Which Microcap Stocks Are Worth Holding?
Ian Cassel showed me some data that proves that micro-cap investing is brutally difficult, buy-and-hold almost never works in this space, and even the world’s best fund managers only pick winners about half the time. He also told me that what separates the skilled from the lucky isn’t the quality of their ideas. It’s the […]
$38,000 Gold, $150 Oil, and a Copper Shortage
Simon Hunt thinks we are entering one of the most dangerous macro environments in decades. He expects a major US-Israeli military strike on Iran imminently, which will send oil prices well above $150. That oil shock lands on an economy that was already weakening, and the combination means stagflation at best, recession in much of […]
Is a $2.4 Billion Mine Buildable in Today’s Canada?
Thesis Gold &Silver is advancing its 100%-owned Lawyers-Ranch combined gold-silver project in the Toodoggone Mining District of northern British Columbia. The flagship assets are two deposits, Lawyers and Ranch, which are being developed as a single combined operation. This interview covers the Pre-Feasibility Study, a ~C$44 million raise that brought AngloGold Ashanti in as a […]
What Does It Really Take To Unlock a $523M Gold Project?
RPX Gold is a gold developer focused on its 100%-owned Wawa Gold Project in Ontario’s Michipicoten Greenstone Belt. The company recently completed a Preliminary Economic Assessment and is now working toward a Pre-Feasibility Study. This interview covers the PEA results, the company’s financing plans, permitting status, toll milling strategy, and what needs to happen before […]
How Do You Finance a Multi-Billion-Dollar Gold Project in Nevada?
P2 Gold is an exploration and development company with one flagship asset: the Gabbs gold-copper project in Nye County, Nevada, situated near the town of Gabbs on the Walker Lane Trend, roughly equidistant between Reno and Las Vegas. The 2025 PEA outlined approximately 3.5 million gold-equivalent ounces across the indicated and inferred categories, with a […]
Can a Junior Discover a Gold-Copper Deposit the Majors Missed?
Auriginal Mining is a Quebec-focused explorer targeting gold, copper, zinc, and silver at its 100%-owned Roger Project in the Chibougamau district. The company also holds a 25% stake in the Anik property through a joint venture with IAMGOLD (which owns 75%), as well as two earlier-stage copper properties called Mishi and Wabash. This conversation was […]
Can 1 Company Actually Build 5 Mines Efficiently?
Blue Moon Metals is a multi-asset developer with five brownfield polymetallic projects spanning two continents: Nussir (copper-gold-silver, Norway), NSG (copper-zinc-gold-silver, Norway), Blue Moon (zinc-gold-silver-copper, California), Springer (tungsten-molybdenum, Nevada), and the newly acquired Apex (germanium-gallium-copper, Utah). This interview covers two recent US acquisitions and what they mean for the company’s hub-and-spoke processing strategy at the Springer […]
Steve Hanke Warns: $7,000 Gold, Oil Shock, Inflation Surge
Mark interviewed Steve Hanke, a Johns Hopkins applied economics professor and former Reagan economic adviser across three big interconnected themes: the Iran ceasefire and what it means for energy markets and the Strait of Hormuz, whether a full-blown commodity super cycle is now underway, and how central banks should be thinking about inflation in all […]
Does Geophysics Really Lead to Copper-Gold Discoveries?
Kingfisher Metals is a copper-gold exploration company with two main land packages in BC’s Golden Triangle: the 933 km² HWY 37 Project and the 202 km² Forrest Kerr Project. The focus is copper-gold porphyry, with an overlying epithermal gold-silver system also in play. This interview covered the 2026 drill program strategy, the interpretation of recent […]
Can 40,000m of Drilling Turn a Big Copper Deposit Into a Mine?
Pecoy Copper is advancing the Pecoy copper-gold-molybdenum-silver project in the Arequipa region of southern Peru, with an inferred resource of 865 million tonnes at 0.34% Cu, sitting at roughly 1,650 metres elevation, about 80 km from the Pacific coast. They also hold the Tororume project, a separate copper-porphyry target about 8 km away. This interview […]