Category: Podcasts

RI Podcast
Jamie Keech

Skyharbour Resources And Discovery In The Athabasca Basin

“Outside of just seeing uranium as a contrarian opportunity, what I was keenly interested in was the new discovery potential in the Athabasca Basin.” Jordan Trimble (@JordanPTrimble) is the President & CEO of Skyharbour Resources, a uranium exploration company focused on discovery in Canada’s Athabasca Basin. Jordan founded Skyharbour five

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RI Podcast
Jamie Keech

NexGen, Uranium, And The Future Of Energy

Sit down, grab a cup of coffee and hear directly from one of the uranium mining industry’s brightest thought leaders on the ins and outs of the uranium market and what investors should be aware of. Jamie Keech sits down with Travis McPherson of NexGen Energy Ltd. in this far reaching discussion that every investor can learn something from.

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How To Think About De-Risking Investments

Today, I spoke once again with our in-house resource mining engineer Jamie Keech. When a resource company runs 10x there is a big song and dance about it… and fair enough. The issue is that for everyone that does it, about 90 don’t… and nobody makes much mention of this

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This Giant Industry Is Starving For Capital

Following directly on from the discussion last week about capital formation in the resource industry, our in-house mining expert Jamie Keech and I today dig deeper into the current capital starvation in the resource industry and much, much more. Here are some things we discuss, which we believe are “uber importante”

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Podcast Special: Member Questions Answered

The Q&A dynamic between myself and members is an interesting thing. I get a lot out of it as I’m forced to think hard about markets, portfolio management and all sorts of other fun stuff. Today therefore we’ve a treat for you. We’ve put together a collection of some premium

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Podcast
Chris MacIntosh

World Out Of Whack: India Stack and Bitcoin (An Insider’s View)

Before the good stuff… the fun stuff. Here’s a fan mail I received in response to this. I guess he/she never made it as far as this part: “Don’t get me wrong. I’m not against EVs, and I’m all for technological innovation.” Though, in all fairness, it may be the

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Podcast
Chris MacIntosh

Julian Brigden Talks Macro With Chris MacIntosh

Join us for a chat with Julian Bridgen, a legend in the macro space with 25 years experience in financial markets. We talk about the USD, equities & the business cycle, the bond market, precious metals, Japan, oil… you name it.

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