Gold Could Hit $6,000 in the Next 12 Months

Stansberry Investor Hour

Stansberry Research

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4.4 • 677 Ratings

🗓️ 17 November 2025

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this week's Stansberry Investor Hour, Dan and Corey welcome Nick Hodge to the show. Nick is the editor of Underground Alpha at Digest Publishing and an expert natural resource investor.

Nick kicks off the show by discussing how he got into natural resource investing. He says that he began with a focus on clean technology but switched lanes after the great financial crisis hit. Sharing a case study, Nick talks about antimony miner Perpetua Resources and notes that "the smart money is now here" in the natural resource space. Nick also makes his bullish case for $5,000 or $6,000 gold over the next 12 to 18 months – there are more buyers than sellers, the metal is "underowned," and crypto traders continue to enter the space. (0:00)

Next, Nick says his specialty is evaluating junior miners, so he dives deep into what he looks for in each company – both in terms of share structure and management. After that, Nick covers human psychology versus the cyclical nature of natural resources, the U.S. outsourcing the production and refining of rare earths and minerals to China, and why the federal government is now scrambling to reverse the outsourcing. He explains that we're still at the very beginning of this growth trend, so there's time for investors to profit for years to come. (19:39)

Finally, Nick explains the nuance in precious metals investing, including the difference between heavy and light rare earths. He then shares the name of a technology company he likes today that tracks and digitizes mining-company data. Nick says that it "brings mining out from the opaque nature that it has into a transparent nature." And he closes with a conversation about the importance of investing in precious metals in such rough economic times. (39:00)

Transcript

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0:00.0	Hello and welcome to the Stansberry Investor Hour. I'm Dan Ferris. I'm the editor of Extreme
0:15.8	Value and the Ferris Report, both published by Stansberry Research. And I'm Corey McLaughlin, editor of the
0:22.3	Stansberry Daily Digest. Today we talk with Nick Hodge, editor of Underground Alpha. Nick is a
0:28.4	very smart guy. He knows a lot about natural resources investing. Get out your pens and pencils.
0:34.0	You might want to take some notes because he's going to give us a lot of good details about how he operates his strategy and what kind of companies he looks for. So let's do it. Let's talk
0:43.6	with Nick Hodge. Let's do it right now. Nick, welcome to the show. Very happy that you could be here.
0:49.7	Oh, it's a pleasure to be here, Dan. Thanks for having me.
0:53.2	So my co-host and I will pepper you with questions for the next hour.
0:58.2	But first, maybe you're a new guest on the show. We haven't spoken with you before.
1:05.2	So maybe you could just tell our listener a little bit about what you're doing now and how you got there.
1:13.3	Sure. Well, let's start with the latter and then I'll get to the former how I got here.
1:18.5	I came into the newsletter space in the mid-2000s before the global financial crash or crisis
1:24.1	happened in 2008 and I was tasked with writing about clean technology stocks.
1:31.2	This was 2007 post-Al Gore inconvenient truth.
1:36.5	You know, every day there was Chinese solar stocks on the front page of the Wall Street Journal.
1:40.5	And there wasn't a lot of expertise in wind and solar and geothermal and batteries.
1:45.9	And I was young and hungry just out of university.
1:48.8	And I became a self-taught expert in those things, went to all the conferences, shook
1:53.6	all the hands, read all the research reports, et cetera.
1:56.9	And I'm carved out a little niche for myself in the clean tech space, which lasted precisely until
2:02.5	the economy crashed a year or two later. And I started learning about other facets of the
2:09.2	economy and market, including monetary policy, bailouts, central banks, et cetera, and ended up
	...

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