Heads Up Poker Podcast

Steve Barton breaks down this week’s Monday Market Moves with a sharp analysis of key trends in commodity investing. The S&P 500 saw a 2.4% drop amid weak payroll data, while the dollar pushed higher and 10-year treasury yields reversed sharply as investors moved into safer assets.   Gold rose nearly 2% while silver fell, reflecting a divergence between metals and miners. But the standout was copper, which suffered its biggest one-day drop in 40 years. Uranium stabilized near $70, while oil bounced off lows but remains under pressure. Steve also previews setups in PHYS, GDX, COPX, and more.   Energy and industrials delivered mixed signals. Natural gas continues to flag lower, coal sees strength, and Bitcoin tests key support near its 50-day moving average. Platinum and palladium consolidate as traders await direction. Like, share, and subscribe for weekly market insights and ETF-level strategies.   The episode includes technical and fundamental analysis across energy, metals, and equities, plus a p

Jason Jessop, CEO of Magna Mining, delivers a key update from the 2025 Rule Symposium, spotlighting the company’s aggressive growth in Ontario’s Sudbury Basin. With a $365M CAD market cap, no debt, $38M in cash, and 48 million tons of resource, Magna is ramping up copper production from its flagship McCreedy West Mine. Jessop breaks down Magna’s strategic focus on high-grade footwall copper deposits, with recent drill results hitting up to 25% copper. Backed by fully permitted projects like Shakespeare and Podolsky, Magna’s low-capex model sells ore directly to mills, bypassing costly infrastructure. With over 5% insider ownership and long-term support from Dundee Corp, Magna is on track to bring multiple mines online by 2028. Catalysts include monthly drill results, a reserve update, and government recognition as a critical minerals company, setting the stage for significant investor interest.   Connect with Jason Jessop! Website: https://magnamining.com LinkedIn: https://www.linkedin.com/in/jason

Guy Goulet, CEO of Cerro de Pasco Resources, delivers a major update from the 2025 Rule Symposium in Boca Raton. With a $250M CAD market cap, $17M in cash, and no debt, the company controls one of the world’s largest above-ground mineral resources—historic tailings left behind from centuries of inefficient processing in Peru. Goulet outlines plans to reprocess these tailings using modern technology, including floating barges and slurry pumps, targeting high-grade silver, zinc, copper, and critical metals like gallium and indium. Cerro de Pasco expects potential annual profits between $140M and $610M, supported by metallurgical studies in Canada, Germany, and Sweden. Backed by a seasoned team and strong insider ownership, the project aims to deliver major economic and social impact for the local community. With no mining required and support from Peruvian authorities, Cerro de Pasco is on track to become a highly profitable, environmentally clean mining operation.   Connect with Guy Goulet! Website: h

Javier Reyes, Executive Chairman of Luca Mining, delivers a powerful update at the 2025 Rule Symposium in Boca Raton. He outlines Luca’s transformation from a debt-laden $50M company to a $400M+ market cap producer with $20M in cash and minimal low-cost debt. The company now operates two fully producing mines in Mexico: Campo Morado (polymetallic) and Tahuehueto (gold-focused). Reyes emphasizes the value of local expertise and cultural understanding in managing complex operations. With over 2.4 million gold-equivalent ounces in reserves and under 10% of land explored, Luca is expanding production and exploration, targeting over 100,000 ounces annually. The team combines top Mexican professionals with North American standards to ensure safety, reliability, and long-term success. With more than 50% insider ownership and a strong institutional interest building, Luca is focused on tactical growth, M&A, and cash flow reinvestment. Supported by tight share structure and growing liquidity, the company is pos

Andy Schectman, CEO of Miles Franklin, shares urgent macroeconomic insights from the 2025 Rule Symposium in Boca Raton, warning of a global shift away from U.S. treasuries and toward commodities and blockchain-based financial systems. As central banks rapidly increase gold holdings, Schectman highlights how the U.S. has quietly become a net importer of gold for the first time in decades.   He details the expansion of BRICS+ settlement systems and China's Shanghai Metals Exchange as key signals of a transition to a new global monetary framework. Schectman points to discussions around gold-backed treasuries, with insiders speculating that a 50-year gold-pegged U.S. bond could be issued by 2026 under a new administration.   With gold now recognized as a Tier One asset, Schectman emphasizes the growing divide between retail investors and global institutions. While retail money flows into equities, central banks and sovereign wealth funds are draining physical gold from Western vaults. Schectman calls this a

