YouTube · Bullmarket Lifestyle by Daniel Wilhelmi
Sectores · 49 análisis · Último: 25 oct 2026
Gold & Silver
▲ 11 Optimista ▼ 2 Pesimista · 36 Sin tono
Análisis, del más reciente al más antiguo
Fondos · Sprott
The Miners Take the Lead: What's Driving Gold & Silver Equities
Gold and silver mining equities have outperformed the underlying metals year-to-date, supported by improving margins, stronger free cash flow potential and renewed investor interest in the operational leverage miners…
Substack · The Oak Bloke
Well ex-SCZ me!
The Oak Bloke | Santacruz Silver Mining (TSX: SCZ) | 23 October 2026
Substack · The Precious Metals Miner Gazette · Precious Metals Miner Gazette
The Gold Business Without the Mine: Why Royalty and Streaming Companies May Be One of the Smartest Ways to Invest in Precious Metals
How a little-understood corner of the mining industry offers exposure to rising gold and silver prices, exceptional business economics, and potentially less risk than traditional mining stocks.
Fondos · Sprott
Silver’s Next Rally and Why Miners Could Outperform
Kenny Zhu joins Proactive to discuss the forces shaping silver’s outlook, from monetary conditions and industrial demand to persistent annual supply deficits. Zhu explains why demand from electronics, AI infrastructure…
Substack · Grey Rabbit Finance's Substack · Grey Rabbit Finance
No Silver for You!
Six years of deficits. A mining industry struggling to keep up. And a sovereign debt crisis that could have investors lining up for the last bowl of soup.
Fondos · Sprott
Gold Holds Its Ground as Real Yields Surge
Gold held firm in September as real yields surged, suggesting investors are increasingly focused on fiscal strain and reserve diversification. We examine why rising Treasury yields can deepen the fiscal challenge and…
Fondos · Sprott
Gold Mining 2.0: Are Investors Looking Through an Outdated Lens?
Gold miners have entered a new era. It's defined by stronger balance sheets, greater capital discipline and record earnings, yet valuations still reflect the industry’s past. At the same time, a growing scarcity of…
Substack · Strategic Options Trader
Which Miners Still Make Money at $3,700 Gold?
If you believe in the gold bull market, choosing the metal is the easy part. Choosing the miner is where the money is made or lost, and the tools most investors use cannot answer the question.
Fondos · Sprott
Gold Stocks May Finally Be Ready to Outperform
Sprott's John Hathaway joins Kitco Mining’s Paul Harris to discuss why he views gold as an “all-weather strategy” and sees a more favorable outlook for gold equities. He explains how capital discipline, potential M&A…
Substack · Mining Forum Live · Tim Wood
What Six Companies Could Afford to Pay for Northern Star
Speculation continues about Northern Star being acquired or merged. We ran some numbers on where bids from the top gold mining companies would be accretive or dilutive.
YouTube · The Deep Dive
Where Gold Investors Will Make the Biggest Money | Kevin Smith - Crescat Capital
Substack · The David Lin Report · The David Lin Report, Matthew D. Milligan
Oil To 'Break' Everything
Stocks, Bitcoin, Gold Crashing 'Back Down'
Fondos · Sprott
Gold and Silver Surge as Fiscal Credibility Erodes
Gold and silver surged in August as rising debt, higher term premiums and growing concerns about U.S. fiscal credibility revived the currency debasement trade. Gold is increasingly behaving as “outside money,” supported…
Fondos · Sprott
Gold and Silver: Looking Beyond the Correction
After one of the strongest years in decades for precious metals, 2026 has been a year of correction, consolidation and renewed perspective. With gold and silver beginning to rebound, CIO Maria Smirnova examines the…
Substack · Excelsior Prosperity Substack
Peak Summer Doldrums In The Precious Metals Sector
Excelsior Prosperity w/ Shad Marquitz (07-18-2026)
Fondos · Sprott
Gold and the U.S. Dollar Paradox: Cyclical Volatility in a Secular Repricing of Monetary Assets
As confidence in the U.S. dollar-based monetary system gradually erodes and central banks seek to further diversify their reserves, gold stands to benefit from its unique position as a neutral, highly liquid monetary…
Fondos · Sprott
Metals and Miners: Opportunities in the Strategic Resource Race
As nations race to secure critical metals, macro and geopolitical forces are reshaping the outlook. In this mid-year webcast, Ryan McIntyre, Paul Wong and Ed Coyne break down the key drivers across gold, silver, copper…
Fondos · Sprott
How the Debt Cycle Favors Gold
Gold is solidifying its role as a strategic store of value, supported by persistent central bank buying and the growing appeal of hard assets amid currency debasement risks. Silver’s deepening structural deficit…
Fondos · Sprott
