Crescat's Live Market Call

The US population continues to rise with unemployment. Money supply is outpacing global central bank assets as gold and base metals prices fluctuate. We believe we are at the beginning on a bull market in copper and Crescat is positioned accordingly. From there, Dr. Hennigh takes over to provide updates on our various companies weekly news. 0:00 Introduction 1:37 Kevin Smith Macro 9:41 Tavi Costa...

0:00 Introduction1:38 Kevin Smith Macro11:39 Tavi Costa Macro46:24 Quinton Hennigh Introduction52:18 Bell Copper Update55:14 BCM Resources Update58:57 Barksdale Resources Update1:02:06 Western Alaska Resources Update1:04:25 Fathom Nickel Update1:09:02 Red Canyon Resources Update1:10:23 Novo Resources Update1:12:35 Intrepid Metals Update1:13:59 Harvest Gold Update1:17:38 Red Pine Exploration Update...

Starting with expected rate cuts, other hedge funds redemption patterns and Crescat’s believed unique opportunity. From there, the discussion covers golds historical return pattern, what impact AI could have on investors and global copper production. Finally, Quinton Hennigh takes over to cover the inflow of cash into the mining sector and updates on Crescat’s news releasing companies. Find us Onl...

Here, Kevin highlights our investment strategies focused on undervalued stocks in the mining sector, driven by rigorous evaluation models and expected rises in metal prices. Followed by key insights from Tavi and Quinton, including the global increase in money supply, record-high gold prices, significant potential in emerging markets, and Japan's mining sector. 0:00 Introduction 1:46 Kevin Smi...

Covering macro and activist mining research updates over various topics including inflation expectations, base metals, and open pit vs. block cave mining. Quinton Hennigh highlights the importance of historical comparisons and grade to make informed investments in the exploration mining space. 0:00 Introduction 1:36 Kevin Smith Macro Updates 8:12 Tavi Costa Macro 43:57 Quinton Hennigh Introduction...

This week's call kicks off with a comparison of gold vs. small-cap explorers, highlighting the number of drills turning at Crescat investments. The team mentions potential opportunities within the Brazilian market and the overvalued US tech sector. Quinton Hennigh provides a detailed breakdown of recent exploration news, displaying a 3D model of prior drilling. 0:00 Introduction 1:29 Kevin Smi...

This week's conversation covers declining free cash flow estimates for tech giants like Microsoft and Alphabet, high levels of asset managers' net long positioning in US Equity Futures, and potential opportunities in undervalued gold-related stocks on the TSX Venture exchange. 0:00 Introduction 1:36 Kevin Smith Macro 15:06 Tavi Costa Macro 50:32 Quinton Hennigh Introduction 1:03:52 Jex Tec...

Discusses various topics including valuation of tech stocks, correlation of Bitcoin with NASDAQ, the role of gold as a hedge, concerns over rising Treasury yields, and potential impacts of government fiscal policies on commodity markets and mining prospects. Then Quinton Hennigh takes over to cover recent news from the exploration mining field. 0:00 Introduction 1:41 Kevin Smith Macro 10:13 Tavi C...

Provides macro and geologic updates on mining research, emphasizing timely news across holdings and advocating for activist investments to help create metal deposits worldwide. The call discusses persistent inflation trends, contrasts them with Fed expectations, analyzes stock positions, and shares insights on gold market performance.

0:00 Introduction 1:37 Kevin Smith Macro 16:09 Tavi Costa Macro 42:10 Quinton Hennigh Introduction 1:07:25 Rackla Metals Update 1:12:42 Fathom Nickel Updates 1:17:09 Brixton Metals Update 1:21:47 Newfound Gold Update 1:25:08 Nevada King Update 1:26:40 Red Pine Exploration 1:28:02 Conclusion Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @cresc...

Crescat Live Market Call provides updates on macroeconomic trends and geologic developments in the mining industry. The call highlights opportunities in undervalued mining stocks, emphasizes the importance of copper and zinc exploration, and hints at upcoming acquisitions. Crescat plans to capitalize on promising geological discoveries, aiming to expand its resource base and navigate the evolving...

Crescat's Live Market Call delves into macro and activist mining research, emphasizing timely updates on geological progress and advocating for mining investments. They highlight concerns about overvaluation in US equity markets, particularly in large-cap growth and tech stocks, and discuss the increasing significance of silver investments globally, citing industrial demand and historical mini...

Highlights concerns about market frothiness, particularly in technology and consumer discretionary sectors, and discusses gold and silver market trends, inflationary concerns, and the role of central banks. The call also touches on specific mining companies' activities and exploration updates, emphasizing the importance of management teams and potential investment opportunities for contrarian...