THESE Mining Stocks to Profit in Coming Crisis 'Worse Than Great Recession': Mining Stock Monkey

Why It Matters

Mounting debt pressures could trigger a broad recession, reshaping commodity valuations and making defensive mining stocks and royalty models more attractive to investors.

Key Takeaways

• Record credit card debt and rising delinquencies signal consumer strain.
• Subprime auto loan defaults hit 30‑year high, threatening banks.
• Student loan payments jump July 2026, adding fresh debt pressure.
• Gold bull market at 124 months; royalties provide downside protection.
• Copper investors should brace for price collapse if recession materializes.

Summary

The episode of Commodity Culture featured Jordan of Mining Stock Monkey discussing looming macro‑economic stress and its ramifications for commodity investors.

He highlighted record U.S. credit‑card balances, surging BNPL usage, and subprime auto loan delinquencies at a 30‑year peak, noting that many borrowers are upside‑down on their vehicles. He also warned that student‑loan payments will jump to about $450 in July 2026, pushing delinquency rates from 1% to roughly 16% and further eroding consumer sentiment, which is now at historic lows.

“Subprime auto loans are at their highest delinquency rate in 30 years,” Jordan said, adding that negative‑equity trades and higher gas prices amplify default risk. He also pointed out that the gold bull market has lasted 124 months, and royalty/streaming firms like Franco‑Nevada can maintain margins even if gold falls 30%.

The confluence of credit strain and weakening consumer spending suggests a high probability of a recession deeper than the 2008‑09 downturn. For miners, this means favoring low‑cost producers, royalty and streaming models, and being cautious on copper exposure that could suffer a sharp price drop.

Original Description

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Jordan from Mining Stock Monkey is seeing signs that an economic crisis of epic proportions is brewing and if that proves to be the case, he brings a lineup of mining stock picks that he thinks will weather the storm ahead.

Disclaimer: Commodity Culture was compensated by Mining Stock Monkey for producing this interview. Nothing contained in this video is to be construed as investment advice, do your own due diligence.

00:00 Introduction

00:40 Economic Crisis Brewing

11:32 Current Stage of Gold Bull Market

14:18 Companies That Will Weather the Storm

17:55 Stock Idea 1

21:34 Should Investors Be Worried?

26:15 Stock Idea 2

29:42 Stock Idea 3

30:46 I Recently Sold This Stock

36:15 How to Combat FOMO

41:11 Regret From Selling Too Early

45:02 Mining Stock Monkey Special Offer