Tom Hartel, an experienced individual investor, joined the 2025 Rule Symposium to share his journey from learning stocks with his father at age 10 to decades of investing in natural resources. With over 30 years attending conferences, Hartel emphasizes the life-changing value of listening to industry experts. He highlights silver and platinum as top opportunities in today’s market, citing silver’s tendency to follow gold and platinum’s historic undervaluation, rarity, and rising industrial demand. His key stock picks include First Majestic, Sylvania Platinum, Pan American Silver, and Agnico Eagle—companies he believes offer strong upside and solid fundamentals. Hartel also sees platinum playing a critical role in hydrogen energy and hybrid EVs, supported by BRICS' full control of global platinum production. He encourages investors to keep learning and credits conferences like this one for helping him build long-term wealth.   Connect with Tom Hartel! LinkedIn: https://www.linkedin.com/in/thomashartel

Brad Langille, CEO of GoGold Resources, delivers key insights from the 2025 Rule Symposium in Boca Raton. With a market cap of $550M USD, $135M in cash, and zero debt, GoGold stands out as a low-risk silver producer with strong cash flow and fully funded growth plans. Langille details GoGold’s expansion through the Las Ricos South project, which is shovel-ready and expected to boost production from 2M to over 16M ounces annually. He also highlights the company’s innovative environmental approach to reclaiming historic tailings, strong community partnerships, and a low $12 AISC. Supported by a seasoned technical team and 50% institutional ownership, GoGold is awaiting a major permit that could serve as a near-term catalyst. With scalable assets, proven leadership, and growing silver exposure, the company is positioned for long-term outperformance.   Connect with Brad Langille! Website: https://gogoldresources.com/ LinkedIn: https://www.linkedin.com/in/brad-langille-4846ab65/  

Steve Barton delivers sharp insights on this week’s *Monday Market Moves*, covering major trends in commodity investing. The S&P 500 reaches a new intraday high of 6,390, while the dollar weakens and treasury yields remain flat ahead of the Fed meeting. Key sectors show mixed signals: gold and silver flash bearish patterns, while copper shows signs of topping. Uranium continues to gain momentum, fueled by strong investor sentiment. Steve highlights trade setups and technical levels across top ETFs like PHYS, PSLV, GDX, and COPX. Energy markets remain volatile. Oil breaks down from a bearish flag pattern, targeting $55–$60, while natural gas drops sharply. Platinum and palladium face corrections, and Bitcoin trends lower with limited upside in the near term. The episode includes technical and fundamental analysis across energy, metals, and equities, plus a preview of Steve’s newly released technical analysis video course: https://stevebarton.gumroad.com/l/TechnicalAnalysisforBeginners. Don’t miss vie

Matt Warder of Sea Wolf Research joins Steve Barton to deliver a sharp update on the coal market’s evolving macro landscape. He explains how summer demand, LNG export growth, and rising U.S. power prices are shaping met and thermal coal pricing. Warder notes how Chinese steel production and potential capacity cuts are critical catalysts that could drive prices further, especially as restocking season approaches. Key companies discussed include Warrior Met Coal (HCC), Core Natural Resources (CNR), Alliance Resource Partners (ARLP), and Ramaco Resources (METC). Warder also shares his current positioning and views on equity performance, short interest, and risk strategies in the sector. He flags the importance of shareholder returns and highlights recent developments in the BTU–Anglo deal and the potential re-rating of Glencore. The episode touches on junior coal plays like Colonial Coal and Forge Resources, the return of Mongolian miners, and the unexpected conversation around restarting U.S. coal plants ami

Joe Mazumdar of Exploration Insights joins Steve Barton at the 2025 Rule Symposium in Boca Raton to share his journey from field geologist to mining finance expert. Having worked across Canada, Australia, and Argentina, Joe brings a global perspective on geology and economics that shaped his career and the direction of his publication. Mazumdar highlights geopolitical risks in mining jurisdictions such as Argentina and Guatemala, analyzing companies like Pan American Silver and why Abra Silver is a standout opportunity. He also emphasizes the importance of investing in liquid commodities like gold, silver, copper, and uranium. For beginner geologists and investors, Joe offers insights on risk management, exploration strategy, and the critical role of jurisdictional awareness. His weekly newsletter, Exploration Insights, provides real-time updates on what he's buying and selling, backed by deep technical and market analysis.   Connect with Joe Mazumdar! Website: https://explorationinsights.com/ Linked

