Pinnacle Digest

Is the United States finally approaching the point where the cycle can’t be saved?

For decades, every crisis has ended the same way: the Federal Reserve steps in, liquidity floods the system, and markets recover. But according to macro strategist David Hunter, that playbook may be reaching its limits.

With Kevin Warsh emerging as a potential new Federal Reserve chair, markets could face a very different response. Hunter actually believes Warsh may be the strongest appointment possible.

Hunter expects the Fed will ultimately be forced to print $10 to $20 trillion to stabilize the system. The critical question isn’t if they intervene… It’s when.

Alex argues that a more disciplined Fed leadership could delay intervention long enough to allow the crisis to deepen first, potentially pushing markets over the edge before the inevitable rescue begins.

If the Fed waits too long, the next bailout may be bigger than anything investors have seen.

So, the real risk may not be the crisis, but the timing of the response.

Watch the FULL podcast here:
www.youtube.com/watch?v=mwiGH5DxzDg


#federalreserve #davidhunter #macroeconomics #usdebtcrisis #moneyprinting #economiccrisis #marketoutlook #recessionwatch #centralbanks #LiquidityCycle #financialmarkets #macroinvesting #dollarsystem #globaleconomy


👉 This content is for informational purposes only and does not constitute financial advice.


👉 If you enjoy our content, don’t just watch - be in the know. Subscribe to Pinnacle Digest’s weekly newsletter for bold insights on markets, money, and commodities: https://pinnacledigest.com/


Disclaimer: The content in this video must not be construed as tax, legal, insurance, financial advice, or other & may be outdated or inaccurate. This video does not provide a complete overview of the subject matter discussed. Pinnacle Digest, including its video commentators, are not a registered broker-dealer or financial advisors. Before investing in anything, consult your financial advisor, tax advisor, and other relevant industry professionals.

A few years ago, calling for $75 silver sounded unrealistic.

Years ago, when silver was trading in the low $30s, David Hunter made that call and publicly set the target. Once momentum arrived, the move accelerated and blew past his target.

This clip is a reminder of one of the hardest truths in markets:

The biggest opportunities almost always feel wrong at the start.

Real performance doesn’t come from consensus. It comes from conviction, patience, and understanding macro cycles before the crowd catches on.

Silver’s breakout may be less about price and more about a changing global monetary environment, tightening physical supply, and rising investor demand for hard assets.

Sometimes the market laughs first… and confirms later.


#silver #preciousmetals #silverprice #commodities #goldandsilverinvesting #macroinvesting #marketcycles #contrarianinvesting #resourceinvesting #miningstocks #inflationhedge #soundmoney #wealthpreservation

👉 This content is for informational purposes only and does not constitute financial advice.


👉 If you enjoy our content, don’t just watch - be in the know. Subscribe to Pinnacle Digest’s weekly newsletter for bold insights on markets, money, and commodities: https://pinnacledigest.com/


Disclaimer: The content in this video must not be construed as tax, legal, insurance, financial advice, or other & may be outdated or inaccurate. This video does not provide a complete overview of the subject matter discussed. Pinnacle Digest, including its video commentators, are not a registered broker-dealer or financial advisors. Before investing in anything, consult your financial advisor, tax advisor, and other relevant industry professionals.

Rick Rule has reviewed nearly 100,000 investor portfolios over more than three decades in the mining business. In this conversation, he shares the hard lessons most investors never learn about capital allocation, patience, and why even smart investors often sabotage their own success.

From the 80/20 rule in mineral exploration to the reality behind ten-bagger mining stocks, Rule explains why wealth in mining concentrates among a very small group of operators and investors. He also discusses one of the biggest mistakes investors repeatedly make when trying to profit from long-term commodity trends like copper shortages, gold cycles, and resource scarcity.

If you invest in mining stocks, gold, copper, natural resources, or cyclical markets, this conversation offers timeless insight into strategy, time horizons, and identifying elite operators.

