FELIX PREHN DAILY MARKET NEWS By Goat Academy · Felix Prehn

Felix Prehn - Leaked: Trump’s Metals Law - Most Investors Aren't Ready!? + Stock Market News 27 January 2026 (Goat Academy)

January 27, 2026·35 min·5 clips

Felix Fried opens with a jolt. He says the U.S. government has written a $1.6 billion check to a mining company most people have never heard of, and he treats it as the largest government investment in rare earths in American history, while Reuters says there could be a lot more to this. The tone is blunt. He brings in a bill to build a stockpile of critical minerals and notes that the other G7 countries are doing the same, which he reads as a clear sign that the whole sector is being repriced. From there he moves into the supply side. Mining, he argues, is painfully slow: the average path from discovery to production can take 16 years, so even projects started now would not help for a while. That lag matters. He says demand is already running hot while supply deficits keep piling up across copper, silver, and nickel, with silver singled out as being in shortage for seven straight years. He uses those numbers like warning lights. He keeps bringing the point back to plain language, comparing the market to stockpiles getting drained and to investors arriving after the easy money has already moved. Then he pivots from the macro case to the practical side. Instead of chasing every explorer with a hole in the ground and a dream, he says he will focus on six names with real catalysts and actual projects. The first one he names is USAR. He also shows how he builds a watchlist called mining top six inside TradeVision so the news flow can be tracked without getting buried in noise. The show keeps its fast, opinionated pace. Felix talks over the moving headline stream, mixes analysis with platform demos, and keeps insisting that the useful signal is the news that can move prices. He also leans on his own teaching brand. Throughout the segment he promotes his free training and the broader Goat Academy setup, with Winston the dog lingering in the background as a recurring bit of texture. The whole thing lands like an urgent boardroom rant with a practical stock screen attached. It ends by steering listeners back toward the risks, the catalysts, and the idea that the mining reset may still have plenty of room to run.

As heard by us

A rare earths announcement becomes a blunt mining pitch.

Felix Fried takes a government backed rare earths story and turns it into a mining argument without losing the thread. He starts with the U.S.

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Why you'd press play

A high-energy rare-earths and critical-minerals trade setup built around a $1.6 billion US government check and a possible stockpile bill.

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