Simon Ingram, CEO of Lara Exploration, delivers key insights from the 2025 Rule Symposium in Boca Raton. Lara Exploration stands out with a $90M CAD market cap, no debt, and $4M in cash. Backed by a strong technical team, the company operates under a proven prospect generator model with a record of major copper discoveries. The company’s flagship asset, the 100%-owned Planalto project in Brazil, hosts a 200M ton open-pit copper resource in one of South America's most infrastructure-ready mining districts. With $10M already invested by a former partner and a PEA expected this September, Lara is positioned for a significant re-rating. Ingram discusses strong insider ownership (20%), past partnerships with Capstone and Codelco, and a disciplined approach to dilution. With copper's rising global demand, Lara’s positioning offers compelling long-term upside. Like, share, and subscribe for more expert insights from the Rule Symposium.   Connect with Simon Ingram! Website: https://laraexploration.com/  

Leonard Wright, a leading voice in financial planning and chair of the Personal Financial Planning Executive Committee, explains how his grandparents’ pension loss after Studebaker’s collapse inspired his mission to protect retirement security through 401k plans. With over 29 years in the industry, Wright outlines core strategies for optimizing traditional and Roth IRAs, using micro-Roth conversions, and leveraging inherited assets tax-efficiently. He emphasizes holistic financial planning, association networking, and the value of intellectual capital for long-term success. Wright also explores the transformative impact of AI and robotics on longevity and the economy, highlighting new healthcare breakthroughs and rising investment opportunities. He shares actionable insights on Safe Harbor, profit-sharing, and cash balance plans—helping professionals and business owners reduce taxes and boost retirement outcomes.   Connect with Leonard Wright! Website: https://aicpaconferences.com/b/sp/leonard-wright

John-Mark Staude, CEO of Riverside Resources, shares an update from the 2025 Rule Symposium, outlining the company’s $11M CAD market cap, $4M in cash, and zero debt. Operating under the prospect generator model, Riverside partners with major firms like BHP to fund exploration while retaining royalties—reducing risk and preserving shareholder value. With over 40 years in mining, Staude brings experience from BHP, Rio Tinto, and Tech. He highlights Riverside’s lean share structure, 10% insider ownership, and minimal dilution. A recent spinoff, Blue Jay Gold, delivered direct value to shareholders, while Riverside continues to add new projects in British Columbia and advance exploration at Union and Cecilia. Riverside’s focus spans gold, silver, copper, and rare earths across Canada, the U.S., and Mexico. The company is actively drilling and expanding its portfolio in mining-friendly regions, including Sonora. With key assets, strong partners, and rare earth exposure, Riverside is positioned for growth in tod

John Florek, CEO of Emperor Metals, shares a major update from the 2025 Rule Symposium, highlighting the company’s growth in the prolific Southern NBE Tipi gold district. With a market cap of $29M CAD, no debt, and a maiden resource of 1.46 million ounces, Emperor is aiming for a tier-one 5-million-ounce gold deposit. Florek outlines the use of AI to rapidly model and unlock value from overlooked assets, including Duquesne West and the fully permitted Lac Plante project. With existing infrastructure nearby, Emperor plans to generate near-term cash flow while expanding resources through aggressive drilling. With over 20% insider ownership and support from key investors like Rob McEwen and Rick Rule, Emperor is well positioned for growth. A new drill program is set for 2025, with upcoming catalysts expected to attract institutional interest and drive momentum.   Connect with John Florek! Website: https://www.emperormetals.com X: https://x.com/EmperorMetals Facebook: https://www.facebook.com/p/Emperor-Met

Join Steve Barton in this week’s Monday Market Moves as he breaks down major shifts across commodities and financial markets. The episode opens with a look at the S&P 500 and key currency trends, then moves into sharp technical takes on gold, silver, and copper. With clear guidance on profit-taking and potential setups, Steve shares how seasoned investors are positioning. Uranium’s explosive 70% rally is in focus, with discussion on whether it’s time to trim positions. Oil, natural gas, and coal are all covered with updated support and resistance levels, while platinum, palladium, and nickel show mixed momentum. Steve’s market map offers both near-term plays and long-term perspectives. Bitcoin, iron ore, and the broader energy sector round out the update. Plus, Steve previews upcoming educational content and answers viewer questions on top-traded instruments. Don’t forget to like, share, and subscribe for more sharp insights each week. The episode includes technical and fundamental analysis across ene

