Recorded on July 8 2026 live at the Rick Rule Symposium 2026
Nomi Prins joins Steve Yang at the Rick Rule Symposium 2026 to discuss gold, silver, copper, mining equities, and the disconnect between paper-market volatility and physical commodity fundamentals. Prins explains why speculative trading can amplify downside moves without changing structural supply deficits or long-term physical demand. She also describes what she learned from going underground with a mining team and seeing firsthand how much work is required to produce high-quality silver. The conversation covers investor sentiment at the symposium, opportunities created by mining-equity pullbacks, the effect of ETF selling, and the difference between major producers and smaller development companies. Prins also discusses why she remains bullish on copper and how she evaluates companies positioned to benefit from long-term commodity shortages. She closes by explaining the research, model portfolios, company visits, and macro analysis available through Prinsights.
KEY TOPICS
Gold and silver investor sentiment
Paper trading versus physical supply and demand
Structural commodity deficits
Silver mining and underground extraction
Mining-equity pullbacks and ETF selling
Major producers versus junior developers
Copper market outlook
Prinsights research and model portfolios
NOMI PRINS
Website https://nomiprins.com/
X https://x.com/nomiprins
Prinsights https://prinsights.substack.com/
HOST STEVE YANG AND NATURAL RESOURCE STOCKS
Website https://www.NaturalResourceStocks.net
YouTube Main https://www.youtube.com/@naturalresourcestocks
YouTube World https://www.youtube.com/@NaturalResoureStocksWorld
X https://x.com/JustSteveYang
NRS LinkedIn https://www.linkedin.com/company/naturalresourcestocks-net/
NRS Facebook https://www.facebook.com/people/Natural-Resource-Stocks/100090526686713/
NRS TikTok https://www.tiktok.com/@natural.resource.stocks
NRS Instagram https://www.instagram.com/naturalresourcestocks/
CHAPTERS
00:00 Paper markets versus physical deficits 00:51 Steve Yang introduces Nomi Prins 01:04 Rick Rule Symposium investor buzz 01:19 Gold and silver market sentiment 01:51 Speculative trading and structural deficits 02:18 Why Nomi sees opportunity now 02:34 The difficulty of producing high-quality silver 03:10 Companies positioned for supply shortages 03:24 Producers, developers, and standout companies 03:42 Silver companies and operating conditions 04:01 Mining-equity selloffs and ETF pressure 05:03 Prinsights research and model portfolios 05:31 Closing remarks
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