Hey guys -- I'm stoked to bring you my conversation with Tomasz Nadrowski, PM of Amvest Terraden Capital.

Tomasz is one of the sharpest investors in the metals space, focusing on the "Major Minor" critical minerals like gallium, germanium, tellurium, and other critical materials needed to defend countries, arm armies, and build tomorrow's reality.

We spent over an hour diving into this complex and crazy world. I hope you enjoy it.

As always, nothing is investment advice. You're a fool if you think this is advice. It's mining ... you will likely lose all your money in the process.

I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters:

• Hirschmann Capital
• Arquitos Capital
• Third Point

PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

This was one of my favorite episodes of the year.

I love interviewing anonymous Twitter personalities, and GorillaGrip delivered.

Gorilla is a full-time commodities investor who's spent his life traveling the world, kicking rocks, meeting management teams, and making tons of money, along with a few mistakes here and there.

This conversation goes deep into geopolitics, commodity cycle identification, how Gorilla analyzes materials companies, and more.

You will love this episode if you like metals, materials, or commodities.

DISCLOSURE: Nothing you hear on this podcast is investment advice. Please DYODD. This is all for educational purposes only.

The last time I had CEO of Magna Mining Jason Jessup on the podcast his goal was to create the next FNX Mining. That would be a great outcome for everyone as FNX went from $0.25 to $35 at its peak.

But here we are a year later, and Jason is thinking bigger. FNX is no longer the goal. Think closer to Teck Resources ... or even bigger.

Jason explains his plans for NICU over the next 2-3 years, his goals for the company, and how they can grow into a multi-billion dollar Sudbury mining company.

WARNING: NICU IS MY LARGEST POSITION. NOTHING IS INVESTMENT ADVICE. DYODD. DON'T TRADE BASED OFF THIS PODCAST. IF YOU DO YOU ARE AN IDIOT.

I hope you enjoy our conversation!

I hope you guys enjoy my Investor Audibles series with these three Q4 2025 letters:

• Laughing Water Capital
• Plural Investing
• Kathmandu Capital

Ideas discussed include: NN, THRY, LFCR, PAR, WOSG.LN, LOGC, VICR, LITE

PLEASE NOTE THAT NOTHING IS INVESTMENT ADVICE. DO YOUR OWN WORK. NOTHING IS ADVICE ON THIS PODCAST.

Jason Jessup is the CEO/founder of Magna Mining $NICU. NICU is a junior copper, nickel, PGMs, and PM developer and producer in Sudbury, Canada.

I'll keep it simple. I think Jason is building the next multi-billion dollar mining company.

He's got everything in place ... the team, the assets, the opportunity. And I think he's the man for the job.

Give this podcast a listen and let me know what you think.

DISCLOSURE: NICU IS MY LARGEST PERSONAL HOLDING BY FAR. I AM BIASED. PLEASE DO YOUR OWN DUE DILIGENCE. THIS IS MINING, EVERYTHING CAN AND WILL GO WRONG. NOTHING IS ADVICE.

NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.

I hope you guys enjoy my podcast with Timothy Call of Capital Management Corp. Tim spends his time finding and investing in unloved small-caps that lead their little market niches.

These companies are often down a lot over the past year, trade at low valuation multiples, and pay shareholders via dividends/buybacks/and debt reduction.

I love this podcast because Tim uses three trade ideas that are all different. One's a consumer health company, another is a school supplies manufacturer, and another one is a gold miner.

If you like new idea generation, you will love this podcast.

NOTHING YOU HEAR IS INVESTMENT ADVICE. THIS IS EDUCATION/ENTERTAINMENT ONLY.

Chris Abbott of 1035 Capital Management joins the podcast this week to pitch more interesting stock ideas.

We discuss:

• Comstock (LODE)
• SkyX Platform (SKYX)
• Mobilicom (MOB)
• Research Frontiers (REFR)

I love chatting with Chris because I always find new investments ideas and learn something different. Chris has a unique way of looking for and at investment situations, and I know you will enjoy this conversation.

I hope you guys enjoy this Q3 2025 Investor Audible Series with:

• Hinde Group
• Atai Capital
• Greenhaven Road Capital

Lots of ideas to dig into after listening to this episode.

Enjoy!

I hope you guys enjoy my podcast with Matthew Pierson, founder of Merit Oak Capital.

Merit Oak is a long-biased hedge fund focused on long-term capital appreciation through concentrated, multi-year investments in outstanding public companies that are determined to be undervalued based on extensive fundamental research.”

Matt is an American hero, one of the toughest dudes I've ever met, and a solid emerging manager.

Enjoy!