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The Kinvestor Report is your go-to podcast for in-depth insights into the world of investing, with a focus on emerging opportunities in the resource and commodity sectors. Past guests include industry heavyweights like Rick Rule, Lobo Tiggre, Adrian Day, Warren Irwin and Jeff Clark.

Hosted by seasoned industry veteran Arlen Hansen, this series brings you exclusive interviews with thought leaders, market analysts, and industry executives.

Explore actionable strategies, market trends, and expert opinions that help investors stay ahead in a rapidly evolving financial and political landscape. Whether youโ€™re a seasoned investor or just starting your investment journey, The Kinvestor Report equips you with the knowledge and tools to make informed decisions in mining, energy, and resource-based markets.

Tune in to uncover opportunities, gain fresh perspectives, and stay informed about the future of investing.
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๐Ÿš€ If you're enjoying The Kinvestor Report, why not join our FREE virtual conference, Kinvestor Mining & Energy 2026, on March 26. Register here: https://events.zoom.us/ev/AqZOiYwerf2Kv3TJez8vTvVNTyKMEmr_jp80f3UtIxI9XTeO0zBv~AjcMvRLNwhqxJaLhS97vmj0PZtKmOWEChtO-KYq_OBX18n40Ltpvf9NIzu9uVkohtz9ejZYdukfQvtX174evHwQ94w In this episode, Arlen is joined by Brian Leni, Editor of Junior Stock Review Premium. Brian and Arlen dive the key signals from PDAC, why exploration stocks may be the next phase of the mining bull market, how geopolitics could drive higher metal prices, and the framework Brian uses to identify successful mining investments. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”นPDAC 2026 mining market recap ๐Ÿ”นWhy explorers may surge next ๐Ÿ”นWhat makes takeover targets ๐Ÿ”นBrian Leniโ€™s investing framework ๐Ÿ”นand much more! ๐Ÿ“Œ About Our Guest โ€“ Brian Leni The incredible gains that can be made from tiny resource stocks drew me to the junior sector and I haven't looked back. In 2013, as the resource market continued to decay from its highs in 2011, I made the bold decision to sell my family's home and used 2/3 of the equity to invest in what I believed were the best junior companies in the sector. In 2016, I was rewarded for the extensive due diligence and courage I'd shown in the heart of the bear market - my portfolio rose 300%. This gave me the freedom to leave my career as an engineer in the steel industry and pursue investing full time. Over the last 7 years, I've honed my craft as a successful junior resource sector investor and supported my family with the profits I've made from my investments. I've visited mining sites throughout Canada, the US and Brazil, have been a regular speaker at Metals Investor Forum (MIF), spoken at the Mining Investment North America and Asia conferences, Cambridge House's VRIC, as well as PDAC's Letter Writers' Day, and am a co-host of the Mining Stock Education Podcast. ๐ŸŽฏ Make Smart Moves in 2026! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ โœ… Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow David Morgan: ๐Ÿ”ธ Follow on X/Twitter: https://x.com/junior_stock ๐Ÿ”ธ Subscribe on YouTube: https://www.youtube.com/@field_notes ๐Ÿ”ธ Visit his Website: https://premium.juniorstockreview.com/ ๐Ÿ“Œ Chapters: 00:00 Intro 01:21 PDAC recap 04:32 Exploration excitement & cycle signals 06:06 Defining exploration value 08:12 The PDAC curse? 11:16 "No one rings the bell at the top" 13:02 Deglobalization and metals prices 14:36 Critical minerals muted 16:31 The Toodoggone region 20:48 Good companies and good people 23:51 What makes a good takeover target? 29:42 Rapid fire questions with Brian! 32:30 Blind investing & repeat success 35:01 High risk, high reward, high emotions 38:53 Up-stress ๐ŸŽฅ Episode recorded: March 11, 2026 ๐Ÿ”Ž Keywords: #KinvestorReport #Mining #Investing #PreciousMetals #Explorers #Gold #Silver #Copper #Toodoggone Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
๐Ÿš€ If you're enjoying The Kinvestor Report, why not join our FREE virtual conference, Kinvestor Mining & Energy 2026, on March 26. Register here: https://events.zoom.us/ev/AqZOiYwerf2Kv3TJez8vTvVNTyKMEmr_jp80f3UtIxI9XTeO0zBv~AjcMvRLNwhqxJaLhS97vmj0PZtKmOWEChtO-KYq_OBX18n40Ltpvf9NIzu9uVkohtz9ejZYdukfQvtX174evHwQ94w In this episode, Arlen is joined by Tavi Costa, Founder and CEO of Azuria Capital and former Partner at Crescat Capital. Tavi and Arlen explore the structural case for a new commodity supercycle, why gold and silver could be entering a multi-year bull phase, how a weakening U.S. dollar may trigger a global capital rotation into Europe and China, and what investors should focus on instead of trying to predict the next market โ€œtrigger.โ€ ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น The structural case for a commodity supercycle ๐Ÿ”น Why gold, silver & energy could lead this decade ๐Ÿ”น The macro imbalances forcing lower rates ๐Ÿ”น Dollar weakness & the โ€œGreat Rotationโ€ into Europe and China ๐Ÿ”น Contrarian plays: Chinese equities & European banks ๐Ÿ”น What the most over-hyped commodity is right now (and what to look at instead!) ๐Ÿ”น Why the trigger doesnโ€™t matter โ€” the thesis does ๐Ÿ”น And more! ๐Ÿ“Œ About Our Guest โ€“ Tavi Costa Tavi is a macro investor and mining entrepreneur, and the Founder and CEO of Azuria Capital. Previously a Partner at Crescat Capital LLC, he built a global following for his macro research and thematic investment frameworks. He is also the founding shareholder of San Cristรณbal Mining, formed following the acquisition of the worldโ€™s fourth-largest silver mine. Tavi is regularly featured in The Wall Street Journal, Barron's, and Bloomberg, and has presented at the International Monetary Fund. ๐ŸŽฏ Make Smart Moves in 2026! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ โœ… Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Tavi: X: https://x.com/TaviCosta Website: https://azuriacapital.com/ LinkedIn: https://www.linkedin.com/in/otavio-tavi-costa-76368628/ ๐Ÿ“Œ Chapters: 00:00 Intro 01:27 Where are we in the cycle? 05:03 Commodities in big demand 08:41 Tavi's top 3 things to watch 13:00 Cyclical vs Structural trades 14:41 Comparable time in history and where we're headed 17:19 "No excuses not to be billionaires" 18:44 Opportunities outside of gold, silver, copper 22:48 Rapid fire questions 28:31 Outro ๐ŸŽฅ Episode recorded: February 24, 2026
