EPISODE · Jul 11, 2026 · 18 MIN
Nomi Prins Just Revealed the Commodity Trade That Could Make Millions
from In it to Win it · host Steve Barton
Dr. Nomi Prins, renowned macroeconomist, geopolitical financial expert, former Wall Street executive, bestselling author, and founder of Prinsight Global. 👉 Rule Symposium 2026 https://cvent.me/XOqdLa?via=inittowinit 👉 https://prinsights.substack.com 👉 https://www.pascoresources.com 📩 4th of July Firecracker Sale on Premium Service 15% Off 📈 Technical Analysis for Beginners - 15% Off Discount code is FIRE15 🌎 Travel Channel Recording Date 7-9-2026. In this episode, Nomi explains why recent geopolitical tensions temporarily distorted commodity prices while underlying physical demand remains exceptionally strong. She argues that falling oil prices should ease inflation concerns, allowing gold and silver to recover after being pressured by inflation-driven market narratives. We also examine why copper continues to signal resilient industrial demand and why uranium remains one of the strongest long-term investment themes despite receiving little mainstream attention. I also ask Nomi about the growing disconnect between paper commodity markets and physical supply, particularly in silver, where ETF trading volumes vastly exceed annual mine production. She explains how algorithmic trading has amplified short-term volatility while real industrial demand has stayed intact. We then discuss Federal Reserve policy, inflation expectations, quantitative tightening, and why she believes interest rates are likely to remain on hold rather than move significantly lower this year. Finally, I challenge Nomi to build a portfolio from scratch, and she reveals her highest-conviction investment ideas, placing uranium miners, copper developers, silver producers, and quality gold developers at the top of her list while avoiding cash, Treasury bonds, and traditional energy stocks at current valuations. Key Insights In This Episode ✅ Falling oil prices should reduce inflation pressure and improve sentiment for precious metals. ✅ Copper prices continue signaling strong industrial demand despite macro uncertainty. ✅ Uranium miners remain significantly undervalued relative to rising long-term uranium contract prices. ✅ Physical silver demand remains strong while paper trading continues to distort price discovery. ✅ The Federal Reserve is likely to maintain interest rates unless economic conditions deteriorate sharply. ✅ Nomi Prins favors uranium equities, copper developers, silver producers, and junior gold developers over cash and Treasury bonds. Tools for Success that I Love and find Helpful / Affiliates: Technical Analysis Series Rule Symposium 2026 Rule Classroom (Free) Rule Classroom Plus (2 Free Months) TradingView (Free) Lobo's Weekly Recap (Free) Uranium Insider Newsletter Chapters 00:00 Welcome And Macro Outlook 01:41 Inflation Outlook And Commodities 04:10 Uranium Investment Opportunity 05:51 Uranium Miners And Market Timing 07:08 Paper Versus Physical Silver 12:14 Federal Reserve And Interest Rates 15:42 Best Portfolio Allocation Today 17:50 Where To Follow Nomi Prins DISCLAIMER: I am not a financial advisor. This is not financial advice. I only express my opinion based on my experience, and your experience may be different. These videos are for educational and motivational purposes only. Investing of any kind involves risk. Do your own due diligence. Every investment and bet comes with the risk that your capital could go to zero. WHAT I DO: I spread out my investments. It's not all on one thing. For every bet that I make, I devote one hour of study per month to that investment. I keep the number of bets to what I can feasibly study. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, the show may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion. I recommend them because they are helpful and useful, not because I am looking for the small commission. Thank you for using the links. #InItToWinIt #SteveBarton #NomiPrins #SteveBarton #Gold #Silver #Copper #Uranium #Commodities #Investing #MacroEconomics #Inflation #FederalReserve #InterestRates #GoldStocks #SilverStocks #UraniumStocks #CopperStocks #MiningStocks #EnergyMarkets #PreciousMetals #RuleSymposium
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Nomi Prins Just Revealed the Commodity Trade That Could Make Millions
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