The Northern Miner Podcast

In this week's episode, Cam Currie, senior investment advisor at Canaccord Genuity and founder of Currie Metals and Mining Group, joins host Adrian Pocobelli to analyze the recent surge in gold and gold stocks. Currie offers his insights on how autocratic BRICS nations are driving up gold prices as they move toward establishing a new gold standard. He also explains why he believes gold stocks rema...

In this week's episode, Dean McPherson, Head of Global Mining at TMX Group, joins host Adrian Pocobelli to discuss the renewed focus on the Canadian mining industry within Canadian capital markets. McPherson highlights how both the TSX and TSX Venture exchanges are reaping the benefits, though he notes that the majority of investment is flowing towards larger issuers on both platforms. He also add...

In this week's episode, Rule Investment Media CEO Rick Rule joins host Adrian Pocobelli to discuss the legacy of renowned newsletter writer James Dines (1931-2022). Rule delves into the 'larger than life' impact Dines had on the resource investment community and highlights his pioneering contributions to mass psychology and technical analysis in newsletter writing. Additionally, Rule shares person...

This week's episode features Chief Dawna Hope of the First Nation of Na-Cho Nyäk Dun in conversation with host Adrian Pocobelli. Chief Hope discusses her experience dealing with the heap leach pad failure at Victoria Gold's Eagle Mine in Yukon. She shares how she discovered the disaster, the responses from the Yukon and federal governments, as well as the company's actions. Chief Hope expresses he...

This week’s episode features Northern Miner western editor Henry Lazenby in conversation with host Adrian Pocobelli, discussing his experience at the Rule Symposium in Boca Raton, Florida, held from July 7-11, 2024. Lazenby highlighted the significant interest in copper and silver among metals investors, noting the growing activity in the United States as miners look to capitalize on the rerouting...

This week’s episode features MineConnect Executive Director Marla Tremblay in conversation with host Adrian Pocobelli about how the organization facilitates relationships within the mining industry at both provincial and international levels. Tremblay discusses MineConnect's history and its role in the industry, highlighting its origins as a connector between miners and suppliers. She explains tha...

This week’s episode features Northern Miner production editor Blair McBride in conversation with host Adrian Pocobelli, discussing recent developments at Victoria Gold’s Eagle mine in Yukon. McBride recounts a series of unusual events, including a heap leach pad failure at the mine, which occurred while he was attending an investment conference in Dawson City. He details the company’s and the Yuko...

This week’s episode features TGN Consulting founding partner and CEO Kari Granger in conversation with host Adrian Pocobelli on the practical challenges of M&A. Granger explains how company cultures can collide when joining two companies and how generalist workers can adapt better than others with very specific tasks. She also describes the importance of AI in regard to deskless and deskbound work...

This week’s episode features CPM Group managing partner Jeffrey Christian in conversation with host Adrian Pocobelli on the gold market. Christian describes what he sees as the major factors impacting the gold price, including a growing demand for physical metal as a hedge against geopolitical uncertainty and perceived stability of  the financial system. He also explains why physical gold demand h...

This week’s episode features AI Energy CEO Mariem Akrout in conversation with host Adrian Pocobelli, discussing the latest developments in artificial intelligence and its impact on the mining industry. Akrout explains how AI can create efficiencies within companies to save both money and time. She also describes how AI technology can be used to reassess deposits, providing more accurate and effici...

This week’s episode features Craig Adam, a wind turbine technician and former uranium processing technician, in conversation with host Adrian Pocobelli. They discuss the unique experiences and challenges of working in two industries critical to the green transition. Adam shares insights from his 14 years of experience in uranium processing in Saskatchewan, including safety precautions, security, a...

This week’s episode features enCore Energy founder and executive chair William Sheriff in conversation with host Adrian Pocobelli on the uranium market. Sheriff describes how the uranium industry has changed since 1986, when he first got involved, and how Russia and  geopolitics have impacted the market in recent years. He also explains his bullish view on the market and why it might have decades...

This week's episode features Peter Bryant, board chair of Clareo and the Development Partner Institute, in conversation with host Adrian Pocobelli, discussing some of the biggest issues facing the mining industry. Bryant delves into the anticipated shortfall in metal supplies in the coming years and the ongoing acquisition attempt by BHP for Anglo American, exploring its potential implications for...

