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

Mining-stock analyst Jordan argues the US is increasingly vulnerable to recession, citing record credit-card debt, rising delinquencies/defaults and a bifurcated consumer base where the top 40% are fine but the bottom 60% are under pressure. He says the lagged impact of buy-now-pay-later usage — increasingly being used for essentials like groceries — could be a meaningful hidden stress point as those obligations finally show up in household cash flows and, potentially, credit data. The interview is framed around finding “massive disconnects” between price and value in mining equities, but the macro message is the key tradeable takeaway: worsening consumer stress and recession risk could keep driving interest in defensive commodity exposure and quality miners if growth deteriorates further. The guest explicitly references Jamie Dimon’s recession warnings as a prompt for his analysis, reinforcing that large-bank sentiment is now leaning more cautious. Near term, the setup points to continued focus on recession indicators, credit performance, and whether BNPL reporting changeovers expose more weakness in lower-income households. For precious metals desks, the macro backdrop is supportive for safe-haven demand and for selective mining-stock outperformance if risk assets roll over, but the transcript does not provide metal-specific price targets or flow data.