Wealthion - Be Financially Resilient

Mani Alkhafaji, VP of Corporate Development at First Majestic Silver, discusses the company’s strong position in the silver market. He highlights the challenges of maintaining silver purity in a competitive mining landscape and shares insights on Mexico’s easing permitting issues. Mani elaborates on the strategic acquisition of Gatos and the significance of First Majestic's new Las Vegas mint for vertical integration. He presents an optimistic forecast for silver prices, suggesting a new supercycle could lead to triple-digit silver.

Scott Melker, known as The Wolf of All Streets, discusses his journey from music to crypto trading. He delves into why Bitcoin is headed for a structural supercycle, fueled by institutional demand and regulatory clarity. Melker argues that traditional Bitcoin cycles are obsolete and outlines how new financial instruments like ETFs and stablecoins are changing the landscape. He boldly predicts Bitcoin could reach $1 million, driven by a surge in demand from corporate treasuries and a global shift in monetary systems.

Alberto Morales, CEO and founder of Andean Precious Metals, transformed a struggling Bolivian silver mill into a thriving cash flow powerhouse. He discusses innovative strategies that allow the company to profitably process third-party ore, sidestepping reliance on dwindling reserves. Alberto also shares insights on reducing political risk by expanding operations into California's Golden Queen mine, emphasizing their disciplined financial management, impressive liquidity, and ongoing exploration plans that ensure sustainable growth.

Mitch Krebs, CEO of Coeur Mining, shares insights from his 14-year tenure transforming the company into a North America-focused silver and gold powerhouse. He discusses the booming silver demand driven by electrification and AI, contrasted with underinvestment and mine depletion. Krebs highlights the $730 million Rochester expansion, making it the largest U.S. refined silver source, and reveals plans for a $75 million share buyback. He emphasizes the early stage of a silver bull market and the company's strategic growth plans at mines like Las Chispas.

Diane Garrett, President and CEO of Hycroft Mining, discusses her impressive turnaround experience, notably at Remarco, and how she led Hycroft to wipe out over $200M in debt. She shares insights on assembling a skilled technical team and the significance of Hycroft's recent high-grade silver discoveries in Nevada. With impressive gold and silver reserves, Diane highlights the company’s future potential and support from major institutional investors, creating an exciting outlook for Hycroft's growth and strategic advancements.

David Wargo, CEO of SCP Resource Finance and a rare earth expert, reveals that the U.S. is on the brink of a manufacturing renaissance driven by critical minerals. He shares insights on the importance of dysprosium and terbium, their extraction challenges, and how U.S. government support is reshaping the industry. Wargo discusses the implications of China’s market influence, the significance of new project developments, and the capital efficiency of ionic clays. He emphasizes the long-term investment potential in rare earths as demand grows.

Brett Rentmeester, Founder of WindRock Wealth Management and a macro markets expert, discusses the current financial landscape. He explores the surprising rise of both gold and AI, explaining it through the metaphor of a car needing to balance gas and brakes. Brett highlights the 'Fourth Turning' concept and how polarized market views create confusion. He advises on navigating risks and maintaining a diversified strategy, especially with precious metals and crypto, while urging patience and prudent rebalancing in volatile times.

Kevin Muir, author of The MacroTourist newsletter and macro investor, dives into the seismic shifts in global investing due to unprecedented fiscal spending. He argues that the age of monetary policy has waned, paving the way for fiscal dominance, and highlights the outperformance of non-U.S. equities. Muir warns of an impending corporate spending bubble driven by AI investments and shares his contrarian stance on energy—especially natural gas. His advice? In today's manic markets, focus on patience and prudence while managing risks.

Jonathan Wellum, CEO and CIO of Rocklinc, shares his macro insights on investment trends. He highlights how U.S. pro-growth policies are attracting vast capital while Canada's overregulation hampers its economy. Wellum issues a caution about inflated AI valuations and stresses the importance of holding precious metals amid looming fiat debasement. He explains the potential in silver investment driven by rising demand and supply constraints, as well as his strategic portfolio allocations across key sectors.

Veteran natural-resources investor Rick Rule dives into the explosive potential of silver, explaining why it often lags behind gold but can catch up dramatically. He highlights the emotional cycle of investors transitioning from caution to belief as silver prices surge. Rule discusses the fragile state of fiat currencies and how investment demand primarily drives silver's bull markets. He emphasizes the limited market cap of silver stocks, suggesting they could skyrocket when capital flows in, and shares insights on safe storage and significant producers in the field.