Category: Podcasts

Podcasts
Chris MacIntosh

Dylan Grice on Finding Value

Dylan Grice isn’t a Golden Globe-award winning actor, nor is he a social media celebrity, he’s 100 times better. He’s a deep thinker who before setting up Calderwood capital was research director at a large European family office, which came on the back of working as a Global strategist at

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Resources
Jamie Keech

A Look Under the Hood of U.S. Shale Oil Production with Scott Lapierre

“We have always known that shale oil wells decline fast… but the reality is, they decline even faster than expected.” Scott Lapierre has spent the last 25 years working in the oil industry as a petrophysicist. He worked for Halliburton, ConocoPhillips, and Pioneer Natural Resources before going on to start

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BQP - Uranium Pricing
Podcasts
Chris MacIntosh

The Big Question Podcast: Sachem Cove

In this episode of the Big Question Podcast, we lift the lid on what can only be described as incorrect uranium pricing, how it’s transpired and ultimately what it means for uranium pricing and all those uranium stocks you own going forward.

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Resources
Jamie Keech

Frank Giustra & The Art of Curiosity

“I don’t like giving advice to the younger generation, because I never took advice. I didn’t listen to anybody. I marched to my own drum, and it worked. Had I listened to what the older, more established people were saying to me, and suggesting that I do, I would have

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Resources
Jamie Keech

Greg Smith: Entrepreneurship in the Mining Industry

“We had some extraordinarily stressful periods of time that required a tremendous amount of work. What got us through that was the bullheaded tenacity to keep pushing no matter what happened and trying to manage stress in a way that was productive, and not falling apart or giving up…” Greg

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Resources
Jamie Keech

RJ Lyons: Everything you Need to Know about Shipping

“This past year has been fairly weak until the last 2 or 3 weeks…. VLCCs, which are 2 million-barrel ships, went from making, in the spot market, $30,000/day to $325,000/day in 14 days.” RJ Lyons is the President & CEO of Mjolner Shipping, focusing their operations on crude oil and

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Resources
Jamie Keech

The Evolution of Mining Finance As Told By Doug Silver

“You never learn when you’re successful, you only learn when you do things wrong…so I’m extremely well educated.” Doug Silver, PM at Orion Resource Partners & Jamie Keech at the Beaver Creek Previous Metals Summit The Man In The Mining Hall Of Fame Doug Silver is a portfolio manager at

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Resources
Jamie Keech

Mickey Fulp: the Mercenary Geologist

“I know the CEO of every company I own…… Looking people in the eyes is very important. I have a few trick questions up my sleeve that will separate the pretenders from contenders.” Mickey Fulp runs a newsletter called the Mercenary Geologist, it is a large well-established newsletter in the

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