Heads Up Poker Podcast

Regency Silver CEO Bruce Bragagnolo joins Steve Barton at the 2025 New Orleans Investment Conference to unveil a major metals discovery in Sonora, Mexico. With just ten drill holes completed, the company has already hit high-grade gold, silver, and copper in a breccia-hosted porphyry system. Bruce explains how new software modeling and detailed review of historical data helped their team hit mineralization on the very first hole, a rare feat in the industry. This discovery could reshape the future of the project as Regency aims to drill further and sell to a major or mid-tier producer. The discussion explores the broader case for investing in junior explorers, the long-standing gap in global exploration spending, and why the current cycle favors early-stage discoveries. Bruce highlights the scale of the opportunity, potential for a multi-million ounce deposit, and the exceptional geology behind the find. With a proven team, strong financing, and high grades already confirmed, Regency Silver may be one of th

Alan Hibbard of GoldSilver.com joins Steve Barton at the 2025 New Orleans Investment Conference to discuss what could be the most significant shift in global finance since Bretton Woods a new monetary system potentially pegged to gold. Hibbard explains the political and economic forces behind this transformation and reveals why central banks are accelerating gold accumulation. He also breaks down the critical distinction between intrinsic and extrinsic value and explains why gold holds its worth largely due to extrinsic factors while Bitcoin may eventually lose its value altogether. Silver takes center stage as Hibbard outlines its explosive upside amid a five year structural supply deficit and surging industrial demand. He explains how ongoing price suppression may be nearing a breaking point and why silver could outperform both gold and Bitcoin in the years ahead. The episode closes with a look at Hibbard's new series Hidden Secrets of Value which builds on Mike Maloney's classic Hidden Secrets of Money t

Mike Maloney, founder of GoldSilver.com and author of the Hidden Secrets of Money series, delivers a stark warning about the future of the global economy in this episode of In It To Win It with Steve Barton. Speaking from the 2025 New Orleans Investment Conference, Maloney outlines why gold and silver remain the most reliable assets in the face of financial turmoil. He explains how fiat currencies have become tools of systemic fraud, driven by debt and designed to erode personal wealth through inflation and monetary manipulation. Maloney breaks down why modern banking is built on illusion, how currency is created from nothing, and why the Federal Reserve's policies are leading the world toward inevitable collapse. He emphasizes that precious metals are not just safe havens but essential protections against the failures of our financial system. Viewers looking to safeguard their future are urged to like, share, and subscribe for more high-impact insights from thought leaders like Mike Maloney.   Connect wi

In this week's Monday Market Moves, Steve Barton delivers a deep dive into the latest volatility across commodity markets. The S&P 500 fell two percent and failed to hold its 50-day moving average, while the dollar finally broke above its 200-day. Gold showed signs of forming a bearish flag, and silver pulled back after touching its moving average. Both metals are facing pressure from a stronger dollar, though Steve outlines exact buy levels and suggests we are nearing seasonal strength for gold. Silver remains in backwardation and Steve believes gold will outperform in the near term. Uranium, oil, natural gas, and copper are all flashing accumulation signals, with uranium ETFs hitting support zones and oil stuck in a long downtrend that mirrors early gold setups. Coal is entering a potential buying range and natural gas shows signs of topping. Platinum and palladium are testing support while nickel is crashing fast and may forecast recession. Bitcoin dropped over ten percent, and Steve suggests more do

Veteran trader and global precious metals strategist Vince Lanci, the voice behind the widely followed GoldFix Substack, returns with deep insight into why central banks around the world are out of options, why silver could reach one hundred forty-four dollars, and how governments have resorted to endless money printing as a default policy. In this episode of In It To Win It with Steve Barton, the conversation explores global macro conditions, the shift toward yield curve control, and the powerful consequences of a fast gold revaluation. Vince shares why we are now living through a silent but aggressive currency debasement. He breaks down how modern price controls are being quietly implemented, why exit liquidity matters more than ever for silver stackers, and why SLV could hold up longer than COMEX in a crisis. With thoughtful analysis of supply dynamics, historical patterns, and the psychology behind silver's underperformance, Vince explains how silver and gold may soon revert to their natural ratio as fi

