DON DURRETT | The Winner Is Gonna Be The Miners & The Loser Is Gonna Be The Stock Market!

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In this must-watch interview from the Metals & Miners podcast, legendary gold analyst Don Durrett (Founder of GoldStockData.com) breaks down why the precious metals bull market is just getting started—and why gold and silver miners are set to explode while the broader stock market stalls out. Recorded amid rising gold prices and economic uncertainty, Don's insights remain timeless as we hit 2026: With gold pushing toward $7,000 and silver eyeing $150+, this is your wake-up call for the biggest wealth transfer in decades. Whether you're a newbie spotting the opportunity or a veteran waiting for the flip, Don reveals the macro triggers (S&P topping, debt crisis, bond market fragility), silver's supply crunch, and his top picks for 3-5x baggers. Don't miss his 12th Edition book recommendation—your roadmap to mining stock success!

Sound Bites:
"We started a bull market here in August, Silver was at 35 and Telosilver got above 35."
"Gold was at $2,000 in February of 24. In two years, it went up 3,000."
"The status quo is breaking down... Only about 10% are actually watching."
"Once the stock market stops going higher, that's going to be the end game."
"The miners are going to be the winners... The winner is gonna be the miners, the loser is gonna be the stock market."
"Silver is going to outperform gold by 2X or more... North of 150 is definitely in play here."
"This bull market has legs at least 12 months, but probably 24 months."
"The miners are extremely undervalued, which is kind of mind-blowing."
"We're in a bull market. You don't want to waste a bull market."
"When sentiment turns, these stocks are going to rip... They're going to go up so fast."

Takeaways:
Macro Meltdown Incoming: U.S. debt rollover hits $9T annually; S&P 500 topping signals "game over" for stocks—miners decouple and surge like 2000-2011.
Gold & Silver Supercycle: Gold to $7,000+, silver to $150-200+ by year-end; silver's supply strain amplifies 2x+ outperformance.
Investor Mindset Shift: 90% ignore the breakdown—join the 10%ers buying producers and near-term developers for elastic gains.
Risk-Reward Plays: Focus on low-capex producers (e.g., B2 Gold) and 2026 starters (e.g., 1911 Gold, Silver Storm)—avoid overpaying for majors like Newmont until $25/share.
End-of-Era Reality: No 2008-style reset this time—expect ugly volatility, but miners as the ultimate hedge.

Timestamps:
00:00 - Intro
02:41 - Connecting the Dots: Why Gold Hit $5,000 & Silver $120
05:00 - The 3 Investor Groups: Status Quo Deniers (50%), Worriers (60%), & The 10% Watchers
10:01 - S&P Dependency: $65T Market as Economic Lifeline—Japan 1989 Parallel
12:03 - 2026 Timeline: No Crash H1, But Topping Signals Herd Shift to Miners
14:00 - Debt Endpoint: $9T Borrowing, Bond Crisis, & Selective Fed Printing
18:30 - Miners' Decoupling: 8x Gold Run Like 2000-2011
22:00 - Bond Market Fragility: China/Russia Exit, Japan Crisis, Boomer Liabilities
25:45 - Silver Supply Strain vs. Gold Driver: Why $150+ Is Locked In
29:20 - Trader Advice: Buy Dips, Ride 24-Month Legs
32:15 - Producer Picks: Undervalued Gems Like B2 Gold & Avino
35:40 - Developer Spotlights: 1911 Gold, Next Source, Silver Storm
39:00 - Sentiment Reversal: From Toilet to Rocket Ships in 2026
42:30 - Herd Pivot: S&P Bulls Flock to Miners at $6K+ Gold
46:15 - Cultural Shift: West Joins East in Gold Faith
50:15 - End-of-Era: U.S. Hegemony Reset, No Soft Landing
54:15 - Don's Key Takeaway

Follow Don Durrett:
Website: https://www.GoldStockData.com
X: https://www.x.com/@DonDurrett
Youtube:    / @investortelevision  

Follow Metals and Miners:
Substack: https://www.metalsandminers.substack.com
Website: https://www.metalsandminers.com
X: https://www.x.com/@GaryBohm5

Leave A Comment:
Do you agree with Don's assessment that the herd is going to move to the miners thereby making the miners the winner and the stock market the loser? Leave your thoughts below.

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