Category: Investing Clips

0:00 Intro & Bubbles 14:44 Investing Theory: Risk/Reward

TIMESTAMPS 0:00 Intro: Trump, commodities and crypto 19:58 Altamira Gold 21:11 Irving Resources 34:21 Goliath Resources 45:45 West Red Lake Gold 51:23 i-80 Gold 55:50 Stillwater Critical Minerals 58:49 Silver47 1:01:27 First Nordic Metals 1:11:32 Sierra Madre 1:17:12 Mawson Gold    

Stock Talk: ELO, HWG, JUGR, WAM, AUCU, ESK TIMESTAMPS 0:00 Intro and Data Center Spending 15:39 Eloro Resources 26:08 Headwater Gold 37:08 Juggernaut Exploration 48:17 Western Alaska 1:00:45 Inflection Resources 1:16:14 Eskay Mining

Seasonality and Why Patience Has Never Been a Bigger Edge TIMESTAMPS 0:00 Rants and Seasonality/cyclicality 1:10:50 Patience is THE most important tool

David Lotan is a successful private investor with decades of experience investing in the gold mining sector. He also serves as Chairman of publicly-listed gold explorer Aurion Resources (TSX-V:AU), a company he holds a ~10% stake in.

In this interview Chen notes that China is facing a deflationary implosion from the collapse of the real estate bubble there. As such, China is in no way capable of bailing the U.S. out of its current debt induced malaise. In my interview, Chen also...

Chris Davis, chairman and portfolio manager of Davis Fund and director at Berkshire Hathaway, discusses the Warren Buffett-led conglomerate’s “stewardship culture,” Berkshire’s former vice chairman Charlie Munger, and more.

In this MSE episode you will hear a compilation of timeless junior mining stock wisdom shared on the podcast over the past year by numerous sector experts. 0:00 Intro 0:57 Tips for profiting from the mining boom-bust cycle 5:04 Why you must master selling 7:08...

Felix Zulauf says, “We’re moving away from the world we come from.” The pace of geopolitical, technological, and economic change we are living through is unmatched, perhaps in all of human history. It can be challenging to orient yourself while we’re in the middle of...