Mining analyst Jordan Rusche from The Mining Stock Monkey breaks down the current state of the gold, silver, and copper markets, explaining why the decade-long bull run in precious metals looks mature yet still has explosive upside potential. He discusses central bank buying, silver stock risks after parabolic moves, copper’s recession-driven downside risk, and why royalty companies like Royal Gold and Altius Minerals continue to outperform traditional miners. Rush also covers B2Gold’s management issues, Equinox Gold’s overlooked catalysts, and where he sees the best risk-reward opportunities heading into 2026 across gold, silver, copper, oil, nickel, and lithium.
Substack:https://miningstockmonkey.substack.com/)
Follow Jordan on X:@miningstockguy

🗓️ Recording date: February 23 , 2026

📖 Chapters
00:00 Intro
01:10 – Gold & Silver Market Overview
02:30 – Is the Bull Market Mature?
03:50 – Macro Drivers & Precious Metals Outlook
04:40 – Risks in Silver Stocks
05:25 – Royal Gold Deep Dive
08:50 – B2Gold Problems & Management Changes
14:00 – Equinox Gold Catalysts
17:30 – Security Situation in Mexico
20:00 – Why Rush Loves Altius Minerals
23:20 – Copper, Uranium, Oil & Nickel Outlook
27:00 – 2026 Mining Equities Base Case
29:00 – Stocks Rush Wants to Buy Next
31:00 – How to Follow Jordan Rush
32:00 – Closing Thoughts