Resource Insider Podcast

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 market, how they are managing their own portfolios and why Jamie is wearing an embarrassing amount of CrossFit paraphernalia... ***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.

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 of this crisis. Rob elaborates on the evolving role of technology in the mining sector and how tech could transform the face of the industry. ***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 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 effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely.

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-grading" your portfolio in a crisis, the flow of capital out of the marijuana space, and where investors need to be looking over the coming months. ***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.

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 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.

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 Pathway Capital. In this episode Marcel and Jamie discuss what investors need to consider when deploying capital into gold equities during a crisis, parallels to the 2008 GFG, and the importance of exponential thinking.

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 Jamie Keech discuss the implications of quantitative easing, currency debasement and lowered interest rates. Rick discusses gold as an insurance policy and the extraordinary opportunity investors have to build a portfolio of stable cash-flowing gold companies with the potential for massive returns.

*** 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 effect of the Coronavirus on capital markets, the mining industry and the world at large. George discusses the impacts the virus has had on Integra and how they continue to work effectively on site.

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 throughout his career. In this conversation we discuss: • Doug’s interesting path from zoology to geology and his family’s crater. • Bridging the gap from a technical background to finance. • What was behind Doug’s infamous geological database. • How IRC started, and what the royalty space looks like today. • What prompted the sale of IRC? • What role does Private Equity play in mine finance today and the challenges ahead. It is not every day that you get to sit down with someone like Doug. I hope you enjoy our conversation as much as I did.

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 skill. A single past success seldom correlates to a future win, and It’s also nearly impossible to identify the hungry up-and-comers, those yet to establish a track record, who often deliver the greatest gains for investors. So how does an investor pick a jockey? Enter: Will Coetzer the founder and Managing Director of Stratum International a boutique mining recruitment and consulting firm headquartered in London, UK. Originally hailing from South Africa, Will commenced his mining recruitment career in London more than 15 years ago and after identifying a lack of strategic recruitment practices being applied

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, and much more. Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

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 company into a major success, what it takes to succeed as a company builder and an investor in a bear market, lessons Ross learned building a renewable energy company, and much more. There are few opportunities to speak to someone like Ross in the mining space. Because frankly, there are very few people like him to speak to. So I encourage you to listen to this interview with Ross Beaty ASAP. Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

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 tech investing, how living in Russia during the 1997 crisis shaped Dan’s views on Modern Monetary Theory and hard assets, and much more. Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

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 and I discuss how the prospect of being type cast as an actor led Ali to becoming a chartered accountant... what mining bankers actually do and what it takes to be good at it... the importance of playing the long game and not succumbing to FOMO (fear of missing out... and much more. Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

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 world, the limitations of modern exploration technology, key skills that up-and-coming geologists need to know to make discoveries, and much more. Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

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 role obsession and dogged determination play in success, and much more. Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/