Is the biggest opportunity in natural resources still ahead? In this high-conviction interview, John Waldie, Senior Portfolio Manager at SCP Resource Finance, joins Trey Reik to explain why we’re still early in the resource bull market—and where the smart money is moving now. From silver’s breakout potential to rare earths, uranium, and early-stage gold exploration, Waldie outlines why SCP is seeing 3x gains and why investors should pay close attention. Waldie also reveals how SCP’s team moves faster than big banks: getting boots on the ground, spotting major discoveries, and financing them before the rest of the market catches on. He explains how deals like a $400M U.S. Department of Defense investment into MP Materials are reshaping the future of resource supply chains, and why silver could soon leave gold in the dust. Key insights: • Why silver could break through $40, and go much higher • How SCP identifies early-stage deals before anyone else • Why U.S. national security is driving rare earth and uranium investments • The SCP private client model: Access to private placements & asymmetric upside • What central banks, BRICS, and de-dollarization mean for gold’s future • Why generalist investors haven’t arrived, and why that’s bullish 💡FREE access to our 15 Rick Rule Symposium Interviews by signing up for our Accredited Investor List here: https://wealthion.com/accredited/ 💡Concerned about Markets? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://bit.ly/45pUcXc 💡Wealthion and SCP Resource Finance will bring together the world’s top silver experts this October in Toronto. Learn more about our Global Silver Conference here: https://wealthion.com/silverconference2025/ 💡Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 01:45 - What SCP Really Does (And Why It Matters) 03:09 - Meet the Dealmakers Behind $ Billions in Mining Finance 04:54 - A $400M SCP Deal Example 08:20 - How This Gold Stock Tripled in Just 6 Months 09:32 - Why Smart Money Is Rushing Back Into Mining 11:47 - How to Tell When the Mining Boom Will Peak 13:25 - Is It Better to Bet on Gold or the Whole Metal Basket? 15:23 - Why Rare Earths & Uranium Are SCP’s Secret Weapons 17:48 - The Sweet Spot: Where Big Mining Profits Are Made 20:37 - The Crucial Question: Can This Mine Actually Work? 23:07 - Inside the Exclusive SCP Private Client Strategy 26:45 - Why These Experts Don’t Touch Tech Stocks 27:12 - Gold, Silver, Uranium: What’s the Smartest Bet Now? 29:09 - Why Silver Might Be the Market’s Biggest Upside Surprise 30:40 - How Pros Survive Brutal 40% Silver Corrections 32:41 - Is Gold Still the Main Engine of This Bull Run? 35:00 - What Could Drive Gold Even Higher From Here 37:00 - Did You Miss the Precious Metals Rally? Not So Fast… Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Silver #Gold #Uranium #RareEarths #Commodities #NaturalResources #MiningStocks #GoldInvesting #SilverStacking #HardAssets #MacroInvesting #ResourceBoom ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.