Why overweight producers for returns

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Gold and silver are surging, not because of hype, but because the bond market is quietly signaling the next major financial break. In this interview with Trey Reik, gold analyst Don Durrett explains why he believes gold is “telling the truth” while the S&P 500 and the bond market are “lying,” and why the U.S. can no longer rely on foreign buyers of Treasury debt. He breaks down how spiraling deficits and structural pressures may lead to a recession that’s harder for the Fed to rescue than 2008 or 2020. Don also shares his full framework for building a precious-metals portfolio, from physical holdings and ETFs to producers, mid-tiers, developers, and select explorers that fit the Lassonde curve and how he identifies 4 or 5 bagger opportunities. He outlines why a 40%+ S&P correction could hit miners before they decouple but then begin a powerful multi-year bull market, and why he sees 2026 as a potential “easy money” year for gold stocks. If you’re focused on wealth preservation, inflation protection, or capturing leveraged upside in precious metals, this is one of the most important conversations you’ll watch this year.

💡If gold and silver are “telling the truth,” make sure you own real metal. Buy real gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH

💡Concerned the markets aren’t telling the truth? Protect your wealth with a free portfolio review from Wealthion’s endorsed financial advisors at https://bit.ly/4axa7Hr

Chapters:

1:10 - Why Don Built GoldStockData to Help Gold & Silver Investors

4:51 - Macro vs Stock Picking: Where Don Spends 80% of His Time

9:20 - How Should You Spread Bets Across Explorers, Developers & Producers?

16:12 - Do Blue-Chip Majors Like Agnico Eagle Still Belong in a High-Alpha Portfolio?

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