Bob Quartermain, a legendary mining executive, sits down with Steve Barton at the 2025 New Orleans Investment Conference to explain why he came out of retirement to back Dakota Gold. With no debt, forty-one million dollars in cash, and a potential three billion dollar valuation on its Richmond Hill project, Dakota Gold is positioning itself as one of the most undervalued gold stocks in the market. Quartermain emphasizes the company's strategic advantages, including its location on private land in South Dakota, access to infrastructure, and strong local support. He also highlights the historical significance of the Homestake mining district and the company's two key projects, Maitland and Richmond Hill. With a combined six point two million ounces of measured, indicated, and inferred gold resources, and all-in sustaining costs around one thousand fifty dollars per ounce, Dakota Gold offers compelling upside in a strong gold price environment. Quartermain discusses support from major backers like Orion, who h

In this feature from the 2025 New Orleans Investment Conference, Adrian Day of Adrian Day Asset Management shares a detailed macro outlook that challenges mainstream narratives. He outlines clear signs of a slowing US economy, including weak employment and manufacturing data, while highlighting a concerning global trend of central banks easing monetary policy before controlling inflation. According to Day, these conditions set the stage for persistent inflationary pressures and potential long-term currency devaluation. Adrian explains why gold and silver are still far from their market tops, citing low public participation, undervalued gold stocks, and continued central bank buying. He highlights two companies that stand out in the current environment: Dakota Gold, with strong US-based assets, and Midland Exploration, supported by major partners like Rio Tinto, Barrick, BHP, and Agnico Eagle. Day views these as well-positioned plays in an ongoing precious metals bull market with significant upside potential

In this week's Monday Market Moves, Steve Barton breaks down the biggest trends in commodity investing and what's really moving the markets. The S&P 500 edged slightly higher but most of the excitement came from metals and energy. Gold looks ready for a short-term correction while silver hit a new intraday high before pulling back. Copper bounced modestly, oil is still forming a long consolidation pattern, and natural gas keeps grinding higher despite extreme technicals. Bitcoin broke below support and could be heading for more losses. Steve dives into how global political tension, rising treasury yields, and the dollar's movement could impact commodities going forward. He also lays out accumulation strategies for precious metals and energy stocks while pointing to high-probability setups across the board. Premium subscribers get access to company-specific trade setups with live portfolio updates and entry points. If this video helps you out, be sure to like it, share it with other investors, and subscr

Marco Roque, CEO of Cassiar Gold, shares insights from the 2025 New Orleans Investment Conference, explaining why he believes the company is the most undervalued junior gold explorer in North America. With a market cap between 25 and 30 million US dollars and no debt, Cassiar holds a 2.6 million ounce gold resource worth over 10 billion dollars in the ground. Roque emphasizes that the company has only explored a small fraction of its total land package and sees significant upside potential as they continue drilling and advancing toward a preliminary economic assessment in 2026.   Connect with Marco Roque! Website: https://cassiargold.com LinkedIn: https://www.linkedin.com/in/marcobroque/   Cassiar's 59,000-hectare land position that includes five past-producing mines, two active mine permits, and a fully owned and permitted mill. Roque also highlights existing infrastructure such as paved road access, power, water, and 25 kilometers of underground workings. The leadership team includes seasoned operator

Don Durrett of GoldStockData.com shares his personal journey into the precious metals sector, which began in 1989 after deep research into macroeconomic trends. He explains why he believes the collapse of the US bond market is inevitable and outlines how this will drive capital into gold and silver. Durrett sees gold reaching over six thousand dollars and silver moving past one hundred and twenty-five dollars in the coming years. His long-term strategy focuses on waiting for this outcome while accumulating undervalued mining stocks, positioning for what he calls a generational wealth transfer.   Connect with Don Durrett! Website: https://www.goldstockdata.com   He offers insights into key positions in his portfolio including Integra Resources, Guanajuato Silver, 1911 Gold, Avino, Vizsla, and Aya Gold and Silver. Don explains his criteria for picking stocks with tenfold potential based on future metal prices and low-risk profiles. He also breaks down his disciplined exit strategy and how he prepares for

