Videos Of The Week
Millennial Potash, The Choice Between AI Dominance And The Real Value Of The Treasury Market & A Lightning Round Look At Markets In 2026
It’s been an interesting week in markets, and the podcast guest I have lined up for tomorrow should help answer some questions on precious metals as we look ahead to 2026. I have three videos this week, but I wanted to mention a fourth that is worth a watch for any political junkies out there. It was Piers Morgan’s interview of Nick Fuentes, and I definitely want to recommend Peter McCormack’s pieces (part 1 is below), even if you don’t have time to watch the full interview. He lays out a coherent argument and explains the generational gap and the issues that cause it, and he probably did a better job than I did in my late night Twitter thread rant.
The first video on broader financial markets was far and away the best video I watched this week. If you want a look at the intersection of the AI race, the US reshoring the industrial base, and the real value of the US Treasury market, that one is for you. The last one is a lightning round look at financial markets, mainly focused on commodities, with a bunch of different hedge fund managers. They share some interesting individual stock ideas while they are at it.
For anyone interested in Millennial Potash, I wanted to share the post below and the short video. The post from the company is their outlook for potash in 2026, and for anyone that owns the stock or is interested in the company, it’s worth the two minutes it takes to read. Also, it’s worth remembering that the video was paid for by the company, but they talk a little bit more about the feasibility study, environmental study, and what they company has in store for 2026.
Monetary Matters w/ Luke Gromen
For the 30,000 foot view of financial markets, this one is a must watch. Gromen lays out why the US has to focus on the AI race with China and reshoring our industrial base, and why policy makers will probably sacrifice the dollar and Treasury market to do it. The US has to choose a path, because we can’t have our cake and eat it too. He points out that we have to reverse the cycle of the last several decades (US trades dollars for goods with foreign countries, and they recycle the dollars into our capital markets), because it has hollowed out our industrial base and large swaths of the country’s middle class.
We also have to address the grid, the supply chain for rare earths and other physical materials, along with the AI race, but you can’t do all of that and without creating issues for Treasuries. They also talk about policy uncertainty, and how it is extremely difficult for large businesses to pull the trigger on factories or large scale industrial projects that payback over decades. They also talked about gold, silver, and bitcoin. He talked about gold be the safe haven asset that wins during inflation and deflation, and how it’s the only asset on the board that does that. They also covered silver, but he shared a couple reasons he is more pessimistic on bitcoin now than he was several months ago. They covered a lot of ground, but this one should be at the top of the queue if you haven’t watched it already.
Money Of Mine - Best Picks For 2026 (Part 1 & 2)
I don’t have a long summary for this two part video. They invited a bunch of fund managers on to answer four rapid fire questions:
Their highest conviction call, often individual ideas.
Their most non-consensus view.
What they think the best performing commodity will be in 2026.
What they think the worst performing commodity will be in 2026.