Analysts, podcasts, channels, and books worth your time in the gold and resource world.
Analysts Worth Following
Rick Rule
@RickRule_Invest · ruleinvestmentmedia.com
Legendary resource investor and founder of Sprott US Holdings. Over 40 years in natural resource investing. Known for contrarian, deep-value analysis of junior mining stocks and his annual "State of the Resource Market" talks. One of the most respected voices in the sector.
Billionaire Canadian investor and founder of Sprott Inc. One of the most influential voices in precious metals. Built one of the world's top precious metals asset management firms. Known for his silver bull thesis and deep knowledge of junior mining. Active investor in hundreds of junior companies.
CEO of Euro Pacific Capital and long-time gold bull. Famous for predicting the 2008 financial crisis. Advocates for gold as monetary insurance against dollar debasement. Runs SchiffGold, a precious metals dealer, and hosts a weekly podcast. Known for sharp macroeconomic commentary.
Author of "The New Case for Gold" and "Currency Wars." Former Pentagon and CIA advisor. Expert on monetary policy, international finance, and the geopolitics of gold. Argues for gold at $10,000+ based on a return to partial gold backing of major currencies. Deeply researched macro perspective.
CEO of First Majestic Silver and founder of First Mining Gold. One of the most prominent voices in the silver market. Publicly advocates for triple-digit silver prices based on supply/demand fundamentals and monetary history. Known for his sharp criticism of paper silver markets and his bullish case for the metal.
Weekly podcast from Sprott Money featuring interviews with top resource analysts, fund managers, and mining executives. Gold, silver, and macro focus. One of the most consistently high-quality voices in the sector.
Hosted by Bill Powers, this podcast focuses on junior mining investment with interviews with management teams, geologists, and investors. Highly educational for anyone new to mining stock investing.
Long-form interviews with mining company CEOs, resource fund managers, and macro analysts. Palisade Capital's Collin Kettell hosts some of the sector's best conversations. Strong junior mining coverage.
Broad financial research firm with dedicated precious metals and resource coverage. Features analysts like Porter Stansberry and Dave Lashmet. Good mix of macro and sector-specific analysis for self-directed investors.
Daily market videos, expert interviews, and live gold price commentary. One of the highest-volume precious metals channels.
▶ GoldSilver (Mike Maloney)
Educational series on monetary history, gold and silver investing. Mike Maloney's "Hidden Secrets of Money" is essential viewing for new precious metals investors.
▶ Sprott Money
Video interviews, market updates, and educational content from one of Canada's top precious metals companies.
▶ Peter Schiff's Channel
Weekly video commentary on macro, Fed policy, and gold. Sharp, opinionated, and consistently contrarian. Essential if you want a bearish-dollar, pro-gold perspective.
▶ CEO.ca TV
Canadian-focused mining stock interviews and market commentary. Strong TSX-V coverage with founder Frank Giustra connections.
▶ Rule Investment Media
Rick Rule's video interviews and conference presentations. Deeply educational on how to evaluate resource companies, management, and projects.
Essential Reading
Book
The New Case for Gold
by James Rickards
The definitive modern argument for gold as monetary reserve and portfolio insurance. Rickards draws on his experience advising the Pentagon and CIA to explain why gold will reassert its role in the global monetary system.
The most accessible introduction to precious metals investing. Maloney traces monetary history from ancient Rome to the modern Federal Reserve and explains why he believes gold and silver are the most undervalued assets on the planet.
A deep investigation into global currency devaluation, trade wars, and the historical role of gold in international finance. Essential context for understanding why major powers are hoarding gold today.
A collection of academic and policy papers examining historical gold standards, their strengths and weaknesses, and the debate around returning to commodity-backed monetary systems. Available free from the World Gold Council.