Uploaded May 2026 | Updated September 2026, 2 weeks ago
Don Durrett joins Darrell to break down why he remains aggressively bullish on gold and silver, even as both metals pull back from recent highs. Durrett argues that short-term corrections are buying opportunities, with gold leading the precious metals cycle and silver positioned to outperform if gold continues higher. He connects the metals thesis to rising government debt, inflation, money supply growth, and what he sees as a coming financial reset. The conversation also moves into mining equities with Durrett giving his take on select companies while explaining how he evaluates them.
Check out Don's work:
https://x.com/DonDurrett
goldstockdata.com
amazon.ca/stores/Don-Durrett/author/B003YAR5YM?ref=ap_rdr&shoppingPortalEnabled=true
Brought to you by US Gold Corp (NASDAQ: USAU)
usgoldcorp.com
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH9
Sign up for Jay’s newsletter at 2ly.link/211gx
0:00 - Introduction
0:29 - Gold and Silver Pull Back From Recent Highs
2:08 - Silver’s 200-Day Moving Average and Downside Range
4:21 - Why Gold and Silver Remain Buy-the-Dip Assets
9:07 - China’s Silver Imports and Shrinking Exports
11:03 - Silver Price Targets if Gold Reaches $7,000–$10,000
15:02 - Government Debt and the Doom Loop Thesis
19:55 - Why Policymakers Are Managing Growth Over Inflation
22:03 - Passive Investing, Market Instability, and Recession Risk
25:11 - Money Supply, Inflation, and the Limits of Printing
30:22 - Equinox and Orla: Why the Deal Makes Sense
31:51 - Don’s Strategy for Mining Companies
36:06 - Equinox’s Production Growth and Canadian Gold Exposure
39:51 - Dakota Gold and Development-Stage Risk
42:18 - Vista Gold’s Upside and Acquisition Risk
45:30 - First Majestic and Silver Producer Valuations
49:02 - Coeur Mining and Endeavour Silver as Asymmetric Plays
50:23 - Vizsla Silver’s Development Potential
57:07 - Don Runs the Numbers on Vizsla Silver
1:00:03 - Don’s Tools, Database, Forum, and Book
Copyright © 2026 Cambridge House International Inc. All rights reserved.
Don Durrett joins Darrell to break down why he remains aggressively bullish on gold and silver, even as both metals pull back from recent highs. Durrett argues that short-term corrections are buying opportunities, with gold leading the precious metals cycle and silver positioned to outperform if gold continues higher. He connects the metals thesis to rising government debt, inflation, money supply growth, and what he sees as a coming financial reset. The conversation also moves into mining equities with Durrett giving his take on select companies while explaining how he evaluates them.
Check out Don's work:
https://x.com/DonDurrett
goldstockdata.com
amazon.ca/stores/Don-Durrett/author/B003YAR5YM?ref=ap_rdr&shoppingPortalEnabled=true
Brought to you by US Gold Corp (NASDAQ: USAU)
usgoldcorp.com
Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: linkly.link/26yH9
Sign up for Jay’s newsletter at 2ly.link/211gx
0:00 - Introduction
0:29 - Gold and Silver Pull Back From Recent Highs
2:08 - Silver’s 200-Day Moving Average and Downside Range
4:21 - Why Gold and Silver Remain Buy-the-Dip Assets
9:07 - China’s Silver Imports and Shrinking Exports
11:03 - Silver Price Targets if Gold Reaches $7,000–$10,000
15:02 - Government Debt and the Doom Loop Thesis
19:55 - Why Policymakers Are Managing Growth Over Inflation
22:03 - Passive Investing, Market Instability, and Recession Risk
25:11 - Money Supply, Inflation, and the Limits of Printing
30:22 - Equinox and Orla: Why the Deal Makes Sense
31:51 - Don’s Strategy for Mining Companies
36:06 - Equinox’s Production Growth and Canadian Gold Exposure
39:51 - Dakota Gold and Development-Stage Risk
42:18 - Vista Gold’s Upside and Acquisition Risk
45:30 - First Majestic and Silver Producer Valuations
49:02 - Coeur Mining and Endeavour Silver as Asymmetric Plays
50:23 - Vizsla Silver’s Development Potential
57:07 - Don Runs the Numbers on Vizsla Silver
1:00:03 - Don’s Tools, Database, Forum, and Book
Copyright © 2026 Cambridge House International Inc. All rights reserved.
