David Lotan is a veteran trader, investor and President of LHI, an investment company targeting natural resource opportunities. His prior roles include Polar Capital's structured finance operations, Ontario Teachers' Pension Plan, and managing risk at PricewaterhouseCoopers.

Lotan serves on the board of Aurion Resources, Fox River Resources and Chibougamau Independent Mines. Certified as both a Chartered Accountant and a CPA, Lotan brings a wealth of financial expertise to his roles. His commitment to junior mining continues to shape the trajectory of the companies under his leadership. We cover:

◼️0:00 – Dave's Background

◼️3:30 – Mawson Gold/Southern Cross

◼️6:50 – Aurion Rising

◼️16:30 – Venture Stock Influence on Crypto

◼️27:10 – Nuclear Transition

◼️33:05 – Peak ESG & Developing Country Disparity

◼️39:50 – Canadian Carbon Sink

◼️48:32 – Economy Electrification

◼️52:01 – Critical Metals Overbought?

◼️52:50 – Make Money Timing Government Policy

◼️57:02 – Venture Bear & Stock Pickers Market

◼️1:02:53 –Stories Getting Traction

◼️1:05:12 – Balancing Exec & Boots on the Ground (Olympus)

◼️1:12:23 – Kenorland and Sumitomo

◼️1:14:32 – Project Generation (Globex)

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