๐Ÿš€ If you're enjoying The Kinvestor Report, why not join our FREE virtual conference, Kinvestor Mining & Energy 2026, on March 26. Register here: https://events.zoom.us/ev/AqZOiYwerf2Kv3TJez8vTvVNTyKMEmr_jp80f3UtIxI9XTeO0zBv~AjcMvRLNwhqxJaLhS97vmj0PZtKmOWEChtO-KYq_OBX18n40Ltpvf9NIzu9uVkohtz9ejZYdukfQvtX174evHwQ94w In this episode, Arlen is joined by Bob Moriarty, founder and longtime editor of 321gold.com and bestselling author. Bob and Arlen dive into goldโ€™s parabolic surge, why this move may truly be โ€œdifferent this time,โ€ and what collapsing confidence in fiat currencies could mean for investors. They also explore hyperinflation risks, silverโ€™s growing supply constraints, and how to think about positioning as markets enter uncharted territory. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น Why goldโ€™s parabolic move really is different this time ๐Ÿ”น The tipping point that shattered global trust in fiat currencies ๐Ÿ”น Hyperinflation signals hiding in gold, silver, and stocks ๐Ÿ”น Why silver may become harder to get than gold ๐Ÿ”น Bitcoin vs. precious metals: speculation, manipulation, and risk ๐Ÿ”น What sentiment is saying about the next big move ๐Ÿ”น And more! ๐Ÿ“Œ About Our Guest โ€“ Robert Moriarty Robert "Bob" Moriarty was a former pilot in the United States Marine Corps during Vietnam with 834 missions in combat and is well known as the third pilot in history to fly a plane under the Eiffel tower. He has run 321gold.com for 24 years offering up to date information about finance and resource investments but is mostly loved for opinions on gold and his amazing personality. ๐ŸŽฏ Make Smart Moves in 2026! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ โœ… Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Bob Moriarty: http://www.321gold.com/ ๐Ÿ“Œ Chapters: 00:23 Intro 00:58 Parabolic moves in gold 03:06 This time IS different 05:22 US political context 12:55 Where are we in the current cycle? 17:10 Market scarcity: Gold vs Bitcoin 18:40 Gold's sister: Silver supply and demand 21:58 Lessons from Bob's life 25:08 Fear and greed 25:51 What makes this time different? 31:06 The billion dollar question 31:53 Bitcoin: the most manipulated commodity? 40:12 Outro ๐ŸŽฅ Episode recorded: February 9, 2026
In this episode, Arlen is joined by David Morgan, Founder of The Morgan Report. David and Arlen dive into silverโ€™s explosive breakout, why this move is being driven by real-world industrial demand (not just hype), and how to think about risk management as the metal enters โ€œparabolicโ€ territory. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น Why silver is breaking out now ๐Ÿ”น The supply deficit + industrial demand squeeze ๐Ÿ”น What could trigger a pullback (and what to watch) ๐Ÿ”น Profit-taking plan: sell strength, manage the peak ๐Ÿ”น And more! ๐Ÿ“Œ About Our Guest โ€“ David Morgan David Morgan is a widely recognized analyst in the precious metals industry and consults for hedge funds, high net worth investors, mining companies, depositories, and bullion dealers. He is the publisher of The Morgan Report, a world-class publication designed to build and secure wealth. He is the author of โ€œThe Silver Manifestoโ€ and a featured speaker at investment conferences worldwide. His ideas are expressed in the movie Four Horsemen Film, a Feature Documentary. David Morgan has appeared on CNBC, Fox Business, Yahoo Finance, MSNBC, and BNN in Canada. He has interviewed- The Wall Street Journal, Futures Magazine, Investing Rules Book, and numerous other publications. The Morgan Report's world-class analysts and publication help you build and secure your wealth. Whether youโ€™re new to investing or a seasoned professional, our independent and detailed analysts of these markets offer you a huge advantage when it comes to building and securing your wealth. ๐ŸŽฏ Make Smart Moves in 2026! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ โœ… Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow David Morgan: ๐Ÿ”ธ Watch his previous appearance on The Kinvestor Report: ๐Ÿ”ธ Follow on X/Twitter: https://x.com/silverguru22 ๐Ÿ”ธ Subscribe on YouTube: https://www.youtube.com/@silverguru ๐Ÿ”ธ Visit his Website: https://www.themorganreport.com/ ๐Ÿ“Œ Chapters: 00:00 Intro 01:13 $110 silver, now what? 02:41 Silver catching up or repricing? 08:25 Price elasticity & industrial replacements 15:01 Managing a short term top 17:08 Capturing profits & financial freedom 25:03 Biggest misconception about the silver bull run 28:15 Have silver stocks caught up to the price of silver? 30:15 What silver investors get wrong 34:14 Missing the last leg 36:40 Liquidity spikes vs systemic repricing 39:41 2 key messages 43:06 David's top stocks ๐ŸŽฅ Episode recorded: January 26, 2026 ๐Ÿ”Ž Keywords: #KinvestorReport #Silver #SilverSqueeze #PreciousMetals #Inflation Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In the final part of this two-part episode, Arlen and Seb Bunney, Author of The Hidden Cost of Money and Co-Founder & CEO of Looking Glass Education, where they discuss trustless systems, monetary rules versus political control, and what Bitcoin could mean for the future of money and society. