0:00 Introduction1:55 Kevin Smith Macro18:22 Tavi Costa Macro40:11 Quinton Hennigh Introduction1:04:14 Snowline Gold Update1:13:46 Goliath Resources Update1:15:09 Brixton Metals Update1:25:26 Hannan Metals Update1:28:07 Core Assets Update1:30:53 Altamira Gold Update1:33:55 Juggernaut Exploration Update1:34:54 Maronan Metals Update1:36:22 Conclusion

0:00 Introduction2:06 Kevin Smith Macro10:26 Tavi Costa Macro38:20 Quinton Hennigh Introduction56:43 Snowline Gold Update1:20:19 Goliath Resources Update1:25:18 Sitka Gold Update1:28:04 Brixton Metals Update1:33:07 Juggernaut Exploration Update1:34:02 Nevada King Update1:36:16 Puma Exploration Update1:37:08 Conclusion

Discussed the anticipated market shift from large-cap growth to small-cap value stocks and highlighted significant declines in semiconductor stocks. The call also included updates on mining projects, particularly positive drilling results at a few junior explorers, indicating promising mineral intrusions.

0:00 Introduction

1:52 Kevin Smith Macro

10:34 Tavi Costa Macro

42:37 Quinton Hennigh Introduction

1:09:52 Mogotes Metals Update

1:15:28 PJX Resources Update

1:16:19 Intrepid Metals Update

1:21:22 Barksdale Resources Update

1:22:21 BCM Resources Update

1:25:39 Goliath Resources Update

1:26:22 Kingfisher Metals Update

1:27:30 Eskay Mining Update

1:28:47 Newfound Gold Corp Update

1:32:14 Lion One Metals Update

1:34:01 Conclusion

0:00 Introduction2:22 Kevin Smith Macro18:44 Tavi Costa Macro40:48 Quinton Hennigh Introduction48:00 Victoria Gold Corp 1:10:24 Sitka Gold Update1:21:13 Lion One Metals Update1:25:20 Nevada King Update1:27:23 ConclusionFind us Online:

Includes updates on Crescat's strategy for helping create new metal deposits and an analysis of the valuation metrics for top S&P 500 stocks, indicating potential overvaluation. Key indicators such as the yield curve steepening are highlighted as recession signals, and the undervaluation of the junior mining industry is emphasized.

Looking at long-term inflation expectations, and the overvaluation of different stocks, such as Nvidia. As the tech sector approaches tech bubble levels, and Crescat continues to look at historically cheap small cap holdings specifically within the exploration mining sector.

The US population continues to rise with unemployment. Money supply is outpacing global central bank assets as gold and base metals prices fluctuate. We believe we are at the beginning on a bull market in copper and Crescat is positioned accordingly. From there, Dr. Hennigh takes over to provide updates on our various companies weekly news.

0:00 Introduction1:38 Kevin Smith Macro11:39 Tavi Costa Macro46:24 Quinton Hennigh Introduction52:18 Bell Copper Update55:14 BCM Resources Update58:57 Barksdale Resources Update1:02:06 Western Alaska Resources Update1:04:25 Fathom Nickel Update1:09:02 Red Canyon Resources Update1:10:23 Novo Resources Update1:12:35 Intrepid Metals Update1:13:59 Harvest Gold Update1:17:38 Red Pine Exploration Update1:19:30 Conclusion

Starting with expected rate cuts, other hedge funds