Nick Hodge, Co-Owner of Digest Publishing and editor of Foundational Profits and Hodge Family Office, joins us for a longer-format discussion on and the macro and micro themes that feed into investing in precious metals equities.  We cover gold, silver, platinum, and palladium stocks and Nick shares a number of stocks he is animated by in each category.

We start off with some higher-level observations on the recent market volatility from the Trump tariffs, DeepSeek impacts to the tech sector, and breakout to all-time highs in gold as investors diversify some out of the uncertainty. Within the gold and silver equities we note the expanded participation from the juniors, and discuss topics like jurisdiction, permitting, bringing in strategic partnerships at both the project and equity level, merger and acquisition transactions, and the revaluation of ounces in the ground.  Nick explains why it is finally the time to start considering quality silver, platinum, and palladium stocks at this point in the market and sentiment cycle.

Click here to follow Nick’s analysis and publications over at Digest Publishing