In it to Win it

Don Durrett of GoldStockData.com joins the discussion to break down the macro forces driving the precious metals market.
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 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, and expanding debt. He argues that modern financial policy has created a system increasingly dependent on liquidity, while massive refinancing needs from deficits and Treasury rollovers are pushing the bond market toward what he calls a "hot potato" phase. According to Durrett, the Federal Reserve now faces serious constraints: aggressive monetization risks high inflation, while higher rates increase pressure across the economy. The conversation explores recession risks, declining fiscal flexibility, and the possibility of a coming market shift where the S&P 500 struggles while capital rotates into gold and mining stocks. Durrett also shares technical outlooks, including a potential gold floor near $4,500 and silver support around $72 before a possible move toward $120. He also discusses structural silver inventory deficits, potential government intervention in ETFs, and risks and opportunities for companies like Vizsla operating in Mexico.
 
Key Insights in this episode
✅ Don Durrett explains why precious metals could rise in the coming years.
✅ Growing debt and deficits are putting pressure on the financial system.
✅ The Federal Reserve has limited options without causing inflation.
✅ A recession could push money from the S&P 500 into gold and miners.
✅ Durrett sees a possible gold floor around $4,500.
✅ Silver could retest support near $72 before moving higher.
✅ Ongoing silver shortages may create more volatility in the market.
 
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Chapters
00:00 Introduction to Don Durrett
07:13 Liquidity: The Real Cause of Recessions
14:26 Why the Fed Can't Monetize All the Debt
16:40 When Markets Realize the Fed Has Limits
19:29 Gold Outlook & Rotation From the S&P 500
23:23 Silver Breakout and Key Price Levels
25:45 S&P 500 Corrections and Market Cycles
29:19 Why Gold Miners Could Outperform
31:43 Silver Price Floor Around $72
35:49 Vizsla Project Outlook and Risks
38:03 Where to Follow Don Durrett
 
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.
 
##gold #silver #preciousmetals #goldminers #silverminers #miningstocks #commodities #macroeconomics #inflation #debtcrisis #bondmarket #investing #stockmarket #sp500 #resourceinvesting #copper #uranium #bitcoin #energy #markets #SteveBarton #InItToWinIt

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.
👉 Adrian Day
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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 conflict risks and how supply disruptions, shipping routes, and global liquidity needs can influence commodity prices.
Adrian also explores the outlook for major commodities including gold, silver, copper, uranium, and agricultural markets. Day explains why he believes gold offers the strongest risk-reward profile due to central bank buying and limited retail participation, while copper remains attractive because of long-term supply shortages tied to electrification and infrastructure demand. Additional topics include mining costs driven by energy prices, the impact of commodity currencies such as the Canadian and Australian dollar, farmland and agriculture investments, and the broader outlook for commodity markets heading into 2026.
 
Key Insights in this episode
✅ Geopolitical events often push gold and oil prices higher before the actual conflict occurs.
✅ Gold's recent moves are driven more by the U.S. dollar and liquidity than by war itself.
✅ Oil stocks had already risen before tensions because companies were buying back shares and paying strong dividends.
✅ Diesel and energy prices are the biggest cost factors for mining companies.
✅ Gold remains attractive due to strong central bank demand and limited retail participation.
✅ Copper is bullish long term because global supply may not meet future demand.
✅ Uranium is still a long-term opportunity but may need pullbacks before new entries.
 
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Chapters
00:40 Adrian Day is Back on the show!
01:23 Global Markets and Geopolitical Outlook
04:49 Gold Reaction: Buy the Rumor, Sell the News
07:41 Gold Liquidity and Oil Stock Moves
10:35 Oil Stock Strategy and Covered Calls
11:57 Oil ETF (XLE) and Market Positioning
15:23 Outlook for Agricultural Commodities
19:15 Energy Costs and Mining Profitability
23:13 Commodity Currencies and Mining Costs
23:59 B2Gold Company Outlook
26:39 Top Commodity Picks for 2026
30:07 Gold Price Floor Analysis
31:10 Silver Outlook and Demand Drivers
32:04 China Demand and Precious Metals Flows
33:09 Copper Price Floor Outlook
34:00 Uranium Long-Term Investment Case
34:23 Closing Remarks & Where to Follow Adrian Day
 
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.
##Gold #Silver #Copper #Uranium #Oil #NaturalGas #Commodities #MiningStocks #ResourceInvesting #MacroEconomics #GoldMarket #CopperDemand #EnergyMarkets #Inflation #CentralBanks #PreciousMetals #CommodityInvesting #MiningSector #MarketOutlook #Investing #SteveBarton #InItToWinIt

Joe Mazumdar of Exploration Insights joins the discussion to explain how his research process identifies high-quality opportunities in the junior mining sector.
👉 Joe Mazumdar
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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 validate geological potential and operational realities before adding projects to his investment portfolio. He also shares insights from recent industry conferences, discussing how investors are increasingly prioritizing stable mining jurisdictions such as the United States, Canada, and Australia while geopolitical risks continue to influence capital flows. The conversation also explores commodity outlooks, the growing role of institutional investors in the mining sector, and how rising energy costs and supply chain pressures may impact producers, developers, and exploration companies moving forward.
 
