Please enjoy my conversation with Rebecca Hunter, VP of Exploration at Forum Energy Metals $FMC.V.

Rebecca has spent her life exploring the world for commodities, specifically uranium.

This week, we get a boots-on-the-ground view of what it's like to explore for uranium. We discuss everything that goes into it, including geophysics, drilling, capital allocation, where to drill, and what red flags Rebecca sees in other junior explorer companies.

Finally, we end the conversation discussing the uranium market, it's supply/demand imbalance, and what higher prices mean for the future of yellow cake.

If you enjoyed this episode, please follow Rebecca on Twitter @UraniumHuntress.

Also, please note that I do not own shares in $FMC.V. This podcast is for entertainment/educational purposes only. Please do you own work before investing in any security.

Josh Crumb talks all things commodities, green energy transition, mining labor shortage, and building Abaxx Futures Exchange.

I hope you enjoy.

NOTHING YOU HEAR IS INVESTMENT ADVICE. IT IS FOR ENTERTAINMENT PURPOSES ONLY. YOU ARE A FOOL IF YOU TAKE ANY OF THIS AS ADVICE.

I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters:

• Gator Capital
• Rowan Street Capital
• Third Point Capital

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

In this episode, Oliver Friesen—CEO of Guardian Metal Resources—joins for a deep dive into tungsten’s resurgence and why this little-known metal is at the center of U.S. national security, supply chains, and industrial resilience.

We unpack tungsten’s unique properties—highest melting point of any metal, extreme density, and hardness—and why it’s indispensable in defense applications from armor‑piercing munitions to high‑temperature aerospace systems. Oliver discusses Guardian’s Nevada‑focused strategy, including its flagship Pilot Mountain project, believed to be the largest undeveloped tungsten deposit on American soil, and how the company is positioning to help re‑shore U.S. supply chains.

We also explore the shifting policy landscape—China’s dominance over global tungsten supply, looming U.S. procurement bans on adversarial sources by 2027, and new federal initiatives—highlighted by a recent $6.2M U.S. Department of Defense award aimed at sustaining critical domestic tungsten production. Oliver shares how Guardian is building strategic relationships and accelerating project development to meet defense and industrial demand, while balancing responsible development and investor alignment.

Disclosure: I still own shares in $GMET. Yes they have done well. No, none of this is investment advice. This is mining you will probably lose all your money. This is entertainment.

Brian Leeners is the CEO/founder of Homerun Resources (HMR.V), a Brazilian-based silica company dedicated to bringing high-quality silica to market to help advance the solar, renewables, and AI growth initiatives.

We spent the podcast discussing the solar value chain, silica's role within that chain, what makes silica different, the supply/demand dynamics of the market, and what separates Homerun Resources' asset from its peers.

I learned a ton about silica and found a new interesting idea in the process.

I hope you enjoy!

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

I hope you guys enjoy my Investor Audibles series with these three Q1 2026 letters:

• Open Square Capital
• JDP Capital

Ideas discussed include: VAL, RIG, PTON, OXY, MELI

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

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!

This was easily my favorite podcast of the year. Granted, we're only in April. So it's exciting, but a high bar for future guests.

Gavin is a one-of-one thinker and investor. He generated a 2,000x return in his account from buying basically two stocks: Valeura Energy (VLE) and Andean Precious Metals (APM).

You will love his story on how he found, bought, and held along the way to 2,000x performance.

We also talked about process, due diligence, finding an edge, investing psychology, and AI (you'll be surprised on his AI take).

I know this is a 2HR conversation, but it is worth every second because Gavin is an independent thinker and worth your time.

NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT/EDUCATIONAL PURPOSES. YOU ARE AN IDIOT IF YOU TAKE ANY OF THIS AS ADVICE.

Stoked to have Will back on the podcast to discuss:

• Clean Tech Royalty companies (like CVW)
• Copper producers
• Gold producers
• Will's Commodity Purity Index (or CPI)
• Using AI in investment research
• Going slow to go fast (read before summarizing)

Really liked this chat.

NOTHING YOU HEAR IS INVESTMENT ADVICE. PURELY ENTERTAINMENT PURPOSES. YOU ARE A FOOL IF YOU THINK ANY OF THIS IS ADVICE. DO YOUR OWN WORK.

Kuppy is back on The Value Hive. It's been too long since Kuppy has joined the podcast.

This week, we chat Brazil, commodities, mean reversion, bombed-out industries/sectors, and investor strategy.

We spent a lot of time on investing strategy, intra-year adjustments, and how to deal with disappointing yourself versus the opportunity set.

I loved this conversation. Lots to learn and implement into your practice.

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