This week's episode features Access Mining's George McLeod in conversation with host Adrian Pocobelli about the copper and gold markets, particularly in the context of Africa. McLeod explains why the rumors surrounding Wagner's interest in Barrick's Loulo-Gounkoto complex in Mali are unlikely to materialize. He also discusses the various security challenges of mining in the Democratic Republic of...

This week's episode features Revival Gold president and CEO Hugh Agro in conversation with host Adrian Pocobelli about mining in the United States. Agro shares his views on the Mining Clarity Act, which is making its way through the U.S. Congress. He also explains why he sees gold in a 'quiet bull market' and why mid-tier and junior gold stocks may take longer to move than the seniors. Additionall...

This week’s episode features Global X ETFs commodities investment strategist Roberta Caselli in conversation with host Adrian Pocobelli on the metals markets. Caselli explains why uranium and copper are metals of particular interest right now, largely due to supply constraints in both markets. She also discusses the implications of a potential ban on Russian uranium in the United States and why ur...

This week's episode features Cecilia Jamasmie, the editor-in-chief of MINING.com, in conversation with host Adrian Pocobelli about BHP's recent bid for Anglo American. Jamasmie delves into the complexities and political risks associated with the deal, but emphasizes that BHP is particularly drawn to the copper assets in Anglo American's portfolio. She also provides insights into the history of Ang...

This week’s episode features Currie Metals & Mining Group's Cam Currie in conversation with host Adrian Pocobelli on macroeconomics, gold stocks, copper, and lithium. Currie explains why it's not too late to buy gold stocks, as well as why BRICS nations are diversifying away from the U.S. dollar. He also shares his views on copper and why it still might be too early to invest in lithium. All this...

This week's episode features Anthony Milewski, CEO of Nickel 28, in conversation with host Adrian Pocobelli about the latest developments in the nickel market. Milewski explains why nickel miners are struggling due to an oversupply from Indonesia, a low-cost producer that commands a 70% share of the global nickel market. He also discusses the shifting narrative in metals, moving from electric vehi...

This week's episode features Nouveau Monde Graphite founder, President, and CEO Eric Desaulniers in conversation with host Adrian Pocobelli, discussing the reshoring of graphite production and processing in North America. Desaulniers explains the evolution of the graphite industry since 2013, when the company went public, and highlights the critical role Quebec institutions have played in the busi...

This week's episode features CPM Group managing partner Jeffrey Christian in conversation with host Adrian Pocobelli on the red-hot gold market. Christian explains his views on the main causes behind the recent sharp rise in gold prices and shares his thoughts on the relationship between interest rates and the gold price. He also delves into central bank reserves, mining supply, and all-in sustain...

This week’s episode features a discussion between Association for Mineral Exploration president and CEO Keerit Jutla and host Adrian Pocobelli on the latest developments concerning British Columbia’s Mineral Tenure Act. Jutla highlights that current discussions are unfolding with minimal contribution from the mining sector, positing that a more sustainable and effective solution could be achieved...

This week's episode welcomes investor and former CEO of Sprott Holdings, Rick Rule, to discuss his investing philosophy, experiences at this year's PDAC, his friendship with the late newsletter writer James Dines, green metal pricing and more. As a contrarian, Rule contends that exploration companies are actually overfunded, rather than underfunded, and explains why he believes ESG metal pricing w...

This week's episode features the Northern Miner editorial team discussing this year's Prospectors & Developers Association of Canada (PDAC) convention. Editor-in-Chief Alisha Hiyate, Western Editor Henry Lazenby, Senior Staff Reporter Colin McClelland, and Copy Editor and Production Editor Blair McBride share their thoughts on the main takeaways from the conference. These include a general positiv...

This week's episode features consultant and former Undersecretary of Mining and Sustainability in Argentina, Juan Biset, in conversation with host Adrian Pocobelli about the latest developments in Argentina. Biset praises Argentina and many of its neighbors in South America as "the land of opportunity," which could aid the United States and the West in securing the critical metals needed to transi...