Synopsis
Tracking down the biggest investment opportunities in metals and mining.
Episodes
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RI Podcast EP39 - Rick Clark, MONTAGE GOLD & ORCA GOLD
10/12/2020 Duration: 01h20minwww.resource-insider.com ***EPISODE 39*** Rick Clark is a long time mining executive with the Lundin group of companies. He was the CEO of Red Back Mining which sold to Kinross Gold for $7,000,000,000.Today Rick is the Chairman of Montage Gold and the CEO of Orca Gold, where he is focused on unlocking potential in the Cote d'Ivoire and Sudan. In this wide ranging conversation Rick & Jamie discuss how Rick went from corporate lawyer to mining entrepreneur, the importance of putting your money were your mouth is, what it's like to receive a $7B payday, and how Rick and the Lundin group have been able to execute and deliver value for shareholders in some of the wildest places on the planet. This was a fun one!! ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk SoundCloud: https://soundcloud.com/resource-insid Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/
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RI Podcast EP38 - Cherie Leeden, Gold Bull Resources
09/12/2020 Duration: 51minwww.resource-insider.com ***EPISODE 38*** Cherie Leeden is the CEO of Gold Bull Resources, a Nevada focused exploration company focused on epithermal gold deposits. In this conversation Cherie and Jamie discuss how her experience as an Australia explorer, focused on "under cover" exploration, has given her a significant advantage when exploring proven jurisdictions such as Nevada. Cherie discusses the importance of creating the right corporate culture and how she's utilized culture to attract quality talent to the Gold Bull team. Cherie also gets into the unique challenge of being a female geologist/mining executive, and some of the tactics she's employed to manage motherhood, field work, and executive roles around the world. ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk SoundCloud: https://soundcloud.com/resource-insid Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/
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RI Podcast EP37 - Steve Zuker & Ken Balleweg, Pucara Gold
06/11/2020 Duration: 38minwww.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 exploration geologist with more than 30 years of exploration and production experience and a world expert on HSE deposits. Pucara Gold is focused on exploring for High Sulphidation Epithermal (HSE) gold deposits in Peru. These type of deposits are some of the most profitable to mine on the planet and can be massive. The Pucara board consists of some of the most well-respected industry names in the business including: George Salamis, David Awram, Keith Laskowski, and Andy Swarthout. The list of investors backing this company is even more impressive. In this Podcast we discuss: Why are Pucara's undrilled HSE targets
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RI Podcast EP36 - Chad Peters, Ridgeline Minerals
09/09/2020 Duration: 38minwww.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 picture approach to exploration. ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/
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RI Podcast EP35 - Francis MacDonald, Kenorland Minerals
28/08/2020 Duration: 01h13minwww.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 important interviews we've ever conducted at RI and provides investors with a detailed map of what they should be considering before they consider investing in an exploration company. Kenorland has done more work than any group I know to accurate quantify what it takes to find the mines of the future. ***Follow Resource Insider*** YouTube: https://youtu.be/Y1lkz0klccs iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/
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RI QUARANTINED EP24 – Jack Lundin, CEO Bluestone Resources
31/05/2020 Duration: 26minwww.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 the realities of working in Guatemala, the strategy involved in running a single asset development stage company, and why the Lundin's are consistently able to succeed to jurisdictions where others fail. ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast Spotify: https://open.spotify.com/show/3ntPCBk SoundCloud: https://soundcloud.com/resource-insid Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ ***RI QUARANTINED*** A special edition of the RI Podcast where Jamie interviews the mining industry's top leaders and investors about the effects
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RI QUARANTINED EP23 - James Withall, CEO Rupert Resources
27/05/2020 Duration: 45minwww.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. ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast... Spotify: https://open.spotify.com/show/3ntPCBk... SoundCloud: https://soundcloud.com/resource-insid... Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ ***RI QUARANTINED*** A special edition 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. Category
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RI QUARANTINED EP22 - Adrian Day, Adrian Day Asset Management
27/05/2020 Duration: 48minwww.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*** iTunes: https://podcasts.apple.com/ca/podcast/resource-insider-podcast/id1395299172 Spotify: https://open.spotify.com/show/3ntPCBkRwozitGOXcscwu6?si=AubqLb85SlWuRon-XD8TRg Youtube: https://www.youtube.com/channel/UC_njmAj3pzvr8JvkW8yjoaA?view_as=subscriber Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ ***RI QUARANTINED*** A special edition 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 in
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RI QUARANTINED EP20 - Paul Matysek, GOLDX
22/04/2020 Duration: 30minwww.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 joined GoldX and why investors need to consider Guyana as a mining jurisdiction. ***Follow Resource Insider*** iTunes: https://podcasts.apple.com/ca/podcast... Spotify: https://open.spotify.com/show/3ntPCBk... SoundCloud: https://soundcloud.com/resource-insid... Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ ***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
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RI QUARANTINED EP19 - Craig Parry, Chairman Vizsla & CEO IsoEnergy
22/04/2020 Duration: 30minwww.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 Resource Insider*** Itunes: https://podcasts.apple.com/ca/podcast ... Spotify: https://open.spotify.com/show/3ntPCBk ... SoundCloud: https://soundcloud.com/resource-insid ... Twitter: https://twitter.com/Jamie_Keech ... LinkedIn: https://www.linkedin.com/in/jamiekeech/ ... ***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.