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น What a โ€œtrustlessโ€ monetary system actually means ๐Ÿ”น Rules vs. rulers in modern financial systems ๐Ÿ”น How Bitcoin enforces scarcity and transparency ๐Ÿ”น The societal implications of sound digital money ๐Ÿ”น And more! ๐Ÿ“Œ About Our Guest โ€“ Seb Bunney Sebโ€™s path to the financial world has been anything but conventional. He began his career navigating the backcountry trails of British Columbia as a mountain bike guide and coach, but a quiet sense of incompleteness stirred deeper questions. In his downtime, he immersed himself in the study of money, macroeconomics, psychology, and the structures that shape our society. What began as a personal journey of self-discovery evolved into a decade-long exploration of the financial system and its ripple effects on human behaviour. When the pandemic reshaped the world, Seb made a pivotal shiftโ€”channeling his passion for education into the digital space. He went on to co-found the educational platform Looking Glass, co-author B is for Bitcoin, and write the number-one bestselling book The Hidden Cost of Moneyโ€”a bold exploration of how money shapes our lives and the world around us. As a result of his work, Seb has been invited to share his perspective at global conferences, on influential podcasts, and in well-regarded financial publications. ๐ŸŽฏ Make Smart Moves in 2026! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ โœ… Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Seb Bunney: ๐Ÿ”ธ Follow on X/Twitter: https://x.com/SebBunney ๐Ÿ”ธ Visit his Website: https://www.sebbunney.com/ ๐Ÿ”ธ Check out his book 'The Hidden Cost of Money': https://www.amazon.ca/dp/B0CPNGJF5L ๐Ÿ”ธ Check out his book 'B is for Bitcoin: https://www.amazon.ca/dp/B0C2LKSPFJ ๐Ÿ“Œ Chapters: 00:00 Continuation 00:13 What is bitcoin? 05:22 Inflation? Blockbuster vs Netflix 08:50 Keeping up with inflation 10:18 Psychology of money 17:24 Can bitcoin be the solution? 22:25 Custody of cash vs bitcoin 28:04 Bitcoin losses 32:11 Where does bitcoin go from here? 36:26 Strong opinions, loosely held ๐ŸŽฅ Episode recorded: January 15, 2026 ๐Ÿ”Ž Keywords: #KinvestorReport #Gold #Fiat #Bitcoin #Crypto #Inflation #MonetaryPolicy Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In the first of this two-part episode, Arlen is joined by Seb Bunney, Author of The Hidden Cost of Money and Co-Founder & CEO of Looking Glass Education, where they discuss the evolution of money, the rise and fall of gold-backed systems, and why Bitcoin has emerged as a modern alternative to sound money (but more on that, in part 2). ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น Why money evolved from barter to gold ๐Ÿ”น How fiat currency broke the link to scarcity ๐Ÿ”น The hidden costs of inflation and monetary control ๐Ÿ”น Why Bitcoin is viewed as โ€œdigital goldโ€ ๐Ÿ”น And more! ๐Ÿ“Œ About Our Guest โ€“ Seb Bunney Sebโ€™s path to the financial world has been anything but conventional. He began his career navigating the backcountry trails of British Columbia as a mountain bike guide and coach, but a quiet sense of incompleteness stirred deeper questions. In his downtime, he immersed himself in the study of money, macroeconomics, psychology, and the structures that shape our society. What began as a personal journey of self-discovery evolved into a decade-long exploration of the financial system and its ripple effects on human behaviour. When the pandemic reshaped the world, Seb made a pivotal shiftโ€”channeling his passion for education into the digital space. He went on to co-found the educational platform Looking Glass, co-author B is for Bitcoin, and write the number-one bestselling book The Hidden Cost of Moneyโ€”a bold exploration of how money shapes our lives and the world around us. As a result of his work, Seb has been invited to share his perspective at global conferences, on influential podcasts, and in well-regarded financial publications. ๐ŸŽฏ Make Smart Moves in 2026! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ โœ… Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Seb Bunney: ๐Ÿ”ธ Follow on X/Twitter: https://x.com/SebBunney ๐Ÿ”ธ Visit his Website: https://www.sebbunney.com/ ๐Ÿ“Œ Chapters: 00:00 Intro 02:33 Why money? What is money? 07:29 The barter society transition 09:53 Recognition of gold 11:49 Gold & the periodic table 15:02 The move away from gold 17:19 Fractional reserve banking 22:07 The 4 factors of production 26:36 The monetary lever 31:56 Gold problems 34:55 Bitcoin = Digital Gold? 39:08 To be continued ๐ŸŽฅ Episode recorded: January 15, 2026 ๐Ÿ”Ž Keywords: #KinvestorReport #Gold #Fiat #Bitcoin #Crypto #Inflation #MonetaryPolicy Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In this episode, Arlen is joined by John Doody, editor of John Doodyโ€™s Fave 5 Gold Stocks. John and Arlen dive into why political uncertainty, tariff risks, Fed policy shifts, and unpredictable decision-making are creating the perfect storm for higher gold prices, and more. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น The macro driver behind the surge in gold prices ๐Ÿ”น John's $5,000 gold price target for 2026 ๐Ÿ”น Why gold stocks outperform the price of gold ๐Ÿ”น The philosophy behind John's Fave 5 Gold Stocks methodology ๐Ÿ”น And more! ๐Ÿ“Œ About Our Guest โ€“ John Doody John Doody is the former editor of Gold Stock Analyst. His current newsletter, John Doodyโ€™s Fave 5 Gold Stocks, brings you his best picks based on upcoming and recent situations and events that John believes will get you the best possible future gains. ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen โœ… Follow Kin Communications: https://www.linkedin.com/company/kin-communications/ โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow John Doody: ๐Ÿ”ธ Subscribe to the Fave 5 newsletter - Kinvestor listeners get a special offer on the annual subscription: https://johndoodysfave5.com/kin/ ๐Ÿ“Œ Chapters: 00:00 Intro 01:25 Macro drivers for gold 02:13 Uncertainty in the market 03:23 Is this gold market different? 06:17 How gold stocks are outperforming and undervalued 11:11 How do you find value again? 15:34 The philosophy behind the Fave 5 20:15 Biggest retail investor mistakes 22:18 What's next for gold? ๐ŸŽฅ Episode recorded: December 9, 2025. ๐Ÿ”Ž Keywords: #KinvestorReport #Mining #Gold #Stocks Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In this episode, Arlen is joined by Garrett Goggin, the Chief Analyst and Founder of The Golden Portfolio, to discuss gold companies who are gushing cash flow in the current gold market, which ones are undervalued, potential risks, and a look at whatโ€™s coming in 2026. