Category: Investing Clips

In this episode, Dr. Rob Stevens teaches investors why major miners outsource exploration to junior mining companies. Dr. Stevens (Ph.D., P.Geo.) is a professional geologist and educator. He has trained numerous brokers, analysts, and investors in the basics of mineral exploration and mining via his...

In “Man Leaving a Bus: What Does It Mean?,” the 2025 edition of “Just Markets,” DoubleLine CEO Jeffrey Gundlach works on the idea that society is undergoing profound change from patterns and trends that prevailed for decades. Among other factors, he cites an almost unprecedented...

In this insightful 7-minute video, renowned investor Howard Marks distills complex concepts of market risk into easily digestible ideas. Drawing on his decades of experience, Marks explains the nature of risks in financial markets, how investors can assess it.  

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...