Uploaded July 2026 | Updated September 2026, 1 week ago
Commodities just hit their lowest level against financial assets in 55 years.
In this conversation, GoldSilver's Maggie Lake sits down with Rob McEwen, founder of Goldcorp and Chairman and Chief Owner of McEwen Inc., live from the floor of the Rick Rule Symposium. With gold pulling back after its run earlier in the year, McEwen makes the case that this is the start of a commodities cycle, not the end of one.
Rob lays out why mining stocks sit at just 2% of global equity, down from 10 to 12% through most of the last century, and why closing that gap could mean a 5X move in commodity prices. He explains why carmakers and central banks are quietly buying up metal, and why the major miners have no growth pipeline left to feed the demand.
You'll learn:
Why commodities are at a 55-year low against the S&P 500, and what usually happens next
How mining stocks fell to 2% of global equity from a historical 10 to 12%
Why carmakers like Stellantis and Volkswagen are buying directly into copper mines
What Henry Ford's vertical integration playbook signals about the decade ahead
Why the senior miners cut exploration and now have to buy their growth through M&A
What it will actually take to pull institutional money back into the sector
Why Rob takes a $1 a year salary with $290 million of his own money on the line
Buy Precious Metals at: goldsilver.com
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As always, thank you for your support.
The GoldSilver Team
Commodities just hit their lowest level against financial assets in 55 years.
In this conversation, GoldSilver's Maggie Lake sits down with Rob McEwen, founder of Goldcorp and Chairman and Chief Owner of McEwen Inc., live from the floor of the Rick Rule Symposium. With gold pulling back after its run earlier in the year, McEwen makes the case that this is the start of a commodities cycle, not the end of one.
Rob lays out why mining stocks sit at just 2% of global equity, down from 10 to 12% through most of the last century, and why closing that gap could mean a 5X move in commodity prices. He explains why carmakers and central banks are quietly buying up metal, and why the major miners have no growth pipeline left to feed the demand.
You'll learn:
Why commodities are at a 55-year low against the S&P 500, and what usually happens next
How mining stocks fell to 2% of global equity from a historical 10 to 12%
Why carmakers like Stellantis and Volkswagen are buying directly into copper mines
What Henry Ford's vertical integration playbook signals about the decade ahead
Why the senior miners cut exploration and now have to buy their growth through M&A
What it will actually take to pull institutional money back into the sector
Why Rob takes a $1 a year salary with $290 million of his own money on the line
Buy Precious Metals at: goldsilver.com
Learn about Gold & Silver: goldsilver.com/learn
Subscribe to our channel: youtube.com/c/goldsilver?sub_confirmation=1
Get Essential Gold & Silver News—Delivered Twice a Week: goldsilver.com/join-our-newsletter
Follow us on Twitter: twitter.com/GoldSilver_com
Follow us on Facebook: facebook.com/GoldSilverDotCom
As always, thank you for your support.
The GoldSilver Team
