I sat down with Fabi Lara, author of The Next Big Rush, for a deep-dive into her 2026 commodity outlook covering gold, silver, uranium, copper, oil, lithium, nickel and more. Fabi shares her bullish and bearish calls, why gold miners are becoming “cash machines,” the real risks behind the current gold rally, silver’s emotional boom-and-bust cycle, and why uranium remains one of the strongest long-term setups. She also breaks down how she evaluates junior mining companies, what makes great management, the most overlooked due-diligence steps, and the undervalued mining stocks on her radar. If you invest in commodities, mining stocks, or critical minerals, this interview is packed with actionable insights.
The Next Big Rush website: https://www.thenextbigrush.com/

🗓️ Recording date: February 20, 2026

📖 Chapters
0:00 Intro
01:30 – Fabi’s 2026 commodity outlook (quickfire round)
03:10 – Gold: why miners are turning into cash machines
06:20 – Risks and what could derail the gold bull market
11:25 – Silver’s wild moves: pros, cons & investor behavior
14:40 – Uranium: why Fabi is still extremely bullish
17:35 – Portfolio strategy: taking profits & current holdings
20:40 – Uranium names Fabi is watching next
21:45 – Copper outlook: supply crunch & demand realities
25:10 – How Fabi evaluates CEOs and mining leadership
26:55 – What serving on a board taught Fabi about the industry
30:05 – How to navigate conflicting company narratives
32:00 – Most overlooked due-diligence mistakes
33:10 – Key metrics for junior uranium companies
34:55 – Undervalued mining stocks Fabi likes now