Resource Insider Podcast

www.resource-insider.com If you are a mining investor you need to know about Pucara Gold. In this podcast, I interview Steve Zuker, CEO, and Ken Balleweg, VP Exploration, of Pucara Gold. Steve is a geologist with over 30 years of experience in economic geology and exploration in Asia, and North and South America. His last 22 years have been focused on exploration in Peru. Ken is also an exploratio...

www.resource-insider.com ***EPISODE 36*** Chad is a professional geologist with and the founder of Ridgeline Minerals. A gold exploration company focused on Nevada. Chad started the company out of his garage and worked for over a year without a salary. In this podcast Jamie and Chad discuss his background of discovery in Nevada, what Ridgeline does differently, and why it's essential to take a big...

www.resource-insider.com ***EPISODE 35*** Francis is the EVP of Exploration at Kenorland Minerals, a prospect generator that recently made a significant gold discovery in Quebec Canada. In this conversation Francis and Jamie discuss: how gold discoveries are made, what constitutes a discovery, and where geologists need to start looking for the future of exploration. This may be one of the most imp...

www.resource-insider.com ***EPISODE 24*** Jack Lundin is the CEO of Bluestone Resources. He's a trained a mining engineer who cut his teeth at Lundin Gold's FDN Project in Ecuador, he's also the son of mining magnate Lukas Lundin. In this conversation, Jack and Jamie discuss Jack's first CEO role, what prepared him for it, and why he chose Bluestone's Cerro Blanco Gold Project. Jack sheds light on...

www.resource-insider.com ***EPISODE 23*** James Withall is the CEO of Rupert Resources. He's also a geologist, investor and ex-fund manager. In this conversation James and Jamie discuss where the junior mining industry gets it wrong, how to run an exploration company like a hedge fund, how to allocate capital effectively, and why Rupert Resources represents a major opportunity for investors. ***Fo...

www.resource-insider.com ***EPISODE 22*** Adrian Day is a generalist asset manager with a long-term value approach to allocating capital. In this episode, Jamie and Adrian talk about why Adrian sees more value in gold equities than any other asset class. In this discussion, they discuss about how Adrian's investment philosophy has evolved over the last 30 years. ***Follow Resource Insider*** iTune...

www.resource-insider.com ***EPISODE 20*** Paul Matysek is the CEO and Chairman of GOLDX Mining. In this episode Paul and Jamie discuss building shareholder value by aligning interests. Paul has built and sold 5 mining companies throughout his career, and created more than $2 billion worth of shareholder value. In this episode Paul elaborates on the current gold environment, why Paul recently joine...

www.resource-insider.com ***EPISODE 19*** Craig Parry is the Chairman of Vizsla Resources and Skeena Resources, a Partner at mining PE Firm EMR Capital, and the CEO of IsoEnergy. In this conversation, Jamie & Craig discuss the impacts of Covid19 on the mining industry, the role of private equity in the sector, the case for Uranium, and how Craig is allocating his own time and capital. ***Follow Re...

www.resource-insider.com ***EPISODE 18*** David Garofalo is the Chairman and CEO of the Marshall Precious Metals Fund. Many of you may recognize David from his previous roles as CFO: Agnico Eagle Mines, CEO: Hudbay, or CEO: Goldcorp. In this conversation, Jamie & David talk about the impacts of COVID19, the challenges it presents to operating mines, and why now may be the time to start investing i...

www.resource-insider.com ***EPISODE 17*** Nolan Watson is the President and CEO of Sandstorm Gold, a Vancouver based streaming and royalty company. In this conversation, Jamie & Nolan discuss the impacts of COVID19 on royalty companies, how Nolan is managing his own portfolio, which of his competitors he's buying, why he's bullish on base metals in the long term, and the importance of using the wo...

www.resource-insider.com ***EPISODE 16*** Willem Middelkoop (Twitter: @wmiddelkoop) is the founder and CIO of the Commodity Discovery Fund. Willem focuses his investments on exploration-stage projects working to make tier one discoveries. Willem has published 8 books focusing on macroeconomics, energy, geopolitics, and markets. In this conversation, Jamie & Willem discuss the incredible asymmetric...

www.resource-insider.com ***EPISODE 15*** John Budreski is Canadian finance professional with decades of experience in investment banking and corporate leadership. Today he leads to companies and sits on the board of several others including Sandstorm Gold. In this conversation John & Jamie discuss his experience building and leading several investment banks, his move to the corporate world, and w...

