Resource Insider Podcast

*** 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, so all interviews are conducted remotely. ***EPISODE 01*** George Salamis CEO of Integra Resources and Jamie Keech talk about the effe...

Frank Giustra is one of the most successful financiers, entrepreneurs, and philanthropists on the planet. He’s widely known as a Canadian mining mogul and for his philanthropic efforts alongside former US President Bill Clinton - however, this barely begins to scratch the surface of his endeavors.

Greg Smith is the President of Equinox Gold, a mid-tier Canadian gold producer led by Chairman Ross Beaty. Greg started his career as an accountant but quickly moved into a management position in the mining division of KPMG. From here, he moved on to a managerial position at Goldcorp before progressing to the executive suite at Minefinders as CFO.

RJ Lyons is the President & CEO of Mjolner Shipping, focusing their operations on crude oil and refined products. RJ started working in the shipping industry after graduating from the US Merchant Marine Academy where he gained his ship officer’s license. From here, RJ’s career moved forward exposing him to nearly every aspect of the physical trading and transportation market of crude oil.

Doug Silver is a portfolio manager at Orion Resource Partners, an alternative investment management firm with $6 billion in assets under managements. Before Doug’s role at Orion, he built and sold two royalty companies. One of them, International Royalty Corporation (IRC), he sold to Royal Gold for $745 million. Doug is now a member of the mining hall of fame for the many successes that he has had...

We talk with the mercenary geologist, Mickey Fulp, and discover many lessons to be learned from his past, insights he's gained from his extensive experience in the mining industry, and valuable investment advice retail investors at home will find infinitely useful.

There is a prevailing ethos in the mining sector of “bet the jockey”. The idea being that if investors put their money behind great people success will take care of itself. But, how do we identify great people? Answering this question is more challenging than most investors acknowledge. In an industry where success is highly correlated to luck and timing, it’s easy to conflate serendipity with ski...

In today's episode of Resource Insider Podcast, I am joined by Ivan Bebek, the Executive Chairman of Auryn Resources and the Co-Chairman of Torq Resources. Ivan previously built and sold two companies: Cayden Resources and Keegan Resources. Ivan and I discuss the experience that turned Ivan from stockbroker to company builder, his focus on gold and copper, why success gets harder as you get older,...

Today's guest on Resource Insider Podcast needs no introduction. Ross Beaty is one of the few true magnates of the mining world. He's a geologist, entrepreneur, and investor who has built and sold over a dozen public companies and created many billions of dollars for shareholders (and himself). Ross and I discuss his early set backs, and how he pulled a rabbit out of a hat and turned his first com...

In today's episode of Resource Insider Podcast, I am joined by Dan Wilton. Dan is the CEO of First Mining Gold, a $150 million market cap gold developer. Before taking on the role as CEO of First Mining Gold, he spent more than 25 years in M&A, corporate finance, and investing in the mining sector. Dan and discuss how he ended up in his current position as a CEO, similarities between mining and te...

In today's episode of Resource Insider Podcast, I sit down with Ali Pejman, a mining focused investment banker and Partner at Fort Capital. Over the years he has been involved in hundreds of mining deals, working with everyone — from junior exploration companies to major producers, including advising Goldcorp in its recent acquisition by Newmont. In this fun and very entertaining conversation Ali...

In today's episode of Resource Insider Podcast, I speak to Ron Netolitzky. Ron is one of the most successful geologists, prospectors and mining entrepreneurs in Canadian history. He has been involved of dozens of mineral discoveries around the globe, and, in 2015, he was inducted into the Canadian Mining Hall of Fame. We talk about why Ron is back in Saskatchewan after decades of work around the w...

In this episode of Resource Insider Podcast, I speak to Mark O’Dea, the Chairman and Founder of Oxygen Capital, an integrated merchant bank and mining house in Vancouver, Canada. Mark is perhaps best known for selling Fronteer Gold to Newmont in 2011 for $2.3 billion Mark and I discuss his transition from scientist to CEO, the unusual opportunity that catapulted Mark into the public markets, the r...

