Episodes

  • The Future of Coal: Market Trends, Supply Challenges, and Global Demand

    The Future of Coal: Market Trends, Supply Challenges, and Global Demand
    Mar 1 2025
    Join experts Andy and Matt Warder as they discuss the long-term thesis for the coal industry, focusing on market trends, supply issues, and global demand. They delve into the complexities of coal supply and demand dynamics, the impact of geopolitical events like the Russia-Ukraine war, and regional markets, including China, India, and Europe. The conversation also touches on the recovery potential of the U.S. domestic coal market, the role of tariffs, and practical investment timelines for coal-related stocks. Perfect for industry watchers, investors, and anyone keen on understanding the future of coal in both thermal and metallurgical segments. For more…
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    33 mins
  • Will Europe Survive the Carve-Up? Tom Luongo's Take

    Will Europe Survive the Carve-Up? Tom Luongo's Take
    Mar 1 2025
    In this episode, Tom Luongo of Gold Goats and Guns dives deep into the power shifts shaping the global landscape under Trump’s administration. From the reorganization of geopolitical alliances and the possible new alliances between the US, Russia, and China, to the end of Europe’s economic dominance, Luongo explores the dynamics at play. The discussion covers the leverage politics over Europe, the potential carving up of the world, financial restructuring, the changing roles of military and economic strategies, and the future of global asset valuation, including the role of gold and digital currencies like Bitcoin. This conversation offers a comprehensive…
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    1 hr and 18 mins
  • Exploring Strategic Molybdenum Opportunities with Dave O'Brien Stuhini Exploration Insights

    Exploring Strategic Molybdenum Opportunities with Dave O'Brien Stuhini Exploration Insights
    Feb 26 2025
    Andy and Steve interview Dave O’Brien from Stuhini Exploration to delve deep into the lucrative world of molybdenum mining. Discover the history and potential of the Ruby Creek molybdenum deposit, a project once halted by the financial crisis but now experiencing renewed interest as molybdenum prices surge. Dave shares his venture capitalist approach to mineral exploration, emphasizing the significance of this strategic metal in various applications, including green technologies. Learn about Stuhini’s prudent financial strategies, their tight share structure, and future plans for advancing their high purity molybdenum deposit in British Columbia. Don’t miss this enlightening discussion on the promising…
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    20 mins
  • Unlocking the Potential of SK Creek A Deep Dive with Skeena Gold and Silver

    Unlocking the Potential of SK Creek A Deep Dive with Skeena Gold and Silver
    Feb 22 2025
    oin us as we dive into the rich history and promising future of SK Creek, the highest grade gold mine in the world formerly operated by Barrick from 1994 to 2008. Now under the stewardship of Skeena Gold and Silver, this polymetallic deposit is set to resume operations as an open-pit mine by 2027. In this episode, we discuss the incredible grades of gold and silver, the strategic rebranding of the company, its prime location in British Columbia’s Golden Triangle, and the significant upside potential. Our guest shares insights on the management team, upcoming milestones, financing strategies, and the broader…
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    22 mins
  • Sendero Resources Opportunities, Risks, and Strategic Moves with Jeremy Gillis

    Sendero Resources Opportunities, Risks, and Strategic Moves with Jeremy Gillis
    Feb 22 2025
    In this insightful episode, Jeremy Gillis of Sendero Resources shares the latest updates and strategic plans of the company. Discussing the exploration success, jurisdictional advantages in Argentina, and access to capital, Gillis explains why Sendero is positioned for high returns and significant growth. He also provides detailed information on the potential large-scale project, ongoing geological assessments, and the importance of having experienced investors and technical experts. This video is essential for investors interested in the mining sector, highlighting the critical aspects to consider when evaluating opportunities. For more info on Sendero Resources, visit: https://senderoresources.com/
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    22 mins
  • Global Geopolitics with Larry Johnson NATO, Ukraine, Russia, Israel

    Global Geopolitics with Larry Johnson NATO, Ukraine, Russia, Israel
    Feb 22 2025
    In this insightful episode, Larry Johnson and Andy discuss the deliberate plan by Donald Trump to distance the United States from NATO and reassign responsibilities to the UK. They dive into the implications of recent international events, including JD Vance’s controversial remarks at the Munich Security Conference and the shifting dynamics within NATO. Larry provides his perspective on the future of NATO, the complex relationship between Trump and Putin, and how this affects Ukraine. They also explore the evolving geopolitical landscape, focusing on the Middle East and Israel’s military challenges. The conversation delves into the broader international ramifications, including US-Iran…
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    37 mins
  • The Gold Market Surge And Gold Stocks with Adrian Day

    The Gold Market Surge And Gold Stocks with Adrian Day
    Feb 22 2025
    Join Andy and Adrian Day from Adrian Day Asset Management as they discuss the current state of the gold market and gold stocks. In this episode, they cover the widening gap between gold and gold stocks, the role of central banks in gold buying, and the impact of U.S. retail investor demand on gold equities. They explore the undervaluation of major gold stocks and the resilience of gold prices, offering insights into potential investment opportunities. Adrian also shares his perspectives on the future movement of gold prices and the factors that might influence U.S. investors to consider gold stocks. For…
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    31 mins
  • The Gold Market Surge And Gold Stocks with Adrian Day

    The Gold Market Surge And Gold Stocks with Adrian Day
    Feb 22 2025
    Join Andy and Adrian Day from Adrian Day Asset Management as they discuss the current state of the gold market and gold stocks. In this episode, they cover the widening gap between gold and gold stocks, the role of central banks in gold buying, and the impact of U.S. retail investor demand on gold equities. They explore the undervaluation of major gold stocks and the resilience of gold prices, offering insights into potential investment opportunities. Adrian also shares his perspectives on the future movement of gold prices and the factors that might influence U.S. investors to consider gold stocks. Visit…
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    31 mins