Steve Barton sits down with Jordan Rusche, founder of Mining Stock Monkey, for a direct and highly focused breakdown of where he is deploying serious capital across gold, silver, oil, nickel, and the largest royalty companies during a mature but still powerful gold bull market. He explains his shift away from junior royalty names toward major firms after seeing the impact of heavy G and A costs, and outlines why Royal Gold could experience a major re-rating and even an S&P 500 inclusion. Jordan also explores silver exposure through Triple Flag and Royal Gold, offers clear takes on Barrick and B2Gold's Mali risk profile, and examines Equinox Gold's Canada-driven growth. He provides straightforward assessments of Devon Energy, ExxonMobil, West Red Lake Gold, Silvercorp, and Endeavour Silver while emphasizing jurisdiction risk, ramp-up challenges, and capital discipline across the sector.
Jordan concludes with insight into how he applies deep valuation work and carefully used AI tools within Mining Stock Monkey while extending a limited-time offer to new subscribers. The discussion closes with an invitation for viewers who want more no-nonsense analysis of gold, silver, oil, and royalty opportunities to like the video, share it, and subscribe for future expert breakdowns.
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Key Insights On This Episode:
✅ Major royalty companies beat juniors thanks to lower costs and better stability
✅ Royal Gold is Jordan's top pick with strong upside potential
✅ Silver exposure is strongest through Triple Flag and Royal Gold
✅ Barrick, B2Gold, and Equinox carry different risk levels, with Canada projects seen as safer
✅ B2Gold's Mali assets pose higher geopolitical risk
✅ Equinox shows improvement but must manage debt and project delays
✅ West Red Lake Gold is considered a high-risk bet
✅ Devon and Exxon are compared for strength and long-term outlook
✅ Energy royalties and producers behave differently in changing markets
✅ Jordan uses strict valuation work and offers a subscriber discount
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Chapters:
00:00 Introduction with Jordan Rusche
01:30 Jordan's top bullish commodities
03:03 Juniors versus major royalty companies
08:10 Why Royal Gold is his favorite pick
10:36 Best ways to play the silver bull market
15:16 Thoughts on Barrick and its asset mix
21:31 Where we are in the gold bull cycle
26:14 B2Gold updates and Mali risk
32:38 Key views on Equinox Gold
37:06 Brief update on Filo progress
38:16 Review of i-80 Gold
39:43 Take on Endeavour Silver
41:28 Fair value view on Elemental Royalties
42:56 Opinion on Silvercorp and China exposure
44:40 Quick notes on USAU and USAS
45:25 Updated view on West Red Lake Gold
50:41 Outlook on ExxonMobil
52:03 Comparison of Exxon and Devon Energy
54:24 Thoughts on oil and gas royalty options
55:16 How Jordan uses AI in his research
57:26 Preferred research tools and portals
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.
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