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Gold and silver mining stocks are the cheapest in 50 years, and the AI bubble may be the trigger that sends them higher. Here is every key data point and why it matters.

NVIDIA arranged $500 billion in financing so its own customers can buy its own chips, a circular debt loop
Credit default swap costs on NVIDIA's debt doubled since late May, even at all-time stock highs
Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR arranged the deal, took fees upfront, and hold none of the risk
Pension funds and insurers end up holding risk on AI chips that lose most value within five years
Lucent and Nortel ran the same supplier-lending playbook in the 1990s and both ended in massive bankruptcies
U.S. market valuations across eight metrics now exceed the dot-com bubble and the 1929 peak
Hyperscalers flipped from $190 billion in buybacks (2024) to selling $147 billion in stock (2026), the first reversal in a decade
The U.S. Strategic Petroleum Reserve fell to its lowest since 1983, leaving no buffer for inflation or energy shocks
Gold miners trade below the value of the gold in the ground and generate roughly 10% free cash flow
GDX offers exposure to 86+ gold and silver mining stocks without single-stock risk
IQLT, an international quality fund with minimal U.S. weighting, positions for a value rotation away from overpriced growth

👤 Meet Felix Prehn: I'm your host, Felix Prehn. My journey took me from being a novice investor to an investment banker, a corporate lawyer, and an entrepreneur. Investing was my key to early retirement at 40. My goal? To empower YOU to navigate the financial market with ease and transparency, free from the conventional financial system's noise. Let's embark on this journey to financial freedom together!

⚖️This is from my lovely lawyers: The content in this video is for informational and educational purposes only. It does not constitute and should not be construed as financial or investment advice or an offer to purchase or sell securities. The content is not personalized or tailored to a specific person or group of persons, nor to their personal investment or financial needs. You should consult a financial adviser or other investment professional authorized to provide investment advice. Investing comes with risks, including the risk of loss. Presentations of trades made by Felix Prehn or Goat Academy Ltd or its personnel are not a guarantee that any investment decision made by a student will be successful. Past performance is not a guarantee of future performance.

Timestamps:
00:00 Intro
00:46 Gold and Silver Cheapest in 50 Years
01:53 Four Quiet Stories Nobody Connected
02:06 NVIDIA's $500 Billion Circular Money Loop
02:29 NVIDIA Debt Insurance Cost Doubles Since May
03:01 Hyperscalers Flip From Buybacks to Selling
03:50 Strategic Petroleum Reserve Hits 1983 Low
04:57 Most Expensive Stock Market in History
05:36 Your Index Fund Is All-In on AI
08:07 Have You Been Right and Still Lost?
09:13 Wall Street's 50-Year Rule Book for Selling
09:35 Free Saturday Session at WhenToSell.org
10:06 Gold Miners Priced Below Their Own Gold
10:30 Mining's 10% Free Cash Flow Explained
12:37 GDX: One Way Into 86 Miners
13:37 Credit Default Swaps Explained Simply
15:32 The Six Firms Behind the $500 Billion
17:44 GPU Toll Road Comparison Falls Apart
18:47 Pension Funds Left Holding the Risk
19:06 Lucent and Nortel Ran This Playbook
22:00 What Governments Do When Bubbles Burst
27:09 Value Stocks' Worst Decade on Record
28:22 The Quality Stock Fund Felix Bought (IQLT)
29:41 Outro

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