Commodities just hit their lowest level against financial assets in 55 years.

In this conversation, GoldSilver’s Maggie Lake sits down with Rob McEwen, founder of Goldcorp and Chairman and Chief Owner of McEwen Inc., live from the floor of the Rick Rule Symposium. With gold pulling back after its run earlier in the year, McEwen makes the case that this is the start of a commodities cycle, not the end of one.

Rob lays out why mining stocks sit at just 2% of global equity, down from 10 to 12% through most of the last century, and why closing that gap could mean a 5X move in commodity prices. He explains why carmakers and central banks are quietly buying up metal, and why the major miners have no growth pipeline left to feed the demand.

You’ll learn:

Why commodities are at a 55-year low against the S&P 500, and what usually happens next

How mining stocks fell to 2% of global equity from a historical 10 to 12%

Why carmakers like Stellantis and Volkswagen are buying directly into copper mines

What Henry Ford’s vertical integration playbook signals about the decade ahead

Why the senior miners cut exploration and now have to buy their growth through M&A

What it will actually take to pull institutional money back into the sector

Why Rob takes a $1 a year salary with $290 million of his own money on the line

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Shin John
Shin JohnYtv Market News
Share-market news writer and analyst with deep experience covering equities, commodities, forex, and cryptocurrencies for readers in the USA, UK, Canada, and Australia. Ytv Market News delivers timely market updates, practical trading insights, and clear explanations of macro and company-level catalysts that move prices. Combines on-the-ground financial reporting with technical analysis, using concise charts and actionable ideas to help investors and traders make smarter decisions.