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น Why major gold producers are reporting record free cash flow ๐Ÿ”น How soaring gold prices and flat input costs are creating massive margins ๐Ÿ”น Why institutional investors are finally being โ€œdraggedโ€ into gold equities ๐Ÿ”น Which developers and producers may still be deeply undervalued ๐Ÿ”น Risks, red flags & what could derail the gold-stock bull ๐Ÿ”น And more! ๐Ÿ“Œ About Our Guest โ€“ Garrett Goggin Garrett Goggin is a CFA and Chief Analyst and Founder of The Golden Portfolio, an online newsletter dedicated to delivering premier insights into the world of gold investing. He has traveled the world in search of gold and silver, visiting mines and talking with the people that run them. He worked with investment research powerhouse Gold Stock Analyst along with Stansberry Research for over 15 years as a precious metals analyst and is sought after by many leading gold & silver developers who seek his coverage. ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen โœ… Follow Kin Communications: https://x.com/kincomm โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Garrett Goggin: ๐Ÿ”ธ Watch his previous appearance on The Kinvestor Report: https://youtu.be/E9MZlebjFI8 ๐Ÿ”ธ Follow on X/Twitter: https://x.com/GarrettGoggin ๐Ÿ”ธ Visit his Website: https://goldenportfolio.com/ ๐Ÿ“Œ Chapters: 00:00 Intro 01:43 Gushing Cash Flow 04:55 Better & Better Margins 06:45 The Buffet Indicator 08:16 Will Gold Become Overvalued? 12:34 Blind Spots 16:04 Who is Undervalued? 17:25 Risk & Downside 18:11 Crypto and Gold Demand 23:01 Who is Hedging? 23:57 What's Coming in 2026? 28:02 Outro ๐ŸŽฅ Episode recorded: November 18, 2025. ๐Ÿ”Ž Keywords: #KinvestorReport #Mining #Gold #Silver #Stocks Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In this episode, Arlen is joined by Chen Lin, editor & publisher of What is Chen Buying? What is Chen Selling? to discuss gold, silver, and critical minerals and how the U.S. government shutdown is affecting commodities and mining stocks. Chen also discusses some of his silver picks and talks about what it takes to survive in the market in the long term. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น Some of the biggest mistakes beginner retail investors make ๐Ÿ”น Why longevity is important in surviving bear markets ๐Ÿ”นSome junior mining picks from Chen ๐Ÿ”นHow the U.S. government shutdown is affecting the commodities market ๐Ÿ”นAnd more! ๐Ÿ“Œ About Our Guest โ€“ Chen Lin Mr. Chen Lin is a full time fund manager of family assets. He started to write the stock newsletter โ€œWhat is Chen buying? What is Chen selling?โ€ in 2009, after he successfully navigated his family portfolio during the 2008 financial crisis. Chen covers mining, energy and biotechnology with great track records. Chen has a passion for mining, he personally visited many mining projects around the world. ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen โœ… Follow Kin Communications: https://x.com/kincomm โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Chen Lin: ๐Ÿ”ธ Watch his previous appearance on The Kinvestor Report: https://youtu.be/kP11kdtcCbE ๐Ÿ”ธ Follow on X/Twitter: https://x.com/ChenLinPicks ๐Ÿ”ธ Visit his Website: https://chenpicks.com/ ๐Ÿ“Œ Chapters: 00:00 Intro 01:08 Market Correction & Government Shutdown 07:02 Global Silver Supply 09:28 Market Manipulation? 11:00 Is there a replacement for silver? 12:02 Critical Metals Space 16:23 Canadian vs US mining stories 16:41 Chen's Silver Picks 20:23 Biggest retail investor mistakes 23:34 About What is Chen Buying? What is Chen Selling? 24:51 Surviving the Bear Market 28:34 Chen's Stocks to Watch 34:13 Outro ๐ŸŽฅ Episode recorded: November 5, 2025. ๐Ÿ”Ž Keywords: #KinvestorReport #Mining #Gold #Silver #Stocks Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
๐Ÿš€ If you're enjoying The Kinvestor Report, why not join our FREE virtual conference, Kinvestor Day 2025 on October 23, 2025. Register here: https://us06web.zoom.us/webinar/register/7817495040989/WN_TzgjuGbhQ4CleIWd_xXRBA In this episode, Arlen is joined by Kinvestor favourite, Don Durrett, website owner and author, where he shares his outlook on goldโ€™s historic run, the bond market risks driving it, and why miners could deliver outsized returns in the years ahead. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น Why $4,000 gold signals much more upside ahead ๐Ÿ”น The bond marketโ€™s role in driving the next leg of the bull market ๐Ÿ”น How gold and silver miners are set up for explosive cash flow ๐Ÿ”น Donโ€™s price outlook: $4,500 gold, $100 silver, and big upside for mining stocks ๐Ÿ”น And much more! ๐Ÿ“Œ About Our Guest โ€“ Don Durrett Don Durrett has an MBA and worked in IT-related positions for 25 years, retiring in 2019 to focus on his website (www.goldstockdata.com). He has been a gold investor since 1991, with a focus on Junior Mining stocks since 2004. Realizing the value of investing in gold and silver and noticing the lack of available stock information for investors, Don set out to provide information. First, he wrote a book, How to Invest in Gold & Silver: A Complete Guide with a Focus on Mining Stocks (available on Amazon.com). This was followed by his website to provide data, tools, and analysis for gold and silver stock investors. His gold and silver mining stock newsletter is regarded as one of the best. He is a frequent guest on financial podcasts and a contributor to SeekingAlpha.com. ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen โœ… Follow Kin Communications: https://x.com/kincomm โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Don Durrett: ๐Ÿ”ธ Watch his previous appearance on The Kinvestor Report: https://youtu.be/sdT61GfP8E0 ๐Ÿ”ธ Follow Arlen Hansen on X/Twitter: https://x.com/dondurrett ๐Ÿ”ธ Subscribe on YouTube: https://www.youtube.com/@DonDurrett ๐Ÿ”ธ Visit his Website: https://www.goldstockdata.com/ ๐Ÿ“Œ Chapters: 00:00 Intro 01:20 $4,000 gold and what comes next 03:58 Gold: The Truth Machine 07:38 Don: Don't take profits yet 11:12 Will gold miners experience inflation? 