Rudi Fronk, CEO of Seabridge Gold, shares a deep look into the company's direction and potential from the 2025 New Orleans Investment Conference. With a market cap of 2.3 billion US dollars and over 100 million Canadian dollars in cash, Seabridge holds no traditional debt. Instead, a unique convertible instrument converts into royalties at production. Fronk emphasizes that Seabridge was created as a play on gold price optionality, a vision that has paid off with gold rising 1200 percent and Seabridge shares up over 12000 percent since inception.   Connect with Rudi Fronk! Website: hhttps://www.seabridgegold.com LinkedIn: https://www.linkedin.com/in/rudi-fronk-b06ab6320   Fronk explains why the company is significantly undervalued, trading at less than 15 dollars per ounce in the ground compared to an industry average above 80. Seabridge holds more than 183 million ounces of gold and 59 billion pounds of copper with in-ground metals valued over one trillion dollars at current prices. He describes KSM a

Susan Stroud, founder of No Bull Ag, shares a data-driven breakdown of today's agriculture market. Speaking with Steve Barton, she explains how Brazil has taken global market share from the U.S. in soybeans and cotton, how government biofuel policies are reshaping soybean oil demand, and why global trade dynamics with China are putting pressure on U.S. farmers. She also discusses how logistics, river transport, and domestic policy shifts have impacted America's role as a top exporter. Connect with Susan Stroud! Website: https://nobullag.com/ Substack:  https://substack.com/@nobullag Stroud points to palm oil as a key commodity to watch and breaks down how vegetable oils now trade like energy assets due to their use in renewable diesel. She offers clear insights on the challenges in U.S. wheat, corn, and soy markets, while explaining how government delays are creating risk for producers and investors. If you're tracking biofuels, ag trade, or macro commodity trends, this is the sharp, boots-on-the-ground

Javier Reyes, CEO of Luca Mining, outlines the company's transformation from the 2025 New Orleans Investment Conference. With a market cap of 300 million Canadian dollars, 25 million US dollars in cash, and just 8 million in debt, Luca Mining is targeting a debt-free balance sheet by 2026. Reyes explains their plan to grow gold equivalent production beyond 200,000 ounces and pursue a listing on the New York Stock Exchange. He also details Luca's recent inclusion in the GDXJ ETF and a diversified strategy built around gold, silver, copper, and zinc.   Connect with Javier Reyes! Website: https://lucamining.com LinkedIn: https://www.linkedin.com/in/javier-reyes-de-la-campa   The conversation highlights the company's 99 percent local workforce in Mexico and its strong focus on sustainable mining through community investment. Reyes shares how Luca Mining is funding life-saving open-heart surgeries for children in underserved areas. He emphasizes how a culture of humility and long-term local engagement ha

In this week's Monday Market Moves, I'm back from the New Orleans Investment Conference and ready to break down what's happening across the commodities space. The S&P 500 dipped 1.6 percent but I'm seeing signs of a bullish reversal ahead. The dollar rolled over which could give commodities a tailwind and volatility spiked before cooling off quickly. Gold and silver are consolidating and I think silver miners are flashing early warnings of more downside. Uranium got crushed across the board but I believe we're setting up for a strong bounce. Oil looks like it's forming a bull flag and natural gas surged but is now starting to roll over.   Coal and nickel are still flat but I wouldn't be surprised if we get a move higher soon. Bitcoin broke its 200-day moving average and it's looking like more weakness could be coming. I went over every chart with my red   The episode includes technical and fundamental analysis across energy, metals, and equities, plus a preview of Steve's newly released technical ana

Jason Hartman, CEO of Empowered Investor and host of the Creating Wealth Show, sits down with Steve Barton to uncover real estate strategies that remain under the radar in 2025. He shares how the ultra-low interest rates during the COVID era created a rare window for leveraged gains and how many investors failed to capitalize. Hartman introduces his concept of Packaged Commodities Investing, a framework that views real estate as an investment in globally traded materials like copper, steel, petroleum, and lumber, rather than just land and buildings.   Learn more about Jason Hartman!https://www.jasonhartman.com https://open.spotify.com/show/1fITPhO3gnJmiPkPOJ0XxH?si=d13e8385b24d4635   The conversation expands into why Hartman sees income-producing real estate as a more dynamic and profitable alternative to gold or silver. He explains his Land to Improvement ratio, a tool for targeting undervalued markets with high commodity exposure and low land risk. Hartman breaks down the differences between cyclical

