Mining Stock Monkey: Royal Gold Could Explode Next
Description
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.
Claim Your 10% Discount! https://miningstockmonkey.com/products/vip?promo=STEVE10DEC
Join our Free and Premium Newsletter!
https://www.stevebartonmoney.com/newsletter
Technical Analysis Charts Video Series: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners
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
Join our Free and Premium Newsletter!
Technical Analysis Charts Video Series
Tools for Success that I Love and find Helpful / Affiliates:
Rule Classroom Plus (2 Free Months)
Uranium Insider Justin Huhn Newsletter
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
<s
United States
