2026
Rule Classroom (Free)
Rule Classroom Plus (2 Free Months)
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
 
Chapters
00:00 Welcome Back Justin Huhn
00:22 Uranium Supply Demand Deficit
02:53 Long Term Uranium Near $100
04:23 Is the Uranium Selloff Over
06:09 Uranium Investor Sentiment
10:14 AI Data Centers and Uranium Stocks
16:06 Cameco Don Lake Exploration
18:59 Global Atomic Dasa and Niger
20:56 X Energy and Nuclear Technology
29:53 Closing Thoughts and Premium Preview
 
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.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton #JustinHuhn #Uranium #UraniumStocks #UraniumInvesting #NuclearEnergy #UraniumMarket #UraniumPrice #Cameco #GlobalAtomic #XEnergy #SMR #SmallModularReactors #NuclearPower #ArtificialIntelligence #AIDataCenters #EnergyInvesting #CommodityInvesting #URNM #UraniumInsider #EnergyCrisis

👉 Rule Symposium 2026 Replay 
📩 Free Newsletter
📈 Technical Analysis for Beginners
🌎 Travel Channel
Recording Date 8-7-2026. The S&P 500 gained 3.6% and I remain biased higher, while the U.S. dollar slipped 0.2% and is sitting near support that could produce a bounce. The VIX is hovering around 14.9 and getting closer to my 13.5 level where volatility starts becoming especially interesting to me. But the real fireworks are in gold, which jumped 7.1%, and I believe this breakout materially improves the odds that the recent bottom is already behind us.
I'm putting real conviction behind that gold thesis because I believe inflation, rising long term yields, and the possibility of eventual yield curve control could provide major fuel for precious metals, with my longer-term gold target reaching roughly $7,000 to $8,000. Silver gained 9.9% and still looks capable of breaking beyond $64 toward the $70 to $72 resistance area, while copper hit a new high before printing a bearish short-term signal that has me cautious for next week. Uranium appears to be moving beyond its summer weakness even though I expect a near term retracement, while WTI oil plunged 11.2% into support and I now see roughly a 70% probability of an upside move next week. Toward the end of the show, platinum gained 6.1%, palladium gained 7.6%, nickel slipped 1.6% but still looks constructive to me, and Bitcoin gained 2.1% with upside potential limited by resistance around $66,000 to $67,000.
 
Key Insights in this episode
✅ Gold Gold surged 7.1% and GDX jumped 21.3%. I see limited downside and a long-term path toward $7,000 to $8,000.
✅ Silver Silver gained 9.9% and SIL rallied 20%. I remain bullish with $70 to $72 as the next major resistance zone.
✅ Oil WTI plunged 11.2%, but support held near the 200-day moving average.
✅ S&P 500 The index climbed 3.6% after breaking out of its bullish pattern.
✅ Copper Copper rose 1.9% to a new high near $6.87, but the chart now suggests a short-term pullback.
✅ Uranium URNM jumped 12.3% while term prices stayed near $95.50 to $97.
 
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series 
Rule Symposium 2026
Rule Classroom (Free) 
Rule Classroom Plus (2 Free Months) 
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
 
Chapters
0:00 S&P 500 Dollar VIX and Bond Yields
02:42 Gold Breakout and My $8,000 Target
08:29 Silver Rally and the Road to $72
12:17 Copper Hits a New All Time High
14:52 Uranium Seasonality and Term Prices
17:03 Oil Crashes 11.2% and Hits Support
19:06 Natural Gas Tests Multi Year Lows
21:07 Coal Selloff and the Second Chance Setup
23:43 Platinum and Palladium Breakout Potential
26:56 Nickel Builds a Bullish Reversal Setup
28:15 Bitcoin Tests $66,000 Resistance
28:47 Final Market Thoughts
 
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.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#SteveBarton #MondayMarketMoves #SteveBarton #InItToWinIt #MondayMarketMoves #SP500 #Gold #Silver #Copper #Uranium #Oil #NaturalGas #Coal #Platinum #Palladium #Nickel #Bitcoin #CommodityInvesting #TechnicalAnalysis #MiningStocks #MagnaMining #RickRule

Rick Rule, veteran natural-resource investor, founder of Rule Investment Media, and former President and CEO of Sprott U.S. Holdings, joins me for a wide-ranging Rule Classroom Plus question-and-answer session. 
👉 Rule Symposium 2026
👉 Rule Classroom (Free) 
👉 Rule Classroom Plus (2 Free Months) 
Recording Date 8-6-2026. In this episode, Rick explains why creating more U.S. dollars without additional backing reduces the purchasing power of existing currency and discusses the intervention that strengthened the Japanese yen. We also examine gold's rise, my efforts to move cash into physical bullion, and why U.S. financial institutions report cash transactions above $10,000. Rick shares his own experiences with suspicious activity reports and explains why buying and holding physical gold outside the United States is legal despite increased banking scrutiny.
Rick evaluates companies and trends across lithium, copper, uranium, gold, silver, natural gas, royalties, and oilfield services. He warns that lithium is oversupplied and says direct lithium extraction backed by Exxon, Chevron, Occidental, and Berkshire Hathaway could threaten hard-rock producers. Rick remains bullish on copper despite stronger prices than he expected and discusses Marimaca, Founders Metals, Origin Royalties, Agnico Eagle, Equinox Gold, Cameco, Vizsla Silver, Hecla, B2Gold, Cheniere Energy, Texas Pacific Land, and Transocean. He explains why he buys uranium equities on weak days, favors technically strong management teams, values major-miner support for juniors, and concentrates on deposits capable of becoming world-class assets.
 