Full podcast here: https://www.youtube.com/watch?v=s3zRaGWEo5w

📌 Topics Covered:
• Why only a small percentage of investors capture most mining wealth
• The biggest mistake Rick Rule sees across thousands of portfolios
• How patience separates winners from losers in resource investing
• Copper supply shortages and long-term commodity cycles
• The psychology behind ten-bagger mining investments

Visit Rick Rule online: https://www.ruleinvestmentmedia.com/

🎙️ About Pinnacle Digest

Pinnacle Digest is one of Canada’s longest-running investing newsletters focused on global macroeconomics, commodities, and natural resource investing.

Visit Pinnacle Digest and subscribe to our newsletter for exclusive insights: https://pinnacledigest.com/

⚠️ Guest views are their own and do not represent the views of Pinnacle Digest. Conduct independent due diligence and consult a licensed financial advisor before investing. This video is for informational purposes only and should not be considered investment advice. Always conduct your own research and consult a licensed financial professional before making investment decisions.

#rickrule #miningstocks #goldinvesting #copper #commodityinvesting #ResourceStocks #investingmistakes #macroinvesting

Everyone watches gold and silver.

Meanwhile, gallium has quietly outperformed not only precious metals but also almost everything over the past eight years.

In 2018, gallium traded around $274 per kilo.

Today, it’s over $2,100 per kilo.

What's more, China produces roughly 98–99 percent of the world’s primary low-purity gallium supply. In late 2024, Beijing imposed export bans and controls that rattled global markets before partially reversing course. But the message was clear: supply can be weaponized. And, without a secure domestic source, the West is vulnerable.

Gallium isn’t decorative. It’s foundational.

It’s used in:
• AI chips and advanced semiconductors
• Satellite communications
• Radar systems
• Missile defense systems
• Electronic warfare
• Next generation military technology

Gallium arsenide and gallium nitride are critical for high-frequency, high-power defense electronics. Without it, modern defense systems simply do not function at scale.

This is not just a tech story.
This is geopolitics.
This is supply chain leverage.

As AI demand explodes and global defense spending rises, gallium may be one of the most strategic materials of the decade.

The metal nobody had even heard of has become impossible to ignore.


#gallium
#criticalminerals
#supplyshock
#defenseindustry
#aimetal
#ChinaControls
#StrategicMetals
#TechSupplyChain
#commodities
#geopolitics


👉 This content is for informational purposes only and does not constitute financial advice.


👉 If you enjoy our content, don’t just watch - be in the know. Subscribe to Pinnacle Digest’s weekly newsletter for bold insights on markets, money, and commodities: https://pinnacledigest.com/


Disclaimer: The content in this video must not be construed as tax, legal, insurance, financial advice, or other & may be outdated or inaccurate. This video does not provide a complete overview of the subject matter discussed. Pinnacle Digest, including its video commentators, are not a registered broker-dealer or financial advisors. Before investing in anything, consult your financial advisor, tax advisor, and other relevant industry professionals.

Rick Rule shares his perspective on where we are in the current gold cycle, why the “easy money” may already be behind investors, and why long-term concerns about fiat currency purchasing power continue to support the case for owning gold.

In this clip, Rick discusses gold ownership trends, inflation risk, and the potential impact of declining currency purchasing power on asset prices over the next decade.

This is a shortened excerpt from a longer Pinnacle Digest conversation focused on macroeconomics, commodities, and capital markets. Original recording was on January 12, 2026. Full pod here: https://www.youtube.com/watch?v=s3zRaGWEo5w

⚠️ This video is for informational and educational purposes only and does not constitute investment advice. Opinions expressed are those of the guest at the time of recording. Always conduct your own research or consult a licensed financial advisor before making investment decisions.

#Gold #RickRule #USDollar #Macro #Inflation #PreciousMetals

Emmanuel Lemelson is a hedge fund CIO and Greek Orthodox priest who’s publicly called gold and silver a trap. Lemelson believes gold is a bubble, and says the gold and silver trade has turned into a crowd psychology event, with many investors confusing fear with strategy.

