EPISODE · Feb 12, 2026 · 41 MIN
$5,000 gold isn’t a lifeline: The Wealthy Miner's Robert Bruggeman on why most resource stocks still don’t work
from Mining Stock Daily · host Trevor Hall
In this episode of Mining Stock Daily, host Michael McCrae speaks with The Wealthy Miner's Robert Bruggeman about the macro forces driving what he calls a potential mining super-cycle. Bruggeman was an equity analyst and mining executive. He was chairman of Abra Silver, which he saw from a C$5 million market to over $2 billion today. He now writes for The Wealthy Miner.Bruggeman outlines how U.S. dollar debasement, surging government debt, AI-driven infrastructure demand, and destabilized global trade are reshaping capital flows into gold, copper, and select strategic minerals. He explains why senior gold producers trading near 7x forward EBITDA may still be undervalued, why most juniors will fail despite higher metal prices, and why near-term producers and genuine discovery stories offer the best risk-reward. The conversation also explores the emerging impact of gold-backed stablecoins as a new source of demand, the long-term structural case for copper, and the risks that could derail the bull market in 2026.
What this episode covers
In this episode of Mining Stock Daily, host Michael McCrae speaks with The Wealthy Miner's Robert Bruggeman about the macro forces driving what he calls a potential mining super-cycle. Bruggeman was an equity analyst and mining executive. He was chairman of Abra Silver, which he saw from a C$5 million market to over $2 billion today. He now writes for The Wealthy Miner.Bruggeman outlines how U.S. dollar debasement, surging government debt, AI-driven infrastructure demand, and destabilized global trade are reshaping capital flows into gold, copper, and select strategic minerals. He explains why senior gold producers trading near 7x forward EBITDA may still be undervalued, why most juniors will fail despite higher metal prices, and why near-term producers and genuine discovery stories offer the best risk-reward. The conversation also explores the emerging impact of gold-backed stablecoins as a new source of demand, the long-term structural case for copper, and the risks that could derail the bull market in 2026.
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$5,000 gold isn’t a lifeline: The Wealthy Miner's Robert Bruggeman on why most resource stocks still don’t work
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