Gold and the Hormuz Disruption: A Monetary Stress Test
The closure of the Strait of Hormuz has turned geopolitical tensions into a global energy shock, driving inflation fears and forced selling across markets, including gold. Gold’s sharp drop reflects a liquidity crunch…
Fondos · Sprott
Why Gold Has Fallen: A Liquidity Story, Not a Broken Thesis
Gold’s sharp March sell-off isn’t a failure of its safe-haven role. It’s the result of a global liquidity crunch that forced investors to sell what they could, not what they believed in. As reserve flows stall and…
YouTube · David Trullás
Materias Primas: Oro, Plata o Platino | Qué Metales Invertir en 2026
Fondos · Sprott
Gold Rises Above $5,000 in an Evolving Monetary Regime
Gold and silver reached record highs in February amid volatility as markets adjust to a new monetary regime defined by persistent central bank liquidity and rising geopolitical fragmentation. Structural constraints on…
Fondos · Sprott
Silver Conference Featuring John Ciampaglia
John Ciampaglia, CEO of Sprott Asset Management, meets with James Connor of Bloor Street Capital. Ciampaglia explains that silver’s sharp rise reflects a long-awaited “catch‑up trade” driven by years of supply deficits…
Fondos · Sprott
Silver Conference Featuring Maria Smirnova, Sprott CIO
Maria Smirnova, Sprott Chief Investment Officer, joins James Connor of Bloor Street Capital to discuss Sprott's outlook on silver. Smirnova views recent gold and silver volatility as a healthy correction in a bull…
YouTube · Stockmindsweb
Best Gold Mining Stock to Buy: Galiano Gold (GAU) Stock Analysis Q4 2025
Fondos · Sprott
The Changing Global Order Is Repricing Gold
Gold and silver surged to record highs in January before experiencing technically driven sell-offs. Geopolitical fragmentation, capital conflict and eroding confidence in fiat systems is reshaping what investors…
Fondos · Sprott
Top 10 Themes for 2026
What are the 10 most important themes impacting global markets in 2026? We explore issues from deglobalization and fiscal dominance to the surge in gold, silver and critical materials, and provide our view of where…
YouTube · Pinnacle Digest
Are Gold Miners Still Undervalued? | Garrett Goggin Explains
Fondos · Sprott
Gold & Silver Outlook 2026
\Gold and silver delivered standout performance in 2025, driven by record price gains and powerful macro forces. James Connor and John Ciampaglia examine the key drivers, including central bank buying, de-dollarization…
Fondos · Sprott
The Bull Market in Gold, Silver and Miners
Ed Coyne joins Jimmy Connor of Bloor Street Capital to discuss this year's bull market in gold and silver. Coyne explains that renewed institutional participation, from central banks to large funds, is driving broader…
Fondos · Sprott
Metals & Mining: Year in Review, Future in Focus
Host Ed Coyne speaks to Sprott CEO Whitney George and Senior Portfolio Manager Justin Tolman about the firm's strong performance in 2025, highlighting significant gains across gold, silver, copper and related…
YouTube · Capital Radio
🥂ESPECIAL FIN DE AÑO | Oro y materias primas, los activos estrella para invertir en 2026
YouTube · The Mining Report
Gold Miners Analysis 📊 | STGO.TO - JAG.TO - TSK.TO - Community Call on Valuations (Oct 21, 2025)
Fondos · Sprott
Navigating Gold’s Next Chapter: A Conversation with John Hathaway and Justin Tolman
Sprott Portfolio Managers John Hathaway and Justin Tolman break down the powerful forces driving this year's gold and precious metals rally. They provide insights on market catalysts, mining equity valuations and…
Fondos · Sprott
Gold Holds Gains as Liquidity Stress Emerges
Gold reached its highest monthly close in November 2025, driven by fiscal dominance, rising global debt and the Fed’s pivot to “QE-lite.” We believe gold’s strategic role as a safe haven asset is strengthening amid…
Fondos · Sprott
The Debasement Trade Broadens Across Precious Metals
In October, gold closed above $4,000 and silver hit record highs amid growing strategic demand, signaling a sustained shift away from fiat-based assets. Major developed economies are increasingly operating under fiscal…
Institucional · PIMCO · greg sharenow, gregory hall
From Gold to Gigawatts: Unpacking Today’s Commodity Markets | PIMCO
Gold continues to command investor attention. PIMCO’s Head of Commodities and Real Assets, Greg Sharenow, and Account Manager Brady Morrison join host Greg Hall to break down the rally, explore shifting dynamics in the…
Fondos · Sprott
Gold Leads as Faith in Fiat Falters
Gold surged to record highs as fading confidence in fiscal and monetary policy drove investors toward hard assets. With long-term yields rising and central banks turning increasingly accommodative, markets are signaling…
Fondos · Sprott
What's Next for Gold?
