Peter Grandich joins us for discussion about the growing risks facing financial markets, persistent inflation, the US debt crisis, gold, silver, uranium stocks, and the outlook for mining equities heading into 2027. With more than four decades of market experience, Peter explains why he believes today's stock market is in worse shape than during previous major market tops, including 2000 and 2008, and why a future downturn could be harder and longer-lasting. We discuss rising bond yields, America's $40 trillion debt burden, stagflation risks, central bank gold accumulation, China's growing appetite for physical gold, and whether gold and silver still offer compelling opportunities. Peter also explains why he believes uranium stocks are extremely oversold, why the fundamentals for nuclear energy remain strong, and why the period through the end of 2026 could present a major accumulation opportunity for uranium, gold, silver, and mining stocks. Finally, we explore whether capital could rotate from AI and technology stocks into precious metals and mining equities in 2027, and why investors should focus on long-term fundamentals rather than short-term market noise.

🗓️ Recording date: October 22, 2026

📖 Chapters
00:00 Intro
00:25 – Inflation, Gold and Bond Yields
05:04 – How Today's Stock Market Has Changed
06:48 – The US Debt Crisis
09:55 – Stagflation and Investment Opportunities
14:08 – AI Stocks vs. Mining Stocks
16:16 – Is the Market in Worse Shape Than 2000 and 2008?
18:04 – Gold, Central Banks and Fiat Currencies
21:49 – Silver: Is $100 the Next Target?
23:27 – Uranium Stocks: A Major Buying Opportunity?
26:53 – Could Mining Stocks Benefit From an AI Sell-Off?
28:56 – Why 2027 Could Be a Big Year for Mining
29:44 – Peter Grandich's Final Advice