Resource Insider Podcast

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 about going from a photo journalist to a mining fund manager, weaknesses in the world’s financial system, and what they mean for the future, why China is on the verge of resuming its historical role in the world, the 4 key components of Willems’ portfolio, and much more. I hope you enjoy this conversation as much as I did! Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

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 trading at a discount, how to actually buy at the bottom of the commodity cycle, and much more. If you have ever wanted to pick the brain of a streaming pioneer and one of mining’s greatest innovators, you're in for a treat. 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 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, and more. This interview is a master class for any investor looking to understand the risks that companies face in emerging jurisdictions, and for leaders looking to make better decisions in challenging environments. Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

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 remote operations effectively, and much more. This episode will give you a look behind the curtain and understanding of what it takes to successfully execute some of the world’s most promising and challenging exploration projects. 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 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 billion dollars, the importance of having mentors that helped him establish himself early, and much more. If you're looking to better understand the resource industry and entrepreneurs excited about making a dent in the space, you won't want to miss today's episode. Don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

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 looks and analyzes investment opportunities, the best way to take advantage of the changes happening around us, and much more. Don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

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 what like to sell a mining company for $265M on your 30th birthday, how he approaches potential mentors and gains their support, his approach to striking deals (as he puts it, the best deals leave everyone feeling like they left something on the table), and much more. Don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

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 Afghanistan, applying big data techniques to quantify decision making and manage social risk, what mining and oil and gas companies are doing better than the US military, and much more. Don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

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 most exciting exploration regions in the world, how she signed joint partnerships with both JOGMEC and Freeport McMoRan, and much more. 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 Nolan Watson, the President and CEO of Sandstorm Gold, a Vancouver based streaming and royalty company. Nolan and I discuss how Silver Wheaton went from a $0 to a $5 billion market cap and the deal that caused Nolan to rack up a $12,000 cell phone bill in Hawaii, the importance of distinguishing between business risks and personal risks, the key ingredient that Nolan believes will make him wealthier and happier in his 70’s, how Sandstorm Gold is rebalancing its portfolio to address the fact that they are trading at a lower multiple compared with peers, the innovative steps Sandstorm Gold is taking to attract new investors, and much more. Don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

In this episode of Resource Insider Podcast, I talk to Simon Ridgway, the Chairman of Fortuna Silver. I met Simon earlier this year and knew immediately I had to have him on the podcast. His story is a master class in everything I love about the mining industry and highlights many of the elements that attract so many investors and professionals to the space. Simon and I discuss how Simon left school at 15 and went on to be one of the most successful mining entrepreneurs of his generation, why entrepreneurship in the mining industry is more challenging than it once was, the importance of focusing on success as opposed to money, why Simon is currently focused on Serbia, and much more. Don't missing future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

In this episode of Resource Insider Podcast, I talk to Marcel de Groot, the President & Co-Founder of Pathway Capital, a venture capital firm focused on providing seed level funding to mining and exploration companies. Marcel and his partner at Pathway have helped fund some of the most successful ventures in the mining space of the last two decades. In this episode of Resource Insider Podcast, Marcel and I talk about how to identify and invest with the best teams in the space, what a “well structured” mining company look like, a good way to meet senior management that most investors overlook, and much more. Marcel is a wealth of information, and this podcast provides a tonne of actionable advice for any investor in the resource sector. Don't missing future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

In this episode of Resource Insider Podcast, I talk to Dan O'Flaherty, the CEO of Maverix Metals, a royalty and streaming company based in Vancouver, Canada. Dan and I discuss what exactly does an investment banker do all day, why mining royalty companies a particularly appealing opportunity for investors, what Dan looks for when he invests his personal capital in the mining sector, and much more. Don't missing future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

In this episode of Resource Insider Podcast, I talk to Amir Adnani, the CEO of Uranium Energy Corp. and the Chairman of GoldMining Inc. Amir leapt into the resource industry by founding UEC when he was 27 years old and has spent the past 13 years building it into one of the leading uranium companies in the Western world. Amir and I discuss why entrepreneurship is similar to parenthood, how he launched a uranium company in his 20s, how he attracted former U.S. Secretary of Energy, Spencer Abraham to become of Chairman UEC, and much more. Amir is an excellent conversationalist, with a fascinating story and a deep knowledge of the uranium space. I hope you enjoy out conversation as much as I did. Don't missing future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

In this episode of Resource Insider Podcast, I talk to Rick Rule, the President & CEO of Sprott US Holdings Inc. Rick and I talk about his path from a Vancouver bar owner to an international speculator and investor, how he invests his own money and how he chooses companies to invest in, and much more. Whether you're an investor or an entrepreneur in the natural resource space, you won't want to miss my conversation with Rick. Don't missing future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

In this episode of Resource Insider Podcast, I talk to Jordan Trimble, the President & CEO of Skyharbour Resources, a uranium exploration company focused on discovery in Canada’s Athabasca Basin. Among other things, Jordan and I talk about why the Athabasca basin is one of the most promising exploration environments in the world, discuss the factors contributing to the current uranium bear market, what the future hold for the uranium market, and much more. Don't missing future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

Welcome to Resource Insider Podcast! In this first episode, I sit down with Travis McPherson, the VP of Corporate Development at NexGen Energy Ltd. Travis and I talk about NexGen and its Arrow project, which is considered the world's most valuable uranium deposit, and discuss the ins and outs of the uranium market that every investor should be aware of.