A Deep Dive Into Precious Metals Miners, AI, And The Markets
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In this video, I discuss my outlook on precious metals, precious metals miners, the AI arms race, the case for a bull market in 2026, and more.
00:58:48
Timestamps:
- 00:00 - Intro
- 05:36 - Narratives vs. Data Reality
- 07:57 - AI Adoption Stats & Early Stages
- 09:13 - Silver Volatility Analysis
- 12:58 - Silver Supply Deficits & Mining Setup
- 14:08 - Commodities as Investments & Cycles
- 16:08 - AI Infrastructure & Commodity Demand
- 19:44 - Gold
- 23:52 - AI's Massive Resource Needs
- 25:54 - Geopolitical Strains on Minerals
- 32:09 - Oil's Role & Administration Levers
- 34:10 - Potential Stock Market Crash Risks
- 39:09 - Containing Oil Inflation
- 45:11 - Bull Market Riding Strategy
- 51:19 - 2026 Stock Market Prediction
- 53:15 - Final Takeaway
More By This Author:
The Interventions Aren’t Working Any MoreIs A Major Financial Institution About To Go Bust?
The End Game Has Begun For Our Current Financial System
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