The Commodity Supercycle Is Back: Gold, Silver, Rare Earths | David Wargo
Wealthion - Be Financially Resilient
Intro
This chapter delves into the recent U.S.-China trade negotiations and their significant impact on the rare earth market. It discusses the essential cooperation between the two nations while recognizing the ongoing tensions that affect their business relationship.
In this high-conviction, high-energy interview, SCP Resource Finance CEO David Wargo joins Trey Reik to lay out why the next big macro move is into commodities, driven by a weakening dollar, a race for critical minerals, and an urgent shift away from China-dominated supply chains.
Key Topics:
- What the recent U.S.–China trade deal really means for rare earths
- Why gold, silver, copper, nickel, and rare earths are all set to surge
- How the U.S. dollar’s decline will fuel a real asset bull market
- How Ukraine’s reconstruction will supercharge base metals demand
- Whether the U.S. will take control and liberate its mining sector, just like Big Oil
Would you like to hear more about SCP and its rare earth mineral projects? Get their white paper here: https://wealthion.com/rare-earth-metals/
Chapters:
0:23 - Are US-China Trade Talks Truly Sincere?
3:11 - Why Did China Grant Rare-Earth Exports to Vietnam and Volkswagen?
5:14 - What’s Beijing’s Endgame for Rare-Earth Leverage?
6:12 - Can Saudi Arabia Build Its Own Rare-Earth Supply Chain?
9:03 - Does the Kingdom Actually Have the Minerals?
10:28 - Deep-Sea Mining Order: Bold Move or PR Stunt?
13:00 - Why Is the Resolution Copper Mine Still Waiting?
17:00 - Pebble Mine in Alaska: Dream Deposit or Environmental Risk?
19:51 - What’s the Hottest Opportunity in Mining Right Now?
21:24 - Will Rebuilding Ukraine Supercharge Base-Metal Demand?
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#Wealthion #Wealth #Finance #Investing #Gold #Silver #Copper #RareEarths #CriticalMinerals #Commodities #Geopolitics #Macro #USChina #USD #Mining
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