Why Mining Stock Monkey Would Buy Royal Gold Over Franco Nevada

    Jordan Rusche of Mining Stock Monkey is back to analyze today’s biggest opportunities and risks. Get 25% off Mining Stock Monkey VIP. Limited to 25 sign-ups or 48 hours, whichever comes first: https://miningstockmonkey.com/products/vip?promo=MAY25IITWI

    Bonus Premium Episode: https://stevebarton.substack.com/p/mining-stock-monkey-the-copper-trap?r=1un5br

    Recording Date 5-12-2026. In this episode, Jordan breaks down why many major gold producers may now carry poor risk reward despite rising gold prices, what is really happening behind B2Gold’s recent earnings surge, and why Royal Gold could be one of the most misunderstood royalty companies in the sector. Jordan also explains why Wheaton Precious Metals remains one of his favorite long term silver investments and discusses the growing importance of diversification, cash flow quality, and operational execution in the mining space.

    Jordan explores oil markets, geopolitical risks, and how global supply disruptions could impact commodity prices moving forward. Jordan explains why he remains cautious on oil equities despite bullish macro headlines and discusses how energy markets could reverse sharply once geopolitical tensions ease. The episode also features an extensive discussion on Royal Gold’s long term production growth, misunderstood valuation, and why royalty and streaming companies may offer safer exposure to precious metals compared to traditional miners.

    Key Insights in this episode
    ✅ Major gold miners may now offer weak risk reward after the massive gold rally
    ✅ B2Gold delivered strong free cash flow but operational risks still remain
    ✅ Royal Gold could be undervalued due to misunderstood growth and diversification
    ✅ Wheaton Precious Metals remains Jordan’s top long term silver exposure
    ✅ Oil stocks may face downside once geopolitical tensions begin to normalize
    ✅ Jordan’s research edge comes from deeply studying mining company filings

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    Chapters:
    00:00 Introduction To Gold Stock Opportunities And Risks
    01:49 B2Gold Earnings Surge And Operational Concerns
    05:53 Newmont Agnico Eagle And Gold Cost Pressures
    08:00 Royal Gold Pueblo Viejo Silver Stream Update
    09:58 Great Bear Royalties And Royal Gold Growth Potential
    11:42 Core Mining Valuation Risks In Silver Stocks
    12:35 Silver Crown Royalties And Honey Badger Silver
    13:04 Jordan’s Top Long Term Silver Stock Pick
    14:12 VSLA Mexico Project Delays And Security Risks
    16:03 Oil Market Risks And Energy Stock Outlook
    18:28 Devon Energy Merger And Hedging Strategy
    21:50 Gold Developers Mergers And Acquisition Trends
    23:35 Newmont Versus Agnico Eagle Stock Comparison
    24:21 Wheaton Precious Metals Versus Franco Nevada
    25:10 Jordan Rusche Mining Research Process Explained
    27:57 SSR Mining Turkey Risks And Strategic Review
    30:04 Why Royal Gold May Be Deeply Undervalued
    37:56 Mining Stock Monkey Research Service Offer
    39:45 Premium Discussion Copper Risks Royalties And Commodities

    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.

    #JordanRusche #MiningStockMonkey #GoldStocks #SilverStocks #RoyalGold #WheatonPreciousMetals #BarrickGold #Newmont #AgnicoEagle #B2Gold #GoldInvesting #SilverInvesting #MiningStocks #CommodityMarkets #OilStocks #DevonEnergy #RoyaltyCompanies #CopperStocks #ResourceInvesting #PreciousMetals #SteveBarton #InItToWinIt

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