August 11, 2017
00:00:08 We're going to do something different as opposed to me reading scripts about the panelists I'm going to make them introduce themselves. Gentlemen you're going to have 60 seconds to tell the people why they should care what your top picks are. What value you intend to deliver....
August 10, 2017
00:00:08 Deb Randhawa is the chairman and CEO of fission as many people probably know. Nick Hodge rights to the outsider letter. He's from Baltimore moving to Spokane. I think we're going to keep it at 2 to 2, yeah. Both at the end we can do another powwow.
00:00:25 Probably better...
August 8, 2017
00:00:08 Let's talk about lithium. This really a time to be critical and optimistic but we want to ask the question so you have a better broader knowledge. Take a look at the slides here guys.
00:00:18 I was a gigafactory about six weeks ago. I spent the better part of the day there. Has...
August 5, 2017
00:00:09 You know Rick had some wonderful sage advice for everyone. I was recently this past week at listen to BBH. It's the only investment firm, banking firm that has it's all run by partners and their best year ever was 2008. They do a lot of custody work. They said all their studies and...
August 2, 2017
00:00:09 You will notice Trump in the title, that wasn’t intentional in terms of high quality people but it does get attention. One of the things that many accomplished speakers in finance try to do is they try and begin or end a speech with quote from Warren Buffet. It's an old...
August 2, 2017
The mining industry isn't known for an taking an innovative approach to business. Part of this lack of innovation has to do with the risks involved in the industry, with most miners doing what they can to generate free cash in an environment that is rarely stable.
When times are good, all...
August 1, 2017
Electric cars have become popular in a very short amount of time. Tesla, who is the industry darling, has only been producing cars for a decade. Now they are one of the largest automotive manufactures in the world, if you use market cap as your measurement metric of choice.
This rise in full...
August 1, 2017
00:00:09 Nice to see everybody. Wow! Junior Mining, Right Place, Right time 2017. Is a monetary shift about to shock mining forever? Okay, so big question everybody. Raise your hands. How many people believe that there is this thing called gold manipulation? Okay. The ones that didn’t raise...
July 31, 2017
After a 52-year long civil war in Colombia, a peace deal signals the much-anticipated end to conflict. Under the close supervision of U.N. inspectors, The FARC, or Revolutionary Armed Forces of Colombia, has packed up its weapons. For his part in resolving the five-decade civil war, Colombia's...
July 31, 2017
Friday's GDP report sent the US Dollar lower, and it appears that the market may be looking to gold in a bid for safety. The yellow metal rose above $1265 USD in the wake of the report, and silver was also bought. The GDP print of a 2.6% growth rate was very close to consensus, but a much lower...
July 28, 2017
00:00:08 I'm going to be talking about Private Placement Investing today and apparently, I'm in some danger of violating both U.S. and Canadian securities laws are a trace on both sides of the boarder wanted to see my notes ahead of my speech so I didn’t prepare them and so that...
July 28, 2017
Getting to the bottom of a mining operation can be a lot of work, and Marin Katusa has shown his ability to do just that. While he currently operates Katusa Research, and sits on the board of Copper Mountain Mining Corporation, his experiences in the resource sector are vast.
Legendary investor...
July 27, 2017
The last few decades have been rough at times, and Jim Rickards has been on the frontline more than once. When the LTCM debacle roiled international debt markets, Jim was sitting at the table with the principles. With decades of experience on Wall Street, he was in a unique position to help resolve...
July 26, 2017
Copper prices have been on a tear over the last few months, and this week the red metal has posted some of the strongest prices in the last two years. While there is still a surplus in the market, it may not be enough to break the rally.
Strong data from China has been cited as one of the...