Tara Christie, President and CEO of Banyan Gold, is live from the 2025 New Orleans Investment Conference. Representing one of the most talked-about gold exploration companies in Canada, Tara brings key updates on Banyan Gold's progress and what lies ahead for the Yukon-based developer. Learn more about Tara Christie!https://x.com/christie2tara https://banyangold.com https://www.linkedin.com/in/tara-christie-22846aa Banyan now holds a 7.7 million ounce gold resource, is fully financed with $42 million in cash, and has no debt. With four drills turning and year-round access, the company is aggressively targeting high-grade starter pits and expanding its footprint near existing producers like Victoria Gold. Tara outlines how only 2 percent of Banyan's 680 square kilometer land package has been explored, and reveals a new high-grade silver discovery that could add an entirely new layer of value. With strong fundamentals, increasing M&A attention, and a proven team in place, Banyan Gold is shaping up to b

In this interview from the 2025 New Orleans Investment Conference, Matt Warder of Seawolf Research lays out a high-level macro view on coal and rare earth markets. He explains how Chinese steel exports have disrupted pricing across both thermal and metallurgical coal, with met coal dropping from 600 to 175. Despite soft prices, coal stocks have sharply outperformed the broader market, benefiting from rising interest in small caps, high short interest, and rare earth exposure. Warder notes that thermal coal is still profitable domestically and points to AI-driven base load demand as a key factor supporting coal and gas going forward. Connect with Matt Warder! Twitter: https://x.com/mfwarder LinkedIn: https://www.linkedin.com/in/mfwarder/ Substack: https://substack.com/@seawolfresearch The discussion then pivots to rare earths with a focus on Ramaco Resources and its Brook Mine in Wyoming, which contains rare earths within its clay zones. Warder highlights the growing importance of Western nations develop

Jordan Roy-Byrne sat down with Steve Barton at the 2025 New Orleans Investment Conference to discuss the shifting tides in global markets. Drawing comparisons to the late 1960s, Roy-Byrne pointed to a secular bear market in bonds as capital steadily exits fixed income and begins flowing into gold and stocks. He outlined why gold's performance relative to the S&P 500 is the most important chart to watch and emphasized that once gold breaks above key resistance on that ratio, the move to five thousand and beyond becomes highly likely. Silver could also accelerate toward one hundred in that scenario.   https://x.com/TheDailyGold https://www.linkedin.com/in/jordan-roy-byrne-cmt-mfta-84b15b351   They explored near-term correction levels for both metals with Roy-Byrne identifying thirty-six hundred to thirty-seven hundred as key zones to watch for gold and low forties as a potential base for silver. He stressed the importance of using ratio charts to track intermarket flows and explained why technical anal

In this week's feature from the New Orleans Investment Conference 2025, Darrell Thomas of the Money Levels Show and VRIC Media joins Steve Barton for a deep discussion on the shifting global economy. Darrell outlines how the world is being reshaped by rising East-West tensions and the breakdown of long-standing trade relationships. He points to the escalating US national debt and unfunded entitlements as signals of an unavoidable surge in deficit spending and inflation. These conditions, according to Darrell, set the stage for hard assets like gold to outperform. He explains how tokenization is modernizing gold ownership and forecasts a major currency reset with gold potentially being revalued as high as $50,000.   Learn More about Darrell Thomas! https://www.youtube.com/@TheMoneyLevelsShow https://www.youtube.com/@vricmedia   The conversation moves into strategy as Darrell reveals recent profit-taking from uranium positions and a shift into larger-cap gold equities like Wheaton and Franco-Nevada. He sees opp

In this week's Monday Market Moves, I break down major shifts across the commodity landscape. The S&P 500 hit a new high before fading slightly, while the DXY gained 0.8% and approaches key resistance. Yields ticked higher, but downside pressure may be building. The VIX rose 6.5%, flashing early risk-off signals. Gold and silver ended the month with bearish closes—gold showing a topping tail and silver looking weak technically. I walked through key Fibonacci retracement levels and stressed stacking physical metals first before diving into miners and leveraged setups. Uranium jumped over 6% as the Sprott Trust added 550,000 pounds of U₃O₈ and held well above its 200-day moving average. Copper stayed strong, trading above $5, while COPX showed signs of a triple bottom. Oil is consolidating into a bullish flag and could make a run at $68. Natural gas reversed sharply, surging 24.8% to wipe out the prior bearish structure. Coal paused, platinum kept flagging lower, and palladium formed a clean cup and handl