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© Crescat Capital
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Crescat, a Denver-based asset management firm, has been hard at work negotiating deals with select junior gold and silver exploration companies around the globe. This podcast delivers weekly updates on the macro-economic outlook as well as insight into our activist precious metals portfolio delivered by Portfolio Manager, Kevin Smith, and Geologic & Technical Director, Dr. Quinton Hennigh.
Important disclosures: https://www.crescat.net/due-diligence/disclosures/
Important disclosures: https://www.crescat.net/due-diligence/disclosures/
138 Episodes
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Find us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
Find us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
0:00 Introduction1:23 Kevin Smith Macro 34:37 Lars Theill, PhD, Biopharma Investing 1:07:51 Quinton Hennigh, PhD, Exploration Mining1:11:09 Snowline Gold Update1:14:53 Sitka Gold Update1:24:39 Tectonic Metals Update1:38:03 ConclusionFind us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
0:00 Introduction2:05 Kevin Smith Macro22:17 Nathaniel Gilbert Macro30:18 Kevin Smith Macro Continued46:46 ConclusionFind us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
Find us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinTavi Costa, Macro Strategist, Twitter: @tavicostaLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
Find us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinTavi Costa, Macro Strategist, Twitter: @tavicostaLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
Find us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinTavi Costa, Macro Strategist, Twitter: @tavicostaLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
Find us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinTavi Costa, Macro Strategist, Twitter: @tavicostaLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online:Website: www.crescat.netCrescat Twitter: @crescat_capitalKevin Smith, CIO, Twitter: @crescatkevinTavi Costa, Macro Strategist, Twitter: @tavicostaLinkedIn: Crescat CapitalImportant Disclosures:https://www.crescat.net/due-diligence/disclosures/
0:00 Introduction2:03 Kevin Smith Macro14:19 Tavi Costa Macro48:03 Quinton Hennigh Introduction51:52 Snowline Gold Update1:03:28 Sitka Gold Update1:12:50 Rackla Metals Update1:20:28 Kingfisher Metals Update1:27:18 Talon Metals Corp 1:35:51 Eloro Resources Update1:37:56 Yukon Metals Update1:42:42 Eskay Mining Update... We apologize, the video cut off prior to the end of Quinton’s comments and closing statements. We will post the remainder as a second video. Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
0:00 Introduction2:57 Kevin Smith Macro25:39 Tavi Costa Macro57:41 Quinton Hennigh Updates "What I Did On My Summer Vacation" 1:44:47 ConclusionFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
In this week’s market call, we break down major macro and metals trends shaping 2025. Charts highlight the shifting landscape of foreign holdings of U.S. financial assets, the divergence in capex between the new and old economy, and gold’s breakout as a top-performing asset year-to-date. We also cover the energy sector’s historically low weighting in the S&P 500 and a compelling cup-and-handle formation in silver. Dr. Quinton Hennigh joins with exploration updates across all major mining names, including the latest drill results and discovery progress.Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
0:00 Introduction2:02 Kevin Smith Macro13:35 Tavi Costa Macro47:34 Quinton Hennigh Introduction48:00 Novo Resources Update56:59 Westward Gold Update1:11:13 Goliath Resources Update1:13:59 Hannan Metals Update1:20:27 Snowline Gold Update1:22:27 Sitka Gold Update1:28:07 Tectonic Metals Update1:32:40 ConclusionFind us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
Find us Online: Website: www.crescat.net Crescat Twitter: @crescat_capital Kevin Smith, CIO, Twitter: @crescatkevin Tavi Costa, Macro Strategist, Twitter: @tavicosta LinkedIn: Crescat Capital Important Disclosures: https://www.crescat.net/due-diligence/disclosures/
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