Adrian Day of Adrian Day Asset Management joins the 2025 Rule Symposium with a sharp macro analysis on gold, copper, and silver. Despite volatility, gold remains resilient, fueled by central bank buying and a weakening economic outlook. Adrian explains why traditional gold buyers may soon return, just as rate cuts and inflation concerns resurface. Turning to copper, Day outlines a major supply crunch on the horizon, driven by long lead times and accelerating demand from electrification and AI infrastructure. He highlights Freeport Copper and Lara Exploration as top picks to gain exposure. On silver, Day notes its unpredictable nature, limited supply response, and identifies Pan-American Silver as a standout with key upside assets. The conversation closes with a strong case for gold stocks, which remain deeply undervalued despite strong recent gains. Adrian emphasizes that price charts alone don’t tell the full story—valuations remain historically low across top-tier miners. This is a rare window of opportu

Tavi Costa, partner at Crescat Capital, joins “In It To Win It” to deliver a sweeping macroeconomic outlook that spotlights the growing opportunities in commodities and emerging markets. Born and raised in Brazil, Tavi shares how his family’s business collapse and a scholarship tennis journey to the U.S. shaped his disciplined, contrarian investment philosophy—rooted in long-term macro trends and value. Costa outlines his core thesis: the weakening U.S. dollar and suppressed interest rates are laying the foundation for a generational rotation into hard assets and non-U.S. equities. He identifies gold, silver, copper, and zinc as top beneficiaries of this shift, driven by global underinvestment in resource development and structural supply deficits. He highlights Brazil and Latin America as key destinations for capital, pointing to his own real estate investments as evidence of conviction. Key themes include Crescat’s leveraged buyout of Bolivia’s San Cristobal mine—now the world’s fourth-largest silver pro

Tony Reda, CEO of Tectonic Metals, joins the 2025 Rule Symposium to deliver a major update that could reshape the gold exploration landscape. With zero debt, $13.5 million CAD in cash, and support from Alaska’s largest for-profit native corporation, Tectonic is preparing for its most ambitious drill program to date in a region that historically produced 650,000 ounces of placer gold. Reda outlines the company’s bold approach and significant progress. The team’s previous gold exploration ventures resulted in 30 million ounces discovered and over $3 billion in cumulative transactions, including a $520 million sale. Now, Tectonic’s Alpha Bowl project—where a key hole ended in mineralization with grades up to 27 g/t—positions them for what could be a tier-one gold asset discovery, just 40 kilometers from Donlin Gold’s 40-million-ounce deposit. Key factors covered include insider ownership of over 6%, strong institutional support, a projected inferred resource estimate by late 2026, and ongoing metallurgical te

Dr. Nomi Prins of Prinsight Global shares key insights from the 2025 Rule Symposium in Boca Raton. She highlights how market highs in the S&P 500 and commodities like gold are masking deeper economic stress. With negative GDP growth, rising delinquencies, and record consumer debt, Prins sees the Federal Reserve likely cutting rates in the near term. She emphasizes the strength of hard assets in this environment and urges investors to position accordingly. Prins sees continued upside in gold, with a price target of $4,000, and increasing momentum in silver due to a growing supply deficit and rising industrial demand from nations like China. She also points to copper’s potential new status as a strategic defense asset and sees strong long-term opportunity in uranium and rare earths, especially with projects outside China such as in Brazil. Her investment focus remains on tangible, essential resources. As inflation persists and consumers face higher borrowing costs, Prins urges investors to prepare by hol

Scott Melbye, Executive VP of Uranium Energy Corp and CEO of Uranium Royalty Corp, shares powerful updates from the 2025 Rule Symposium in Boca Raton. Uranium Royalty Corp (URC), the only pure-play uranium royalty and streaming company, holds 25 royalties across 22 global projects. With a $300M+ market cap, $200M in cash, and zero debt, URC is well-capitalized to support the next wave of uranium mine development, offering an attractive alternative to equity or debt for developers. Insider ownership remains strong at over 20%, reflecting deep alignment with shareholders. URC’s pipeline is growing, fueled by strategic due diligence trips to key regions such as Niger, Canada, and Australia. Melbye emphasizes the company’s lean six-person team and the unique value of acquiring overlooked royalties, even from unrelated sectors. As global demand for nuclear power surges, URC positions itself at the center of a long-term supply chain transformation, providing stable exposure to uranium through a diversified royalt