www.resource-insider.com ***EPISODE 14*** Mike Konnert is the Founder & CEO of Vizsla Resources a successful silver exploration company focused on discovery and resource expansion in Sinaloa Mexico. In this interview Jamie & Mike discuss the opportunity facing new investors entering the space, why precious metals are set to run, and why millennial money may finally be entering the mining sector. *...

www.resource-insider.com ***EPISODE 13*** Tavi Costa (Twitter: @TaviCosta) is a macro focused portfolio manager at Crescat Capital. Tavi built the macro model his firm lies upon to identifies the current stage of the US economic cycle. His research has been featured in Bloomberg, The Wall Street Journal, CNN, Financial Post, The Globe and Mail, Real Vision, Reuters. In this conversation Jamie & Ta...

www.resource-insider.com ***EPISODE 12*** Mike Alkin is the founder and CIO of Sachem Cove Partners a Uranium focused investment partnership. Tim Chilleri is his head analyst. In this conversation Mike/Tim & Jamie discuss the current asymmetric trade in the Uranium sector, the coming supply crunch, and why so many market participants have their head in the sand. They also discuss the ongoing Coron...

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 his own E&P Company, PCORE Exploration. PCORE raised $100 million in private equity from Natural Gas Partners to exploit what Scott discovered to be “the secret” to a profitable fracking operation.

www.resource-insider.com ***EPISODE 10*** Matt Geiger is the Founder and Managing Partner of MJG Capital, a natural resource focused investment partnership. In this conversation Jamie and Matt discuss the similarities/differences between resource investing and tech investing, current market volatility and the impact on the gold space, and how Matt is deploying capital. Matt has been managing money...

www.resource-insider.com ***EPISODE 09*** Brent Johnson is a professional investors and macro-economic thinker. Brent is the CEO of Santiago Capital, a wealth management firm focused on helping clients benefit from, what Brent believes, will be a massive run in the US dollar. In this conversation Brent makes the macro case for the US economy, and US currency, as the place to be for investors. Bent...

www.resource-insider.com ***EPISODE 08*** Trevor Hall is the host/creator of the excellent mining podcast "Mining Stock Daily" a show that seeks to educate investors about what the hell is going on in the mining sector. Trevor's had Jamie on his show several times, and today Jamie got to return the favour. In this episode Trevor and Jamie talk about what's going on in the world, the impacts on the...

www.resource-insider.com ***EPISODE 07*** Rob McEwen is the Founder and former Chairman/CEO of Goldcorp, the Founder & current Chairman of McEwen Mining and a legend in the gold space. Rob and Jamie discuss challenges facing mining companies around the world, the unique opportunity for resource investors, political reactions to the Coronavirus, and what the world may face coming out the other end...

***EPISODE 06*** Ross Beaty is the Chairman of Equinox Gold and Pan American Silver. Jamie and Ross discuss the challenges facing producing miners during the Covid-19 crisis, the case for owning gold equities, and why Ross is steering clear of oil & gas stocks. ***RI QUARANTINED*** A special addition of the RI Podcast where Jamie interviews the mining industry's top leaders and investors about the...

www.resource-insider.com ***EPISODE 05*** Genevieve Roch-Decter is the Co-Founder and CEO of Grit Capital. In this conversation Jamie and Genevieve discuss the transition of traditional sources of venture capital to online platforms, why social media marketing is essential for Canadian capital markets, and why time in the market trumps market timing. Genevieve elaborates on the importance of "high...

www.resource-insider.com ***EPISODE 04*** Warren Irwin talks Covid-19, China's speedy recovery, what's going on in the markets, and what investors can expect in North America and Europe over the coming months. Warren is one of the most respected voices in the natural resource sector and offers great advice and perspective for investors in a challenging time. ***RI QUARANTINED*** A special addition...

www.resource-insider.com ***RI QUARANTINED*** A special addition of the RI Podcast where Jamie interviews the mining industry's top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely. ***EPISODE 03*** Marcel de Groot is the President and Co-Founder of Pat...

www.resource-insider.com ***RI QUARANTINED*** A special addition of the RI Podcast where Jamie interviews the mining industry's top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely. ***EPISODE 02*** Rick Rule President & CEO, Sprott U.S. Holdings and Ja...