The National Investor

Here, Rupert Williams and I catch up to discuss some of North Peak's own recent news as it furthers its exploration and future development plans for the Prospect Mountain Complex in Nevada.

JUST as important, Rupert reminds us of the significance of Prospect Mountain's location: underscored recently by McEwen Mining's announcement that it's taking out one of North Peak's significant neighbors amid its own growth in this rebounding area!

REPEATING: This is the kind of still under-the-radar exploration story you should be acquiring now as the PM's sector consolidates.

LINKS:

North Peak Resources, Ltd.'s website -- https://northpeakresources.com/

My initial, background video on North Peak / Prospect Mountain's history with Rupert from last fall -- https://www.youtube.com/watch?v=1_DbJ-kRlRA

Following up as promised on my prior discussion with C.E.O. Mac Balkam and VP-Finance Rob Myhill of Eskay Mining (TSXV-ESK; OTC-ESKYF), I visit here with Dr. Quinton Hennigh, Eskay's Director and Geologic Consultant.

Quinton describes the massive potential of Eskay's 130,000 acre land package amid several past, present and looming future huge producers in British Columbia's Golden Triangle; and in an engaging, understandable and concise way especially explains Eskay's near-term target areas.

LINKS:

Eskay Mining's web site -- https://eskaymining.com/

My prior visit with Balkam and Myhill -- https://www.youtube.com/watch?v=F-cZq_XhJwo

On the Golden Triangle's history (GREAT graphics and more!) -- https://www.visualcapitalist.com/story-golden-triangle-british-columbia/

A comprehensive present-day rundown of the Golden Triangle -- https://www.miningnewsnorth.com/story/2025/01/15/mining-explorers-2024/a-golden-age-for-bcs-golden-triangle/8872.html

Here, Chris discusses President Trump's Fed Chair nominee Kevin Warsh; a banker right out of D.C. Swamp "central casting," BUT one whose legitimate views on how the Fed needs to be "reformed" will play fairly well with both sides of the aisle in the Senate.

The possible delay in Warsh becoming chair could still roil markets even further: but in the end, Chris discusses his views on what a Warsh Fed will look like (again, he's FAR from the type of Trump sycophant "MAGA" nominee some thought was coming.)

And, you'll learn the one proposed reform of Warsh's that could become a major sticking point, especially with those wary of Trump seeking a back door way to get more direct influence over monetary policy.

Aside from that, Chris recaps last week's market activity (especially why the PM's got belatedly hammered) and explains why EVERYONE'S expectations for 2026 are now going to have to be dialed back somewhat.

Here, CEO Tony Reda of Tectonic discusses the Jan. 22 news release of THE most spectacular assay results ever from the Flat Gold Project in Alaska (and the news KEEPS COMING even as I post this!!)

For more, visit https://www.tectonicmetals.com/

Here, I visit with Tonya Chandler -- President of the BLGO subsidiary BioLargo Equipment Solutions and Technology -- on this week's news of the completed installation of its patented Aqueous Electrostatic Concentrator (AEC) PFAS treatment system at the Lake Stockholm municipal water facility in New Jersey.

As BioLargo (OTCQX-BLGO) parent company CEO Dennis Calvert commented, "The Lake Stockholm installation marks an important milestone for BioLargo as its AEC technology transitions into real-life municipal use. Once the facility goes through the commissioning process to get fully operational, this system will provide the Lake Stockholm community with drinking water that exceeds both the EPA's and New Jersey's stricter PFAS drinking water standards."

Tonya here gives us a quick refresher on these "Forever Chemicals" ... the daunting task golbally to mitigate these environmental and health issues (ultimately costing in the many TRILLIONS of dollars globally ... and HOW and WHY BioLargo's patented AEC system is truly "The Better Mousetrap" the industry, utilities, manufacturers and others need!

For more, visit https://www.biolargo.com/

Here, I catch up for a quick update with CEO Deepak Varshney of Formation Metals, discussing the drilling success to date at its N-2 Project in Quebec and upcoming catalysts: assays, MORE drilling in the current expanded program and a resource estimate around mid-year.

Formation is one of my several recommendations I specifically singled out back around Christmas to load up on for the sector's next push. Since then, FOMO has doubled!

A Great story here, folks! -- And significant money and brain power is behind this well-located project that could break out in 2026 as Quebec's newest significant gold resource.

Website, news, etc. -- https://formationmetalsinc.com/

Here, Rudi Fronk – Chairman and C.E.O of Seabridge Gold (NYSE-SA; TSE-SEA) joins me to take a quick lap around the three key stories/developments we should see early on in this New Year:

-- The company is now down to ONE “Preferred Partner” for the KSM Project, sporting the world’s biggest gold resources and third-largest copper ones. Work is continuing with this partner (whose identity should finally be announced early on in 2026) toward final Feasibility.

-- The Courageous Lake asset in the Northwest Territories will be spun out to shareholders as a separate company. This asset has existing M&I Resources of 11 million ounces of gold!

-- Exploration and drilling success continued into year-end 2025 at Iskut, west of KSM, where a maiden Mineral Resource Estimate is exxpected in the near term.

All told -- as both Rudi and Yours truly opine here -- Seabridge shares remain cheap!

LINKS:

Seabridge's home page (with links to the recent news items, etc.) -- https://www.seabridgegold.com/

"The Case for Gold" -- https://www.seabridgegold.com/news-events/case-for-gold

Here, my long-time friend and colleague Rick Ackerman (of the eponymous technical/trading service "Rick's Picks," just one of the informative things you'll find at rickackerman.com) joins me on an important market day which marked the One-Year Anniversary of Trump 2.0

The president has many enemies: from leftists protecting pedophiles and other criminals in Minnesota (and elsewhere)...to various nations not all that happy with his assertiveness over trade, tariffs, Greenland, "The Donroe Doctrine" and more.

But perhaps his BIGGEST foe--and one that he may not be able to overcome--is The Dreaded Bond Market Vigilante.

You've heard me discuss the president's (and the Treasury's) looming crisis for a little while now. Today--as world bond markets REALLY start to blow out -- Rick joins me to sort iot all out.

Along the way of discussing both the fundamental and technical picture for Treasuries (NOT a pretty picture!) we add some counterintutive thoughts on the U.S. dollar, metals, politics and MUCH MORE!

A lively and very "meaty" conversation, if I may say so.