Key Insights in this episode
✅ Joe Mazumdar explains how he evaluates junior mining companies.
✅ His process focuses on strong management and solid geology.
✅ Site visits help confirm whether projects are worth investing in.
✅ Investors are favoring stable jurisdictions like the U.S., Canada, and Australia.
✅ Gold, silver, and copper are key commodities in today's market.
✅ Larger funds are starting to invest in mining companies.
✅ Rising energy costs could increase mining operating costs.
 
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Chapters
00:00 Introduction & Guest Overview
01:12 Joe Mazumdar's Investment Approach
06:43 PDAC Conference Takeaways
09:22 Top Commodity Outlook for 2026
16:26 Finding Asymmetric Opportunities
20:20 Energy Costs & Mining Economics
28:13 Hercules Metals Discussion
31:04 Tectonic Metals Overview
32:41 Where to Follow Joe Mazumdar
 
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.
 
#MiningStocks #Gold #Silver #Copper #Uranium #Nickel #Commodities #JuniorMining #ResourceInvesting #CriticalMinerals #MiningIndustry #EnergyMarkets #OilPrices #NaturalGas #CommodityMarkets #PreciousMetals #BaseMetals #Exploration #MiningInvesting #GlobalEconomy #SteveBarton #InItToWinIt

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.
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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. Gold slipped slightly but continues to trade within a well-defined channel, while silver and the miners were hit harder and are forming bearish flag patterns. Copper remains weak until it can clear a previous topping tail, uranium equities are breaking down toward the 200-day moving average buy zones, and oil surged more than 35% on geopolitical tensions and the closure of the Strait of Hormuz. I also cover natural gas strength, coal's reaction to energy markets, bearish setups in platinum and palladium, bullish consolidation forming in nickel, and a short-term technical outlook for Bitcoin as it approaches resistance near the 50-day moving average.
Key Insights in this episode
✅ S&P 500 fell about 2% and broke a key trend line, signaling a possible topping pattern
✅ Volatility surged with the VIX up roughly 48% as market fear increased
✅ U.S. dollar strengthened as investors moved into the reserve currency for safety
✅ Gold slipped slightly but continues to trade within a well-defined channel
✅ Silver dropped sharply and is forming a bearish flag pattern
✅ Copper weakened and remains bearish until it clears a previous topping candle
✅ Uranium equities broke down toward key 200-day moving average buy zones
✅ Oil surged more than 35% during the week on geopolitical tensions
✅ Natural gas continued climbing after bouncing from support
✅ Platinum and palladium forming bearish flag patterns similar to silver
✅ Nickel showing bullish consolidation ahead of a potential next move higher
✅ Bitcoin rose on the week and is approaching resistance near the 50-day moving average
 
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Chapters
00:00 Weekly Market Overview
00:14 S&P 500 Breakdown & Key Support
02:00 Dollar Strength & Rising Yields
03:33 Gold Channel & Short-Term Outlook
08:09 Silver Selloff & Bear Flag
13:25 Copper Weakness & Resistance
14:40 Uranium Price Structure
17:26 Historic Oil Spike
21:32 Natural Gas Momentum
23:27 Platinum & Palladium Bear Flags
25:02 Commodities Index Breakout
26:18 Nickel Bullish Setup
30:20 Bitcoin Resistance Levels
 
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.
#CommodityInvesting #Gold #Silver #Copper #Oil #NatGas #Uranium #Bitcoin #SP500 #EnergyStocks #SteveBarton #InItToWinIt

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.
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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 currently delivering around 1,000 tonnes per day, selling ore to Vale's Clarabelle mill to avoid the capital cost of building its own processing facility. The next major project expected to restart is the Levack mine, with a PEA expected in Q3. Additional growth projects include Crean Hill, where a pre-feasibility study and infrastructure work are underway, and Podolsky, which hosts high-grade copper zones near surface. Shakespeare remains in the pipeline but is deferred while the company prioritizes lower-capex opportunities.
 
Key Insights in this episode
✅ Magna Mining is advancing high-grade copper and nickel assets in Ontario's Sudbury Basin.
✅ The company has about C$700M market cap and ~C$63M cash, with only a $24M convertible note.
✅ McCreedy West is producing about 1,000 tonnes per day, mostly copper.
✅ Magna sells ore to Vale's Clarabelle mill, keeping capital costs low.
✅ The Levack mine restart is the next major milestone, with a PEA expected in Q3.
✅ Crean Hill is advancing toward a pre-feasibility study with infrastructure work underway.
✅ Podolsky offers potential high-grade copper near surface.
✅ Magna is pursuing more acquisitions in the Sudbury Basin to grow production.
 
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Chapters
00:00 Magna Mining Overview
00:31 Jason Jessup & Sudbury Basin Strategy
01:23 Magna's Market Cap, Cash, Debt
02:14 FNX Mining Background & Team Track Record
07:46 McCreedy West Producing Mine
10:42 Ownership & Insider Shareholdings
12:47 Project Pipeline Overview
15:37 Levack Mine Restart & Nickel Exposure
19:15 Crean Hill Project Development
22:06 Podolsky High-Grade Copper Potential
24:43 Shakespeare Project Status
25:39 Key Questions & Future Growth
27:27 How to Contact Magna Mining
 
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.
#MagnaMining #JasonJessup #SudburyBasin #Copper #Nickel #MiningStocks #MiningInvesting #ResourceInvesting #CopperMining #NickelMining #Commodities #CommodityMarkets #MiningCEO #MiningIndustry #EnergyTransitionMetals #CopperStocks #NickelStocks #MiningProjects #NaturalResources #StockMarket #SteveBarton #InItToWinIt