John Hathaway of Sprott highlights gold’s resilience, citing U.S. fiscal imbalances, Federal Reserve pressures, geopolitical risks and central bank de-dollarization as key drivers of support. He warns that extreme…
Fondos · Sprott
Gold Miners Shine in 2025
Gold and silver are up over 25% in 2025, with mining stocks surging more than 50%, yet still undervalued. We see continued upside amid inflation, geopolitical risks and strong fundamentals.
Institucional · T. Rowe Price
Beyond the glitter: Why gold remains a strategic asset in today's market
Discover the strategic value of gold exposure in diversified portfolios.
Institucional · T. Rowe Price
Beyond the glitter: Why gold remains a strategic asset in today's market
Discover the strategic value of gold exposure in diversified portfolios.
Fondos · Sprott
Gold and Silver Bull Run Continues
Gold and silver have been strong performers in 2025, with both metals up over 25% YTD as global instability drives demand for safe haven assets. Central banks are shifting away from the U.S. dollar, while silver’s…
YouTube · Wealth Building Blueprint – Vladyslav Grabarskyy
Gold, Silver & Copper Stock Picks for 2025 | Jeff Clark’s Top Commodity Insights for Investors
YouTube · MtM - Mastering the Markets
Weekly Trading Playbook & Silver Deep Dive | What’s Hot on May 29, 2025
YouTube · Wealth Building Blueprint – Vladyslav Grabarskyy
Lobo Tiggre: Gold, Silver, Uranium, Copper | Investment Opportunities for 2025
Fondos · Sprott
Gold Gains Ground as Faith in the Dollar Erodes
Gold continues its rally as fading confidence in U.S. fiscal policy and the U.S. dollar drives demand for real assets. As we publish, silver is breaking out above $35, supported by structural supply deficits, renewed…
Fondos · Sprott
A Shaky U.S. Dollar Boosts Gold’s Role as an Alternative Reserve Asset
Gold is gaining prominence as a reserve asset due to a weak U.S. dollar and declining U.S. financials, reaching record highs while equities and bonds fell. We believe this positions gold as a potential anchor for a…
Fondos · Sprott
Sprott CIO on Gold/Silver Miner Selection and Silver Outlook
James Connor of Bloor Street Capital speaks with Maria Smirnova, Sprott CIO, about the firm’s approach to gold and silver miner selection.
Fondos · Sprott
A Closer Look at Silver’s Strategic Value
Silver remains significantly undervalued despite strong fundamentals, including rising industrial demand and consistent annual supply deficits. Although gold has surged to new highs, silver’s price has lagged…
Fondos · Sprott
Safe Havens: The Enduring Stability of Precious Metals in Turbulent Times
In this episode of Shifting Energy (Season 2), Steve Schoffstall, Director, ETF Product Management and John Kinnane, Director, Key Accounts at Sprott Asset Management, chat about how investors are navigating bumpy…
Fondos · Sprott
Barron's Live
Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn talk with John Hathaway, senior portfolio manager at Sprott Asset Management USA, about the investment appeal of gold and other precious…
Fondos · Sprott
Gold's Strength Amid a Crisis of Confidence
Gold's record-breaking rally in Q1 2025 reflects mounting investor anxiety over stagflation, policy volatility and a fraying global economic order. U.S. tariffs and policy unpredictability have elevated the risk of…
Fondos · Sprott
Introducing Sprott Silver Miners & Physical Silver ETF (Nasdaq: SLVR)
Discover the unique advantages of Sprott Silver Miners & Physical Silver ETF (SLVR), a new ETF offering exposure to both silver miners and physical silver.
Fondos · Sprott
Gold & Silver Forecast 2025
Sprott CIO Maria Smirnova and Rick Rule discuss key drivers for gold and silver in 2025. They emphasize central bank buying, Eastern demand and the erosion of purchasing power as major factors for gold. For silver…
Fondos · Sprott
Gold Flows into Sprott Physical Gold Trust (PHYS)
John Ciampaglia, CEO of Sprott Asset Management, joins James Connor of Bloor Street Capital to discuss his 2025 outlook for gold. Ciampaglia discusses Sprott's flagship Physical Gold Trust and dives into why gold is a…
Fondos · Sprott
Top 10 Themes for 2025
What forces will shape the markets in critical materials and precious metals in 2025 and beyond? We identify 10 key macro and market themes investors should watch in the coming year.
Fondos · Sprott
Silver's Impressive Strength in 2024
We believe that silver continues to offer a compelling investment opportunity due to its unique market dynamics.