In today's episode Resource Insider Podcast, I speak to George Salamis is the CEO of Integra Resources and past Chairman of Integra Gold. Intera Gold was sold to Eldorado Gold in 2017 for $590 million. Few people in the mining industry can boast George's technical background, capital markets savvy and track record of success. ​​In this conversation we discuss George’s views on mining M&A (and the...

In this episode of Resource Insider Podcast, I speak to Warren Irwin, the President and Chief Investment Officer of Rosseau Asset Management, a money management firm based in Toronto, Canada. For the last 20 years, Rosseau has been outperforming the sector and was ranked the top performing hedge fund in the world in 2016. Warren and I talk about why he chose to focus on mining, dig into various tr...

In today's episode of Resource Insider Podcast, I speak to Nick Germain. Nick is a full-time mining investor, commentator, and educator behind the popular website: The Mining Book Guy. In our conversation, Nick and I discuss the parallels between exploration companies and the early days of Facebook, why he believes remote and emerging jurisdictions offer investors the best opportunity to be part o...

In today's episode of Resource Insider Podcast, I talk to Willem Middelkoop, founder and fund manager Commodity Discovery Fund. Prior to becoming a full-time mining and commodity investor Willem worked as a photo journalist, financial journalist, TV presenter, and authored several best-selling books, including the Big Reset (which I recommend checking out). In our discussion, Willem and I talk abo...

In this episode Resource Insider Podcast, I talk to Randy Smallwood, the President & CEO of Wheaton Precious Metals. Wheaton Precious Metals is a Vancouver-based metal streaming company that was instrumental in pioneering the model. Randy and I discuss his early love affair with geology, how to do great deals even if your horrific at predicting commodity prices, why he believes Wheaton Precious is...

In today's episode of Resource Insider Podcast, I talk to Tom Mills, a geographer, adventurer and political scientist specializing in managing the above ground risks facing the mining and energy sectors. We discuss how Tom's military background has served him throughout his career, leading projects in war zones, how investors and entrepreneurs can make better decisions in challenging environments,...

Time for a new episode of Resource Insider Podcast. Today I talk to Brandon Duncan, the President and Founder of Backcountry Resources, a Yukon based construction, management and logistics company serving the mining and exploration sector. Brandon and I discuss how he ended up working in the remote Yukon region, the unique challenges miners face working in extreme environments, how to manage remot...

In today's episode of Resource Insider Podcast I talk to Steve de Jong, an entrepreneur from Vancouver determined to disrupt the mining industry. Steve is the CEO of VRify and the Chairman of Integra Resources. We talk about how he got his start in mining and what it’s like to be the CEO of one of the industry’s hottest startups at 28, what it was like to sell Integra Gold Corp for over half a bil...

Today I talk to Anthony Milewski, Chairman and CEO of Cobalt27, a company that owns both physical cobalt as well as various cobalt royalties, and Managing Director at Pala Investments, a mining and metals focused fund based out of Switzerland. Anthony and I talk about how to decide whether you should work at a hedge fund, the background of Anthony's interest in Russia and Eastern Europe, how he lo...

In this episode, I'm joined by Brian Paes-Braga. Brian is a partner at the Fiore Group, a private investment firm with interests in the mining, technology, entertainment, and beverage industries. Brian has been involved in a host of entrepreneurial, and philanthropic ventures, but is perhaps best known for founding and leading Lithium-X, alongside mining magnate Frank Guistra. He shares what is wh...

In today's episode of Resource Insider Podcast, I'm joined by Donald Bray. Donald is the founder of Chalkstone Partners Limited, a United Kingdom based consultancy specializing in a data driven approach to understanding conflict, communities, and power structures. In our conversation, Donald and I talk about his lessons from winning over “hearts and minds” during his 6 years on the ground in Afgha...

In this episode of Resource Insider Podcast, I talk to Teo Dechev, president & CEO Mundoro Capital and one of the few female leaders in the mining industry. Mundoro Capital is a Canadian mineral exploration company focused on copper discovery in Eastern Europe’s Tethyan Belt. Teo shares how she went from commodities trader, to research analyst and finally CEO, why the Tethyan belt is one of the mo...