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RI QUARANTINED EP18 - David Garofalo, Chairman & CEO: Marshall Precious Metals Fund
20/04/2020 Duration: 24minwww.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 in exploration companies. ***Follow Resource Insider*** Itunes: https://podcasts.apple.com/ca/podcast ... Spotify: https://open.spotify.com/show/3ntPCBk ... SoundCloud: https://soundcloud.com/resource-insid ... Twitter: https://twitter.com/Jamie_Keech ... LinkedIn: https://www.linkedin.com/in/jamiekeech/ ... ***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.
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RI QUARANTINED EP17 - Nolan Watson, President & CEO: Sandstorm Gold
14/04/2020 Duration: 22minwww.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 worlds enforced solitude to focus and reprioritize. ***Follow Resource Insider*** Itunes: https://podcasts.apple.com/ca/podcast ... Spotify: https://open.spotify.com/show/3ntPCBk ... SoundCloud: https://soundcloud.com/resource-insid ... Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ ***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 con
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RI QUARANTINED EP16 - Willem Middelkoop, Founder & CIO: Commodity Discovery Fund
14/04/2020 Duration: 26minwww.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 trade we're seeing in the commodity space and the macroeconomic catalysts that could jump-start the paradigm shift. ***Follow Resource Insider*** Itunes: https://podcasts.apple.com/ca/podcast ... Spotify: https://open.spotify.com/show/3ntPCBk ... SoundCloud: https://soundcloud.com/resource-insid ... Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ ***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 curren
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RI QUARANTINED EP15 - John Budreski, Chairman EnWave Corp. & Morien Resources
03/04/2020 Duration: 29minwww.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 why he's devoted much of his career to championing the royalty sector - first in Canadian mining and later food dehydration. John highlights the advantages royalties offer investors, but also many of the seldom mentioned risks in the model. Finally John gives his views on what's happening in the world today and how investors can best prepare for the unforeseen. ***Follow Resource Insider*** Itunes: https://podcasts.apple.com/ca/podcast... Spotify: https://open.spotify.com/show/3ntPCBk... SoundCloud: https://soundcloud.com/resource-insid... Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.
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RI QUARANTINED EP14 - Mike Konnert, CEO Vizsla Resources
03/04/2020 Duration: 24minwww.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. ***Follow Resource Insider*** Itunes: https://podcasts.apple.com/ca/podcast... Spotify: https://open.spotify.com/show/3ntPCBk... SoundCloud: https://soundcloud.com/resource-insid... Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ ***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.
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RI QUARANTINED EP13 - Why You Need to Own Gold; Tavi Costa from Crescat Capital
31/03/2020 Duration: 33minwww.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 & Tavi discuss the incredible asymmetric trade we're seeing in the gold space, and why Crescat is extremely bullish on commodities. Tavi breaks down his research and explains the key indicators he's using to make decisions when deploy fund capital. ***Follow Resource Insider*** YouTube: https://www.youtube.com/channel/UC_njmAj3pzvr8JvkW8yjoaA?view_as=subscriber Itunes: https://podcasts.apple.com/ca/podcast... Spotify: https://open.spotify.com/show/3ntPCBk... SoundCloud: https://soundcloud.com/resource-insid... Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ ***RI QUARANTINED
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QUARANTINED EP12 - Talking Uranium with Mike Alkin & Tim Chilleri
26/03/2020 Duration: 26minwww.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 Coronavirus epidemic and its impact on the broader economy. ***Follow Resource Insider*** Itunes: https://podcasts.apple.com/ca/podcast... Spotify: https://open.spotify.com/show/3ntPCBk... SoundCloud: https://soundcloud.com/resource-insid... Twitter: https://twitter.com/Jamie_Keech LinkedIn: https://www.linkedin.com/in/jamiekeech/ ***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 con
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Episode 34: Scott Lapierre of PCORE Exploration
25/03/2020 Duration: 53minScott 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.
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RI QUARANTINED EP10 - Matt Geiger, MJG Capital
24/03/2020 Duration: 29minwww.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 in the mining sector for the last 8-years and has a comprehensive view of the sector and where opportunities lie for both new and seasoned investors. ***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.
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RI QUARANTINED EP09 - Brent Johnson, Santiago Capital
23/03/2020 Duration: 33minwww.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 explains why he believes gold will have its day in the sun but why we're not there yet.. and why the Canadian economy is in trouble. ***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.