📢 This video is sponsored by iTrustCapital. Pinnacle Digest is compensated by iTrustCapital for this sponsorship and may also receive a commission if viewers sign up and fund a new account using our link below.

👉 Learn more about opening an IRA account with iTrustCapital here: https://www.itrustcapital.com/go/pinnacle-digest

Subscribe to Fr. Emmanuel Lemelson’s Substack. If you like what he has to say, Pinnacle Digest subscribers will receive a discount on his premium subscription. Discount offer available until February 24, 2026: https://lemelson.substack.com/subscribe?coupon=b41645e6

While central banks continue accumulating gold and investors worry about inflation, debt expansion, and currency debasement, Lemelson argues the precious metals trade may be misunderstood and increasingly driven by crowd psychology rather than fundamentals.

In this episode, we discuss:

• Why Lemelson believes parts of the gold and silver trade resemble past bubbles
• The psychology behind “stacking” and fear-based investing
• Silver demand risks and industrial substitution trends
• Why productive assets historically outperform hard assets
• Margin of safety investing and deep value opportunities
• How to identify mispriced stocks using financial statements
• Whether U.S. equities are dangerously expensive today

This conversation challenges popular narratives and pressure tests the thesis around scarcity, precious metals, debt, and demographic decline.

⚠️ Disclaimer and Forward-Looking Statements
Maximus Strategic Consulting Inc. is the owner and operator of Pinnacle Digest. References in this content to “Maximus Strategic Consulting Inc.,” “Pinnacle Digest,” “we,” “us,” or “our” refer collectively to Maximus Strategic Consulting Inc. and its Pinnacle Digest brand, platforms, and distribution channels.

Maximus Strategic Consulting Inc. and Aaron Hoddinott hold positions in equities, ETFs, index funds, and commodities, including precious metals and related mining equities. Positions may be bought or sold at any time without notice and may influence the opinions expressed.

This video is for informational purposes only and does not constitute investment or legal advice. Nothing herein is a recommendation or solicitation to buy or sell any security or commodity. Investing involves risk, including loss of capital.

Aaron Hoddinott and Fr. Emmanuel Lemelson (the "Contributors") are not financial advisors. Past performance is not indicative of future results. Guest views are their own and do not represent the views of Pinnacle Digest or Maximus Strategic Consulting Inc. Conduct independent due diligence and consult a licensed financial advisor before investing.

Forward-Looking Statements: This podcast contains forward-looking statements about gold, silver, mining equities, and broader macro and market trends. These statements are speculative, based on assumptions, and subject to risks and uncertainties that could cause actual outcomes to differ materially.

To the maximum extent permitted by law, Maximus Strategic Consulting Inc. and the Contributors disclaim liability for any loss arising from use of this video. Opinions expressed are subject to change without notice.

CHAPTERS
00:00 - Intro
01:42 - Disclaimer and Forward-Looking Statements - PLEASE READ
01:56 - Gold Is a Bubble: Fr. Emmanuel Lemelson
04:10 - Precious Metals Proponents Have it Wrong
06:38 - Silver’s Price Rise Works Against It
07:45 - Gold Has a ‘Religious’ Following
09:40 - Isn’t Gold a Hedge Against Currency Debasement?
11:29 - What About the Profits Generated from Gold Miners?
12:44 - The Problem With the Silver Market
13:01 - Our Sponsor, iTrustCapital
17:28 - Protecting Purchasing Power in a Debt Based Economy
22:10 - Are Gold, Silver and Stocks a Crowded Trade?
24:25 - How to Find Undervalued Investments
34:00 - A Golden Age for Value Investors
35:36 - Is The S&P 500 Overvalued?
36:49 - Volatility Is The New Normal
38:05 - Wrap Up
40:05 - Disclaimer and Forward-Looking Statements - PLEASE READ

