The BIGGEST Misconception in Mining Stocks EXPLAINED ~ Mining Stock Monkey

In it to Win it

Content provided by Steve Barton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Steve Barton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

7M ago 54:27

MP3•Episode home

Today, Steve Barton sits down with Jordan Rusche of Mining Stock Monkey for a focused look at where savvy investors are putting their money in 2025. Known for his deep company research and sharp valuation skills, Jordan lays out his best strategies for navigating volatile markets.

He dives into why he's avoiding First Majestic Silver despite silver bullishness, what makes Equinox Gold's Canadian projects so promising, and how he evaluates management quality and insider ownership. Jordan breaks down his geopolitical concerns in Burkina Faso, the misunderstood value of royalty assets, and why platinum and palladium are being ignored by the market.

Jordan also reveals how he identifies red flags in junior miners in under 30 seconds, what P/E ratios really mean in commodity cycles, and why traditional valuation models fail in the mining sector. Stay until the end for an exclusive discount to his premium newsletter, giving you insider-level access to his top picks and market moves.

Connect with Jordan Rusche!

Learn More: https://miningstockmonkey.com/products/vip?promo=GET10

Key Topics Discussed:

✅ First Majestic Silver's weak cashflow and overpaid leadership

✅ Equinox Gold's Q1 earnings dip and debt strategy

✅ Greenstone and Valentine Mines – future cashflow drivers

✅ Geopolitical instability in Burkina Faso and its impact

✅ Nationalization myths and Endeavour Mining's asset sales

✅ How to identify red flags in junior mining companies

✅ The importance of management ownership and insider alignment

✅ Misconceptions around P/E ratios in resource investing

✅ Why royalty valuation models often underestimate value

✅ Undervalued opportunities in platinum and palladium markets

If you found value in today's breakdown, please give this video a thumbs up, share it with friends, and don't forget to subscribe for weekly market insights. Join the discussion in the comments, and check out our free and premium content on the Rule Classroom for exclusive investment insights! If you would like to support the show, you can do so through a donation here or on YouTube Supers: https://paypal.me/InittoWinitLLC?country.x=US&locale.x=en_US Stay tuned for our next guest and happy investing!

Affiliates /Tools for Success that I Love and find Helpful:

Join Our Free Newsletter

Rule Symposium 2025 (July 7-11)

Rule Classroom (Free)

Rule Classroom Plus (2 Free Months)

TradingView (Free)

Lobo's Weekly Recap (Free)

Uranium Newsletter

Chapters:

00:00 Introduction: Kicking Off Part 2 with Jordan Rusche

00:18 First Majestic Silver: Poor Cashflow & Overpaid CEO?

05:03 Equinox Gold: Q1 Earnings, Debt & Canadian Growth

13:42 Burkina Faso: Real Risk or Misleading Narrative?

23:23 African Mining Risk: Understanding the Bigger Picture

28:18 Key Investment Criteria: What Jordan Looks For

32:27 Price-to-Value, Management & Insider Ownership

34:30 Geopolitical Risk in Africa & South America

37:15 Lessons Learned: Press Releases & P/E Pitfalls

40:55 Royalty Valuation: The Biggest Market Misconception

51:37 Newsletter Offer & Final Thoughts

DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero.

WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links.

#GoldStocks #SilverStocks #MiningStocks #JordanRusche #EquinoxGold #FirstMajestic #Commodities #InvestmentStrategy #BurkinaFaso #Royalties #InvestSmart

354 episodes

#Poker #Lifestyle #Games and Gambling #Trading #Business #Steve Barton