14:03 Silver price forecast 15:40 Don's investment thesis and stocks to watch 19:00 The downside of high gold prices 21:48 The path forward 25:53 Don's tips for new gold & silver investors ๐ŸŽฅ Episode recorded: October 7, 2025. ๐Ÿ”Ž Keywords: #KinvestorReport #Mining #Gold #Silver #Stocks Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In this episode, Arlen is joined by Kinvestor favourite, Adrian Day, CEO of Adrian Day Asset Management, where he shares insights on portfolio positioning, why quality gold stocks remain undervalued, and the risks and opportunities investors face as the cycle unfolds. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น Why Adrian believes weโ€™re still in the early innings of the current gold cycle ๐Ÿ”น The disconnect between gold prices, mining stocks, and retail investor flows ๐Ÿ”น How to identify value in a bull market (and the risks of chasing laggards) ๐Ÿ”น Turnaround opportunities, new listings, and the importance of investor discipline (including Adrian's stocks to keep an eye on!) ๐Ÿ”น And much more! ๐Ÿ“Œ About Our Guest โ€“ Adrian Day Mr. Day is a recognized authority in both global and resource investing. He is president of his own money management firm, Adrian Day Asset Management, where he specializes in global diversification and resource equities. Adrian Day is also the portfolio manager of the EuroPac Gold Fund. Mr. Day is a frequent speaker at investment seminars, and has been interviewed by or profiled in numerous media around the world, including CNN, FNN, BBC, NBC, CNBC, โ€œGood Morning Americaโ€, Wall Street Journal Radio, The Financial Times, Barronโ€™s, The Cape Town Argus, La Vie Francais, and many other leading publications. His pleasures include fine dining, reading (especially history), and the opera. ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen โœ… Follow Kin Communications: https://x.com/kincomm โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Adrian Day: ๐Ÿ”ธ Watch his previous appearance on The Kinvestor Report ๐Ÿ”น https://youtu.be/ouIKC85pZ0o ๐Ÿ”น https://youtu.be/3NV2-h8t8wU ๐Ÿ”ธ Subscribe on YouTube: https://www.youtube.com/@AdrianDayInvest/ ๐Ÿ”ธ Visit his Website: https://adrianday.com/ ๐Ÿ“Œ Chapters: 00:00 Intro 01:17 Where are we in the Gold Cycle? 06:59 GDX Flows 08:14 Revisiting Adrian's Picks (Nov 2024) - WOW! 11:20 Mining valuations & margins 17:42 Finding management teams able to leverage high metals prices 19:16 3 strategies to find value today (with stocks to watch!) 28:23 Investor amnesia ๐ŸŽฅ Episode recorded: September 23, 2025. ๐Ÿ”Ž Keywords: #KinvestorReport #Mining #Gold #Silver #GDX #Stocks Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In this episode, Arlen is joined by Bill Holter, Precious Metals Expert, where they dive into the fragility of todayโ€™s financial system, the suppression of gold and silver, why silver could be the first market to fail, and what it really means for investors holding ETFs, mining shares, or even Bitcoin. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น Why the financial system is a fragile โ€œhouse of cardsโ€ and the trigger that could topple it ๐Ÿ”น The 2014 turning point that quietly changed ownership laws worldwide ๐Ÿ”น Gold and silver price suppression โ€” and why silver may fail to deliver first ๐Ÿ”น ETFs vs. mining shares: how to truly hold assets outside the system ๐Ÿ”น And much more! ๐Ÿ“Œ About Our Guest โ€“ Bill Holter Bill was a stockbroker for 23 years and a branch manager for 12. He retired and moved his family out of the U.S. to Costa Rica in late 2006. He returned to Texas in 2011. He was a contributor to GATA since 2007 and began writing for Miles Franklin from 2012 to 2015. He then joined with Jim Sinclair and the Holter/Sinclair collaboration from 2015-2022. Bill is a precious metals expert and broker, he clears through Miles Franklin. ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen โœ… Follow Kin Communications: https://x.com/kincomm โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Bill Holter ๐Ÿ”ธ Website: https://billholter.com/ ๐Ÿ“Œ Chapters: 00:00 Intro 01:08 Financial house of cards 02:51 The big change in 2014 04:54 Gold & silver price suppression 05:24 What does the gold price tell us? 08:50 Why silver will fail to deliver first 13:05 ETFs vs mining shares 16:24 Bill's one message 19:57 Bitcoin ๐Ÿ”Ž Keywords: #KinvestorReport #Mining #Gold #Silver #Bitcoin #BTC #BillHolter Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In this episode, Arlen is joined by Jeff Clark, The Gold Advisor, where they dive into how gold could perform in a rate-cutting cycle, why renewed financings are fueling optimism in the junior mining sector, and ๐ŸšจJeffโ€™s first-ever exclusive stock reveal from his paid newsletter๐Ÿšจ. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น Gold cycles and the impact of rate cuts ๐Ÿ”น Surge in junior mining financings ๐Ÿ”น Top mining jurisdictions to watch ๐Ÿ”น Exclusive stock reveal from Jeff Clark ๐Ÿ”น Red flags and common investor mistakes ๐Ÿ”น and much more! ๐Ÿ“Œ About Our Guest โ€“ Jeff Clark It glistened like only real gold can, that shiny nugget in the bottom of the pan, stirring the prospector in Jeffโ€™s late father. And that love for gold and silverโ€”or rather, discovering gold and silverโ€”quickly transferred to Jeff. At one point the family owned mining claims in California, Arizona, and Nevada, and his Dad became a prolific prospector. Jeff carved his own path, focusing more on investing in gold and silver, starting as an analyst for Doug Caseyโ€™s firm in 2007. Combined with his love of writing, Jeff quickly became a globally recognized authority on precious metals. He is the founder of TheGoldAdvisor.com, speaks regularly at precious metals conferences and serves on the advisory board of Strategic Wealth Preservation in Grand Cayman, a bullion storage facility. ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen โœ… Follow Kin Communications: https://x.com/kincomm โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Jeff Clark: ๐Ÿ”ธ Follow Josef on X: https://x.com/TheGoldAdvisor ๐Ÿ”ธ View on YouTube: https://www.youtube.com/@PaydirtPodcast1 ๐Ÿ”ธ Website: https://thegoldadvisor.com/ ๐Ÿ“Œ Chapters: 00:00 Intro 00:13 Today's Guest - Jeff Clark, The Gold Advisor 01:33 The gold cycle & rate cuts 03:55 Junior mining financings 05:15 Mining jurisdictions 08:08 Jeff's top Nevada companies 12:54 Jeff's 1st ever paid-letter stock reveal! 16:03 Mining company red flags 17:47 Lessons from past bull and bear cycles 24:11 Common investor mistakes 26:56 Jeff's uranium pick 29:02 US impact on permitting timelines 32:36 Metals Investor Forum - Vancouver ๐Ÿ”Ž Keywords: #KinvestorReport #Mining #Gold #Silver #Uranium #Investing Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In this episode, Arlen is joined by Josef Schachter, a 40+ year veteran of the Canadian Investment Management Industry and founder of the Schachter Energy Report and the Schachter Catch the Energy Conference. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น Geopolitical factors and energy security ๐Ÿ”น European vs. North American natural gas prices and demand ๐Ÿ”น The challenges of EVs in northern North America ๐Ÿ”น How uranium factors into energy demand ๐Ÿ”น And more! ๐Ÿ“Œ About Our Guest โ€“ Josef Schachter As a 40+ year veteran of the Canadian Investment Management Industry, Josef Schachter is a sought after speaker, presenter, and strategic advisor with a primary focus in the stock market and the energy sector. Through the Schachter Energy Report, Josef is able to weave global political, economic and monetary issues with current energy data into a compelling story of whatโ€™s going on, what is to come, and why. ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen โœ… Follow Kin Communications: https://x.com/kincomm โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Josef Schachter: ๐Ÿ”ธ Follow Josef on X: https://x.com/JosefSchachter ๐Ÿ”ธ Register for Catch the Energy: https://gravitypull.swoogo.com/catchtheenergy2025 ๐Ÿ”ธ Website: https://schachterenergyreport.ca/ ๐Ÿ“Œ Chapters: 00:00 Intro 01:01 Foreign risks to energy security 06:40 Is the energy market properly priced? 15:33 European natural gas prices 16:16 North American EV market demand 19:00 Is there a black swan for the energy market? 25:37 European vs. North American natural gas prices 29:03 How does uranium factor into energy demand for AI? 31:34 Pipelines to Junior Oil companies - Risk/Reward 37:14 How to attract younger generations to energy investing 42:12 Outro ๐Ÿ”Ž Keywords: #EnergySector #OilandGas #KinvestorReport Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In this episode, Arlen is joined by Mario Innecco, a financial markets expert and the voice behind the YouTube channel @maneco64, known for its focus on sound money and contrarian economic views. Drawing from decades of experience and a deep interest in monetary history, Mario shares his perspective on why central banks are turning to gold, how trust in fiat systems is eroding, and what a potential monetary reset could look like. He also dives into silverโ€™s breakout potential and how fear is being used as a tool to influence investors. ๐Ÿ“ˆ Whatโ€™s Inside This Episode? โœ”๏ธ Central banks shifting to gold โœ”๏ธ Declining trust in fiat systems โœ”๏ธ Signs of a coming monetary reset โœ”๏ธ Silver's breakout and upside potential โœ”๏ธ Fear as a tool of control ๐Ÿ“Œ About Our Guest โ€“ Mario Innecco Mario Innecco is a financial markets expert with over twenty years of professional experience in the City of London's financial sector, specializing in exchange-traded derivatives markets, government bond markets, and interest rates. Having grown up in Brazil during the hyperinflationary period of the 1970s and early 1980s, he developed an early understanding of monetary instability that profoundly influenced his investment philosophy. Mario is an ardent student of the Austrian School of Economics and since November 2015 has operated the YouTube channel maneco64, described as "the home of alternative economics and contrarian views," which regularly attracts between 20,000 and 75,000 views worldwide. His content focuses on monetary system education, financial markets analysis, precious metals investing, and Austrian economic principles, serving as a voice for sound money concepts and contrarian economic analysis in today's financial landscape. ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen โœ… Follow Kinvestor: https://x.com/kincomm โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Mario Innecco: ๐Ÿ”ธ Follow on X: https://x.com/maneco1964 ๐Ÿ”ธ Subscribe on YouTube: https://www.youtube.com/@maneco64 ๐Ÿ“Œ Chapters: 00:00 Intro 01:15 Why does gold still matter today? 04:07 BRICs and Central Bank buying 07:12 Human nature's impact on fiat currency 08:46 Political polarization and investing 11:12 Monetary reset 15:14 Mario's investing approach 16:57 Picking Gold & Silver Stocks 18:34 They want you scared 19:43 Silver outlook 23:09 Where we are in the cycle ๐Ÿ”Ž Keywords: #MiningStocks #JuniorMining #ResourceSector #KinvestorReport #Commodities #Gold #Silver #FiatCurrency #GoldStandard #BRICs #FederalReserve #Maneco64 #MarioInnecco Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In this episode, Arlen is joined by John Kaiser, independent analyst and founder of Kaiser Research Online, an information portal covering the Canadian and Australian publicly listed resource sector, to talk about current trends in the junior resource sector, North American critical mineral production, and more. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น What John looks for in his bottom fishing approach ๐Ÿ”น Who Kaiser Research Onlineโ€™s target audience is ๐Ÿ”น Management teams to pay attention to ๐Ÿ”น Resource discussions โ€“ gold, tungsten, uranium, and more! ๐Ÿ“Œ About Our Guest โ€“ John Kaiser John Kaiser is the founder of Kaiser Research Online, an information portal covering the Canadian publicly listed resource sector, and the publisher of his Spec Value Hunter and Bottom-Fish recommendations. His analysis focuses on the four key narratives that drive the resource sector. John Kaiser is an independent analyst based in the San Francisco area who has covered the junior resource sector since 1983. After a decade working as a research director in Vancouver, he left the brokerage industry in 1994 to launch Kaiser Research Online and create the โ€œrational speculation modelโ€ as a tool to evaluate the speculative value of exploration projects. Kaiser Research Online is a subscription service that publishes his analysis, provides searchable information on over 1500 Canadian listed mining and exploration companies, and tracks trends within the junior sector and their relationship to macro trends. ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen โœ… Follow Kin Communications: https://x.com/kincomm โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow John Kaiser: ๐Ÿ”ธ Follow Kaiser Research on X: https://x.com/KaiserResearch ๐Ÿ”ธ YouTube: https://www.youtube.com/channel/UC2mewGSK6_s6HNfwaU89MWQ ๐Ÿ”ธ Website: https://www.kaiserresearch.com ๐Ÿ“Œ Chapters: 00:00 Intro 01:11 What stage of the resource cycle are we in? 03:09 Criteria for the "Bottom Fishing" approach 04:00 Finding the โ€œMissing Pieceโ€ 19:11 Management teams to pay attention to 23:56 What do bottom fish look like at the top of a cycle? 25:19 Who is the Kaiser Report's perfect subscriber? 27:24 Tungsten uses 28:30 North American critical mineral production 32:14 Thoughts on U.S. Executive Orders on Uranium ๐Ÿ”Ž Keywords: #MiningStocks #JuniorMining #ResourceSector #KinvestorReport Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In this episode, Arlen is joined by legendary investor Rick Rule, a 50-year veteran of the resource and securities industry and the co-founder of the newly launched Battle Bank. Known for his deep expertise in mining, Rick shares his insights on why the recent negativity in the uranium market may have created one of the best buying opportunities in years. They also explore the repeatable patterns Rick has witnessed across four major resource bull markets, how investors can position themselves early, and why real success in junior mining comes from putting in the work and talking with management. ๐Ÿ“ˆ Whatโ€™s Inside This Episode? โœ”๏ธ Why the recent hate in the uranium market created a rare buying opportunity โœ”๏ธ The repeatable pattern Rick sees in every resource bull market โœ”๏ธ How a $2 cup of coffee in Vancouver could change your portfolio โœ”๏ธ An exclusive look at the upcoming Rule Symposium โœ”๏ธ The reason heโ€™s launching Battle Bank, a new bank tailored to independent thinkers ๐Ÿ“Œ About Our Guest โ€“ Rick Rule Rick began his career 50 years ago in 1974 in the securities business and has been involved in it ever since. He is known for his expertise in many resource sectors, including agriculture, alternative energy, forestry, oil and gas, mining, and water. In 1990, Rick founded the business now known as Sprott US Holdings, merging it into Sprott Inc. (SII) in 2011. He retired from Sprott Inc. in 2021 and resigned from the board of directors in 2023. Rick is celebrating his retirement by co-founding a new bank, Battle Bank. Rick is also actively engaged in private placement markets, through originating and participating in hundreds of debt and equity transactions. ๐Ÿšจ Register for The Rule Symposium 2025 โ€“ Natural Resource Investing ๐Ÿ”ธ July 7-11, 2025 - Boca Raton, FL ๐Ÿ”ธ In-person and Online ๐Ÿ”ธ Discover the key to navigating the lucrative world of resource investing. As the nationโ€™s premier annual event on resource and commodities investing, The Rule Symposium has built an unparalleled reputation for delivering the most profitable insights in this sector โ€“ year after year. ๐Ÿ”ธ Register Today! https://registration.allintheloop.net/register/event/rick-rule-symposium-2025-ccha?via=Kin ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen โœ… Follow Kinvestor: https://x.com/kincomm โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Rick Rule: ๐Ÿ”ธ Follow on X: https://x.com/realrickrule ๐Ÿ”ธ Subscribe on YouTube: https://www.youtube.com/@RuleInvestmentMedia ๐Ÿ”ธ Visit the Website: https://ruleinvestmentmedia.com ๐Ÿ“Œ Chapters: 00:00 Intro 01:25 Why we should all be millionaires after this bull market 05:36 Uranium hate subsiding? 06:50 Spot market vs Sprott market vs Term market 09:22 Fast-tracking mines and $150/lb uranium 14:54 Generational shifts in uranium 16:03 Right-sizing your portfolio 18:07 The uranium cycle and Sprott 21:35 Other hated commodities 23:41 Commodity fire sale fear and greed 25:13 Rick's Rule Natural Resource Symposium 33:29 Companies attending the Rule Symposium 39:59 Rick's Battle Bank 43:13 Trust in the banking system ๐Ÿ”Ž Keywords: #MiningStocks #JuniorMining #ResourceSector #KinvestorReport #Uranium #Commodities Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In this episode, Arlen is joined by Peter Krauth, author of the bestselling book The Great Silver Bull and editor of the only silver-focused investment newsletters Silver Stock Investor and the Silver Advisor. ๐Ÿ”Ž Inside this Episode: ๐Ÿ”น Why silver has been lagging behind gold stocks and shifts in the market ๐Ÿ”น New ways that itโ€™s easier than ever to buy physical silver ๐Ÿ”น Key takeaways from the recent World Silver Survey ๐Ÿ”น Why solar panels are a key part of todayโ€™s silver market ๐Ÿ”น Why Peter is still bullish on silver ๐Ÿ“ˆ Stocks Mentioned โœ”๏ธSprott Physical Silver Trust (TSX: PSLV) โœ”๏ธGoGold Resources (TSX: GGD) โœ”๏ธKingsman Resources (TSXV: KNG) ๐Ÿ“Œ About Our Guest โ€“ Peter Krauth Peter Krauth has researched, written about, and invested in silver and resources for more than 20 years, using his extensive industry network to uncover outstanding opportunities. As a precious metals expert, he is a frequent contributor to webinars and financial websites, and his writing has been published on Kitco.com, Forbes, BNN Bloomberg, The Financial Post, Seeking Alpha, Streetwise Reports, and Investing.com. He is a sought-after speaker and moderator at investment conferences. ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen โœ… Follow Kin Communications: https://x.com/kincomm โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Peter Krauth: ๐Ÿ”ธ Follow on X: https://twitter.com/peter_krauth ๐Ÿ”ธ LinkedIn: https://www.linkedin.com/in/peter-krauth/ ๐Ÿ”ธ The Great Silver Bull Book: https://silverstockinvestor.com/thegreatsilverbull/ ๐Ÿ”ธ Silver Stock Investor: https://silverstockinvestor.com/ ๐Ÿ“Œ Chapters: 00:00 Intro 01:19 Why is silver lagging? 04:57 Shifts in Silver 06:17 New ways to buy physical 08:54 Gold-Silver Ratio 13:48 Seasonality of Silver 16:47 World Silver Survey Takeaways 19:12 Solar demand growth 26:20 Security of Silver 28:34 Silver Stock Ideas 34:42 Why be a silver bull? 35:55 Silver equivalent numbers 40:17 Outro ๐Ÿ”Ž Keywords: #MiningStocks #JuniorMining #ResourceSector #KinvestorReport Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In this episode, Arlen is joined by Ryan Iverson, Portfolio Manager of CEM Partnerโ€™s Fund, to talk about the top picks from CEM Scottsdaleโ€™s Investor Breakout Exchange. ๐Ÿ“ˆ CEM Investor Breakout Exchange Top Picks โœ”๏ธLuca Mining Corp. (TSXV: LUCA) โœ”๏ธRelevant Gold Corp. (TSXV: RGC) โœ”๏ธLight AI (CBOE CA: ALGO) โœ”๏ธPine Cliff Energy Ltd. (TSX: PNE) โœ”๏ธIntegra Resources Corp. (TSXV: ITR) โœ”๏ธNorthern Dynasty Minerals Ltd. (TSX: NDM) Plus, a special mention of IBE Top Pick alum Midnight Sun Mining Corp. (TSXV: MMA). ๐Ÿ“Œ About Our Guest โ€“ Ryan Iverson Ryan Iverson, Portfolio Manager and Partner at CEM, manages CEM Partnerโ€™s Fund. With over 12 years of experience at Raymond James, primarily on the trade desk, he recognized the potential to help build out CEMโ€™s capital markets strategy. Since joining CEM in 2019, he has leveraged his experience in trading and capital markets to help navigate and capitalize on the ever-evolving market dynamics. ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen โœ… Follow Kin Communications: https://x.com/kincomm โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Ryan Iverson: ๐Ÿ”ธ Follow Investor Breakout Exchange on X: https://twitter.com/investorbrkt ๐Ÿ”ธ LinkedIn: https://www.linkedin.com/in/ryaniverson/ ๐Ÿ”ธ Space Ventures Investors Website: https://spaceventuresinvestors.com/ ๐Ÿ“Œ Chapters: 00:00 Intro 01:13 About Ryan 05:30 About Investor Breakout Exchange 10:05 Intro to Top Picks 12:02 Luca Mining Corp. (TSXV: LUCA) 14:15 Relevant Gold Corp. (TSXV: RGC) 16:28 Light AI (CBOE CA: ALGO) 20:09 Pine Cliff Energy Ltd. (TSX: PNE) 23:37 Integra Resources Corp. (TSXV: ITR) 25:34 Northern Dynasty Minerals Ltd. (TSX: NDM) 28:00 Midnight Sun Mining Corp. (TSXV: MMA) 30:34 Key Takeaways 36:27 Outro ๐Ÿ”Ž Keywords: #MiningStocks #JuniorMining #ResourceSector #KinvestorReport Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
In this episode, Arlen is joined by Simon Drake, Co-Founder and Managing Director of Space Ventures Investors, to explore the world of space investing โ€” from asteroid mining to lunar metal extraction. ๐Ÿ“ˆ Whatโ€™s Inside This Episode? โœ”๏ธ How asteroid and moon mining could reshape the global resource economy โœ”๏ธ Why platinum group metals on the moon might be the next big investment frontier โœ”๏ธ How the Lunar Resources Registry is mapping zones on the moon โœ”๏ธ What investors need to know before jumping into the space commodities market ๐Ÿ“Œ About Our Guest โ€“ Simon Drake Simon Drake co-founded Space Ventures Investors (UK) in 2014, which invests in pre-seed and seed stage space companies. Following investor feedback, in 2020 he co-founded a company to focus on space resources: the Lunar Resources Registry in Germany, which then participated in a European Space Agency Business Incubation Centre in Germany, and is now in the Thales Alenia Space - Space Business Catalyst accelerator in Italy. He is focused on developing a value chain of companies capable of exploring the moon and extracting resources. โ€œIt ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so. โ€œ โ€“ Mark Twain. ๐ŸŽฏ Make Smart Moves in 2025! ๐Ÿ”น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork ๐Ÿ”น Like & Share to help others discover this valuable content ๐Ÿ”น Hit the Notification Bell ๐Ÿ”” so you never miss an episode ๐Ÿ“ฒ Connect with The Kinvestor Report: โœ… Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen โœ… Follow Kin Communications: https://x.com/kincomm โœ… Visit Our Website: https://kincommunications.com/kinvestor-network/ ๐ŸŒ Follow Simon Drake: ๐Ÿ”ธ Follow on X: https://twitter.com/registrylunar ๐Ÿ”ธ LinkedIn: https://www.linkedin.com/company/lunar-resources-registry/ ๐Ÿ”ธ YouTube: www.youtube.com/@Spaceventuresinvestors ๐Ÿ”ธ Space Ventures Investors Website: https://spaceventuresinvestors.com/ ๐Ÿ”ธ Lunar Resources Registry: https://lunarresourcesregistry.com/ ๐Ÿ“Œ Chapters: 00:00 Intro 01:10 Meet Simon Drake 04:30 What is the Lunar Resources Registry? 09:00 What metals are on the moon? 10:30 Logistics of moon mining 13:43 The BIG implications of space mining 14:05 Why SpaceXโ€™s Starship changed everything 16:29 What environmentalists are saying 20:47 Space investing cycles & economic viability 28:15 The first market for space metals 31:07 Why governments are funding the space resource sector 35:25 Non-government interest in the sector 54:45 What would make you invest in moon mining? 56:23 Outro ๐Ÿ”Ž Keywords: #MiningStocks #JuniorMining #ResourceSector #KinvestorReport #SpaceInvesting #SpaceMining #MoonMining #LunarResources Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.
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