Key Insights In This Episode
✅ Currency creation weakens existing purchasing power.
✅ Lithium oversupply demands extreme caution.
✅ Copper prices exceeded Rick's expectations.
✅ Rick buys uranium stocks during selloffs.
✅ Major shareholders strengthen junior explorers.
✅ Tier-one assets remain Rick's priority.
 
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series 
Rule Symposium 2026
Rule Classroom (Free) 
Rule Classroom Plus (2 Free Months) 
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
 
Chapters
00:00 Rick Rule's Opening Market Thoughts
00:24 Gold Prices And Dollar Creation
01:37 U.S. Support For The Japanese Yen
02:31 Gold Bullion And Banking Restrictions
03:12 Suspicious Activity Reports Explained
06:10 Bunker Hill And Silver One
06:39 Lithium Oversupply And Standard Lithium
09:15 Marimaca Copper And Stronger Copper Prices
10:26 Founders Metals And Strategic Mining Shareholders
12:35 Tourmaline Birchcliff And Canadian Natural Gas
13:54 Origin Royalties And Partner Funded Exploration
15:52 Agnico Eagle Selling Junior Mining Investments
18:09 Major Miners Investing In Developers
19:35 Equinox Gold And Ross Beaty's Influence
21:04 Cameco And The Westinghouse IPO
22:18 Uranium Equities And Buying Market Weakness
23:19 Osisko Gold And Narrow Vein Mining Risk
25:00 Eloro Resources
25:20 Vizsla Silver Security And Development Timeline
27:01 Hecla Mining And Silver Price Leverage
28:05 B2Gold Valuation And Management Transition
30:36 Cheniere Energy Texas Pacific Land And Viper Energy
32:21 Noble Corporation And Transocean
33:38 Arizona Metals
33:40 Antimony And Critical One Energy
34:58 Alamos Gold Rating Update
 
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.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #RickRule #SteveBarton #RuleClassroom #Gold #Silver #Uranium #Copper #Lithium #MiningStocks #GoldStocks #ResourceInvesting #Commodities #Cameco #B2Gold #MarimacaCopper #AgnicoEagle #TexasPacificLand #CheniereEnergy #NaturalGas #Investing

Rick Rule, legendary natural resource investor, founder of Rule Investment Media, and one of the mining industry's most respected capital allocators, joins me to revisit the investment framework that has completely changed the way I evaluate mining companies and interview management teams. 
👉 Rule Symposium 2026 
📩 Free Newsletter
📈 Technical Analysis for Beginners
🌎 Travel Channel
 Recording Date 7-11-2026. In this episode, Rick explains why every investor should focus on the difference between price and intrinsic value before looking at anything else, showing how market capitalization, cash, debt, and liquidation value provide the foundation for determining whether a company is undervalued or overpriced.
What is your market cap cash and debt?
Have you and your team been a success before in an Endeavor that resembles the task at hand?
Who owns your company? Do you own any? Do you have vested partners?
Scalability. What are you looking for? What is your target size?
What is the principle unanswered question today? How do you propose to answer that question? How much time will it take to answer the question? How much money will it take to answer the question?
What keeps you up at night? What could go wrong? What else could go wrong?
 I ask Rick to walk through every question on the checklist that I now use in all of my mining interviews, beginning with management's track record and whether their previous successes truly match the project they are pursuing today. We discuss why insider ownership and strategic shareholders matter, why large scalable discoveries create the biggest investment opportunities, and how investors should identify the single unanswered question that will determine a company's future value. Rick also explains why investors should always ask management what could go wrong, how they plan to reduce those risks, and why honest discussions about challenges build credibility rather than weaken an investment thesis. We finish by discussing the importance of having direct access to company leadership, monitoring execution over time, and recognizing that successful investing ultimately comes from backing exceptional people who consistently create value rather than simply owning attractive assets.
 
Key Insights In This Episode
✅ Investing success comes from identifying the gap between market price and intrinsic value before buying a company.
✅ Management teams with proven success in similar projects deserve greater confidence than first time operators.
✅ Insider ownership and respected strategic investors create stronger alignment with long term shareholders.
✅ Large scalable discoveries provide the opportunity for exceptional returns that can outweigh numerous unsuccessful investments.
✅ Every investment should have one clearly defined unanswered question supported by a realistic plan, timeline, and budget to answer it.
✅ Strong management teams openly discuss project risks, explain how they are reducing those risks, and remain accessible to investors throughout the process.
 
Tools for Success that I Love and find Helpful / Affiliates:
Technical Analysis Series 
Rule Symposium 2026
Rule Classroom (Free) 
Rule Classroom Plus (2 Free Months) 
TradingView (Free)
Lobo's Weekly Recap (Free)
Uranium Insider Newsletter
 
Chapters
00:00 Welcome And Why These Questions Matter
01:01 Market Cap Cash Debt And Intrinsic Value
02:03 Why Management Track Records Matter
03:46 Insider Ownership And Strategic Shareholders
05:42 Scalability And Building Big Winners
06:41 The Most Important Unanswered Question
08:55 What Could Go Wrong And Risk Management
11:10 Why Investors Need A Direct Company Contact
12:06 The Most Important Principles For Investing
13:36 Rule Symposium Replay And Educational Resources
15:17 Premium Interview Preview And Closing
 
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.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.
#InItToWinIt #SteveBarton #RickRule #SteveBarton #RuleSymposium #MiningStocks #JuniorMining #GoldStocks #SilverStocks #ResourceInvesting #ValueInvesting #NaturalResources #MiningInvesting #DueDiligence #CapitalAllocation #MiningCEO #ResourceStocks #ContrarianInvesting #Speculation #GoldInvesting #Commodities #Investing