Steve Hanke Warns: $7,000 Gold, Oil Shock, Inflation Surge
Mark interviewed Steve Hanke, a Johns Hopkins applied economics professor and former Reagan economic adviser across three big interconnected themes: the Iran ceasefire and what it means for energy markets and the Strait of Hormuz, whether a full-blown commodity super cycle is now underway, and how central banks should be thinking about inflation in all […]
Does Geophysics Really Lead to Copper-Gold Discoveries?
Kingfisher Metals is a copper-gold exploration company with two main land packages in BC’s Golden Triangle: the 933 km² HWY 37 Project and the 202 km² Forrest Kerr Project. The focus is copper-gold porphyry, with an overlying epithermal gold-silver system also in play. This interview covered the 2026 drill program strategy, the interpretation of recent […]
Can 40,000m of Drilling Turn a Big Copper Deposit Into a Mine?
Pecoy Copper is advancing the Pecoy copper-gold-molybdenum-silver project in the Arequipa region of southern Peru, with an inferred resource of 865 million tonnes at 0.34% Cu, sitting at roughly 1,650 metres elevation, about 80 km from the Pacific coast. They also hold the Tororume project, a separate copper-porphyry target about 8 km away. This interview […]
Can 1 Explorer Really Advance 19 Projects?
Yukon Metals is a Yukon-based exploration company with a portfolio of 19 projects, covering copper, gold, silver, tungsten, lead, zinc, and other metals across the Territory. The portfolio was assembled largely by the Berdahl family, the same family behind Snowline Gold. This interview covers the company’s recently confirmed permanent CEO, Jim Coates, the upcoming 2026 […]
Can a $300M Tungsten Company Really Build a Mine by 2027?
Allied Critical is developing two past-producing tungsten projects (Borralha and Vila Verde) in northern Portugal. The primary commodity is tungsten (wolframite/WO₃). This interview covered the recently published Preliminary Economic Assessment for Borralha, a new breccia discovery called the Venise Breccia, the status of environmental permitting, financing strategy for the build-out, and the pilot plant plans […]
How Can a Nevada Gold Producer Generate Sustainable Cash Flow?
Borealis Mining is a Nevada-focused gold company with three assets: the Borealis Mine (near Hawthorne, Nevada), currently in early-stage production; the Sandman gold project (Humboldt County, approximately 12 miles northwest of Winnemucca, Nevada), at the PEA stage; and the Big Balds project (early-stage exploration, adjacent to Kinross Gold’s Bald Mountain mine). This conversation covered BOGO’s […]
Power Metallic Mines, PEA in 4Q/26 could be big
Power Metallic Mines (TSX-v: PNPN) / (OTCQX: PNPNF) is advancing the large, 330 sq. km NISK project in northern Quebec, centered on the high-grade Lion zone — an orthomagmatic Ni-Cu-PGE system. Lion is one of the world’s highest-grade copper-PGE discoveries. Drill results have been strong, especially at Lion. The best hit to date, from earlier […]
Magma Silver, still undervalued, but for how much longer?
Silver (“Ag“) has had a wild ride, along with gold, even more so. Year-to-date the near month futures contract price has ranged from $61 to $122, averaging ~$82.3/troy ounce. We are in year six of a structural mined Ag supply deficit, with demand exceeding mined supply by ~160–200 million ounces. Industrial demand — solar panels, […]
Why Lobo Tiggre Is Selling and What He May Buy in 2026
This discussion with Lobo Tiggre ranged across the oil shock tied to Middle East disruption, what that means for inflation and interest-rate expectations, why gold has been acting confused, whether uranium is actually the cleaner beneficiary of the whole mess, and why junior miners still live or die by jurisdiction and execution risk no matter […]
What Makes a Lithium Discovery Actually Valuable?
Killian told me that they are not treating Mirage as a finished asset at 52.2 Mt at 1.08% Li2O, they are already drilling Anatacau Main again, and they want near-term news flow from more than one front. He said that they had enough cash after the recent financing to run a multi-jurisdiction program, but the […]