Natural Resource Stocks

In this episode, Dudley Baker discusses the nuances of investing in stock warrants, especially within the mining and precious metals sectors. With over 20 years of experience, Dudley explains the importance of diversification and not investing all your money in stock warrants. He details his background in accounting and how it aids his investment strategy, focusing on companies with potential for high returns, like 10x or 50x. Dudley also emphasizes the significance of insider buying and a long-term chart analysis in decision-making. He discusses the challenges and opportunities with warrants, including the impact of expiration dates and reverse stock splits.…

In this episode, we explore the latest developments at Olympic Precious Metals as they aim to complete their first copper acquisition this October without needing additional capital. The company’s favorable structure for investors focuses on minimizing dilution and achieving major milestones over a long-term period. The next three to six months are crucial, as they seek to secure their second and third assets, resembling their successful gold project in Mongolia. They plan to go public soon after, leveraging their already listed shell company on the TSX Venture. Olympic Precious Metals, guided by Matt Wood and Neil, is building on their…

In this episode, Andy connects with Keith Schaefer to discuss the current state of metal prices and gold’s position as a hot commodity. Keith provides insights into the junior mining sector, focusing on the importance of management quality and share structure when evaluating mining investments. They discuss the potential of companies like Luca Mining and Calibre Mining, highlighting key catalysts for a promising stock re-rate. Additionally, Keith shares his views on the oil and gas market, emphasizing the efficiency gains in oil field services and the importance of choosing the right investment teams. Finally, practical advice is given on evaluating…

In this episode, host Dan Welch delves into the complexities of the Ukraine-Russia conflict as of October 11, 2024, discussing how this has been an American war against Russia, with implications of a potential nuclear confrontation. Welch criticizes the lack of honesty from global media and governments, highlighting discrepancies in narrative around Ukraine’s struggles and the U.S.’s involvement. He emphasizes how truth manipulation, akin to public relations tactics, affects public perception and discourse. Welch provides insight into geopolitical strategies, military operations, and western influences shaped by economic interests and historical context. The conversation captures the volatile dynamics and public deception…

In this engaging discussion, analyst Bill Holter shares insights on current global financial instability, societal challenges, and geopolitical tensions. Key topics include the BRICS meeting, the potential manipulation of financial markets, and the importance of gold and silver in global economics. Holter provides a critical analysis of past events, from 9/11 to COVID-19, and their impact on societal rights and government actions. He discusses potential scenarios leading to currency and societal collapse, with a focus on the consequences for U.S. elections and global markets. Tapping into the importance of precious metals, Holter highlights their role in the current financial landscape…

In this episode, Andy Schectman and Andy Millette disccus Russia’s unprecedented announcement to begin stockpiling platinum, palladium, and silver, marking a pivotal moment as no other country has explicitly declared intentions to accumulate silver for reserves. The conversation covers the strategic moves by China and India in accumulating silver and gold, often outside traditional Western exchanges. It delves into the broader implications for global economics, including the upcoming BRICS meeting and the potential introduction of a new settlement currency backed by commodities like gold. The dialogue also touches upon the shifting dynamics of global power and the implications for the…

In this engaging episode, Andy and Dennis discuss the current dynamics across different markets. They start with the stock market’s potential correction as signs suggest a high probability of a pullback due to the unusual rise in the VIX, indicating concerns about upcoming volatility. Dennis shares his strategy of buying puts for November, both as a speculative trade and a hedge, and discusses broader economic and geopolitical factors impacting market uncertainty. The conversation then shifts to the launch of Dennis’s new product, VIX Exchange, a newsletter providing regular market updates and trade recommendations. Furthermore, they dive into the oil market’s…

Simon Hunt discusses the escalating geopolitical tensions focusing on potential conflicts in the Middle East involving Iran, Israel, and the larger implications for U.S. elections and NATO’s strategies against Russia. He explores strategic alliances among BRICS nations and their impact on global markets, the likely revaluation of gold, the future of commodities, and the potential systemic collapse due to rising U.S. inflation rates. The conversation also touches upon China’s and India’s roles, potential capital flow restrictions, and the precarious position of the U.S. bond market amidst these global uncertainties.

In this episode, hosts Andy and Oliver Friesen CEO of Guardian Metal Resources discuss the potential implications of China’s export bans on strategic metals like antimony and speculated future bans on tungsten. With approximately 86% of the global tungsten supply coming from China, the experts foresee significant geopolitical and economic challenges if export restrictions occur. The episode delves into the strategic importance of tungsten in the defense industry, the U.S. struggle to secure domestic metal supplies, and actions being undertaken by Guardian Metal Resources to mitigate these supply risks, including their advancements with the Pilot Mountain project in Nevada. Oliver…

In this episode, Keith Weiner discusses the implications of recent Federal Reserve actions, particularly in the context of expected defaults in commercial real estate and corporate debts. He critiques the Fed’s past and present approaches to interest rates and highlights the risks posed by the growing number of ‘zombie’ companies. The conversation covers how global economic dynamics, like those in China, Turkey, India, and the Arab world, influence gold markets amidst rising deflationary pressures. Keith also dispels common misconceptions about deflation and inflation, providing insights into potential future trends in the financial markets. If you would like to know more…