Connect with Emmanuel Lemelson on social media: 
▶️ https://youtube.com/@Lemelson  
📘 https://facebook.com/lemelson/  
✖️ https://twitter.com/Lemelson
📸 https://instagram.com/lemelson/  
🎵 https://tiktok.com/@fr_emmanuel_lemelson  
💼 https://www.linkedin.com/in/emmanuellemelson/

#Gold #Silver #GoldInvesting #SilverInvesting #PreciousMetals #GoldMarket #ValueInvesting #MacroInvesting #InvestingPodcast #FinancialMarkets

In this Short clip, Emmanuel Lemelson explains why investors should get cautious when everyone starts feeling like a financial genius in gold and silver. When crowd profits become common conversation, it can signal late-stage behavior that often appears near market tops.

He compares today’s metals enthusiasm to past speculative periods like housing in 2008 and tech stocks in 1999, and outlines why crowd confidence can be a warning sign, not a comfort signal.

Full interview available on the Pinnacle Digest channel.

👉 Disclaimer: The content in this video must not be construed as tax, legal, insurance, financial advice, or other & may be outdated or inaccurate. This video does not provide a complete overview of the subject matter discussed. Pinnacle Digest, including its video commentators, are not a registered broker-dealer or financial advisors. Before investing in anything, consult your financial advisor, tax advisor, and other relevant industry professionals.

#gold #investing #marketpsychology #goldstocks #silver #macroeconomics #investorbehavior

David Hunter returns to lay out his updated thesis for the S&P 500, broader markets, and commodities. Hunter believes a final melt-up in the S&P 500 and precious metals is near, to be followed by a deflationary bust bigger than 2008, and then a policy response so significant it could push the Fed’s balance sheet toward $30 trillion…

📢 This video is sponsored by iTrustCapital. Pinnacle Digest is compensated by iTrustCapital for this sponsorship and may also receive a commission if viewers sign up and fund a new account using our link below.

👉 Learn more about opening an IRA account with iTrustCapital here: https://www.itrustcapital.com/go/pinnacle-digest

In our latest podcast, David Hunter explains why he believes we are near the start of the final parabolic phase of the 43-year secular bull market, why sentiment is the real tell at major turning points, and why the next decade could feature both a deflationary shock and an inflationary aftermath.

Hunter believes the post bust cycle could be led by real assets, industrials, and commodities, driven by reshoring, infrastructure expansion, data center power demand, and long supply lead times.


🎙️ In this episode

• Why David Hunter moved his S&P target to ~9,500
• Gold and silver targets
• How sentiment signals major inflection points
• Kevin Warsh and why the Fed could be slower to react next time
• The coming bust: why it may be deeper than a recession
• Why the Fed may be forced into massive QE again
• Dollar and treasuries as the flight to safety trade during the bust
• Why commodities and industrials may lead the next cycle
• Nasdaq, semis, and the rotation into small caps


📌 This video is for informational and educational purposes only and does not constitute investment advice.

📌 David Hunter — Chief Macro Strategist at Contrarian Macro Advisors

X / Twitter: @DaveHcontrarian

🖥️ Visit Pinnacle Digest online: https://pinnacledigest.com/

⚠️ Disclaimer and Forward Looking Statements
Maximus Strategic Consulting Inc. is the owner and operator of Pinnacle Digest. References in this content to “Maximus Strategic Consulting Inc.,” “Pinnacle Digest,” “we,” “us,” or “our” refer collectively to Maximus Strategic Consulting Inc. and its Pinnacle Digest brand, platforms, and distribution channels.

Maximus Strategic Consulting Inc. and Alexander Smith have financial interests in precious metals and precious-metal equities (including gold and silver), base-metal equities (including copper), and in broad equity markets, including S&P 500-linked investments. These positions may be bought or sold at any time without notice and may influence opinions expressed.

