Metals and Miners, Released on 5/25/26

Dr. Nomi Prins (former Goldman Sachs partner & founder of Prinsights Global) returns to the Metals and Miners pod on 5/22 to deliver her clearest analysis yet on the current market setup, rising yields, exploding debt, energy security, and massive opportunities in uranium, gold, silver, copper, and critical metals.With the Strait of Hormuz still heavily restricted, inflation rising, and the bond market under pressure, Nomi explains why smart money is rotating into hard assets and why this environment favors selective commodity and mining investments.

00:00 – Introduction
00:59 – Long-term investment philosophy in hard assets
02:33 – Market setup: Record highs, narrow breadth, cash on sidelines
05:12 – Liquidity concerns & Strait of Hormuz impact
10:33 – Uranium & nuclear energy as the biggest winner
15:25 – Inflation outlook: Why it won’t repeat 1970s or 2021-22
23:30 – Bond market, rising yields & Kevin Warsh Fed
27:28 – US Debt crisis & why foreign buyers are disappearing
32:24 – Tech hyperscalers, higher cost of capital & market rotation
37:15 – Gold, silver & uranium price forecasts
39:26 – Supply deficits & the mining capex inflection point
48:13 – 2026 outlook for metals & mining
50:52 – Final key takeaway

Nomi Prins is an American author, journalist, and Senior Fellow at Demos. She has worked as a managing director at Goldman-Sachs and as a Senior Managing Director at Bear Stearns, as well as having worked as a senior strategist at Lehman Brothers and analyst at the Chase Manhattan Bank. Prins is known for her books All the Presidents’ Bankers: The Hidden Alliances that Drive American Power, Collusion: How Central Bankers Rigged the World and Permanent Distortion: How the Financial Markets Abandoned the Real Economy Forever. She publishes articles on her Substack which is called Prinsights.

  economy, energy, gold, investing, silver, uranium, us debt