This video is for informational purposes only and does not constitute investment, financial, tax, or legal advice. Nothing herein is a recommendation, endorsement, or solicitation to buy or sell any security or commodity. Investing involves risk, including loss of capital.

Alexander Smith is not a licensed financial advisor. David Hunter is appearing as a guest and is not providing personalized investment advice. Past performance is not indicative of future results. Conduct independent due diligence and consult a licensed financial advisor before investing.

Forward-Looking Statements: This podcast contains forward-looking statements about gold, silver, mining equities, the S&P 500, inflation, and broader macro and market trends. These statements include forecasts, targets, and scenario projections, are speculative, based on assumptions, and subject to risks and uncertainties that could cause actual outcomes to differ materially from those expressed or implied.

To the maximum extent permitted by law, Maximus Strategic Consulting Inc., the host, and the guest disclaim liability for any loss arising from use of this video. Opinions expressed are subject to change without notice.

CHAPTERS
00:00 - Intro
01:27 - Disclaimer and Forward-Looking Statements - PLEASE READ
01:39 - David Hunter's Melt-Up Update and S&P Target
04:54 - Gold and Silver Targets Updated
07:49 - David's Sentiment and Contrarian Framework
10:22 - Concern About Gold Being a Crowded Trade?
12:22 - Global Bust TIMELINE
19:03 - US Bonds, 10-Year Yield and Interest Rates
21:03 - Our Sponsor, iTrustCapital
22:20 - QE and the Fed's $30T Balance Sheet Scenario
24:43 - US Dollar Targets and Treasuries to Hold Up During Bust
30:39 - Deflation First, Then Inflation to Hit 20-25% as Ponzi Scheme Ends
39:34 - Interest Rates Heading Back to Zero and Negative During Bust
41:00 - Gold and Silver to Fall During Bust
42:50 - Commodity Super Cycle Leadership
49:05 - A Greater Depression and the Coming Sovereign Debt Crisis
58:03 - Final Indicator to Watch


#davidhunter
#stockmarket
#sp500
#nasdaq
#gold
#silver
#commodities
#federalreserve
#macroinvesting
#investing
#markets

Graphite may be the most overlooked critical mineral in the clean energy transition, and it could be more important than lithium.

While investors obsess over lithium supply, graphite makes up the single largest component of a lithium-ion battery by weight. Every EV battery contains roughly 50 to 70 kilograms of graphite, far more than lithium, cobalt, or nickel.

Yet the vast majority of the graphite supply chain, from mining to purification to spherical processing for battery anodes, is centralized in China. In some segments of the processing industry, China accounts for 80-90% of global capacity. That concentration raises serious geopolitical and supply chain risks.

And as demand surges, cracks are forming.

In countries such as Mozambique, reports indicate that illegal or informal graphite mining is expanding rapidly as global demand rises. Environmental standards, labor conditions, and regulatory oversight often lag behind the speed of extraction.

This is the uncomfortable truth about the energy transition: it isn’t just about solar panels and electric vehicles. It’s about who controls the raw materials that make them possible.

If you care about EVs, battery metals, critical minerals, geopolitics, or the future of industrial power, this conversation matters.

The clean energy transition is a resource transition. And resources are power.


#graphite
#criticalminerals
#evbatteries
#energytransition
#china
#batterymetals
#cleanenergy
#supplychain
#commodities
#geopolitics
#miningstocks
#electricvehicles




👉 This content is for informational purposes only and does not constitute financial advice.


👉 If you enjoy our content, don’t just watch - be in the know. Subscribe to Pinnacle Digest’s weekly newsletter for bold insights on markets, money, and commodities: https://pinnacledigest.com/


Disclaimer: The content in this video must not be construed as tax, legal, insurance, financial advice, or other & may be outdated or inaccurate. This video does not provide a complete overview of the subject matter discussed. Pinnacle Digest, including its video commentators, are not a registered broker-dealer or financial advisors. Before investing in anything, consult your financial advisor, tax advisor, and other relevant industry professionals.