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The Kinvestor Report
The Kinvestor Report
Author: Kinvestor
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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 youโre 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.
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 youโre 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.
40ย Episodes
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๐ 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.
๐ Inside this Episode:
๐นPDAC 2026 mining market recap
๐นWhy explorers may surge next
๐นWhat makes takeover targets
๐นBrian Leniโs investing framework
๐นand much more!
๐ 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.
๐ฏ Make Smart Moves in 2026!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ
โ
Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow David Morgan:
๐ธ Follow on X/Twitter: https://x.com/junior_stock
๐ธ Subscribe on YouTube: https://www.youtube.com/@field_notes
๐ธ Visit his Website: https://premium.juniorstockreview.com/
๐ 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
๐ฅ Episode recorded: March 11, 2026
๐ 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.
๐ 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 โtrigger.โ
๐ Inside this Episode:
๐น The structural case for a commodity supercycle
๐น Why gold, silver & energy could lead this decade
๐น The macro imbalances forcing lower rates
๐น Dollar weakness & the โGreat Rotationโ into Europe and China
๐น Contrarian plays: Chinese equities & European banks
๐น What the most over-hyped commodity is right now (and what to look at instead!)
๐น Why the trigger doesnโt matter โ the thesis does
๐น And more!
๐ 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 worldโs 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.
๐ฏ Make Smart Moves in 2026!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ
โ
Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Tavi:
X: https://x.com/TaviCosta
Website: https://azuriacapital.com/
LinkedIn: https://www.linkedin.com/in/otavio-tavi-costa-76368628/
๐ 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
๐ฅ Episode recorded: February 24, 2026
๐ 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 goldโs parabolic surge, why this move may truly be โdifferent this time,โ and what collapsing confidence in fiat currencies could mean for investors. They also explore hyperinflation risks, silverโs growing supply constraints, and how to think about positioning as markets enter uncharted territory.
๐ Inside this Episode:
๐น Why goldโs parabolic move really is different this time
๐น The tipping point that shattered global trust in fiat currencies
๐น Hyperinflation signals hiding in gold, silver, and stocks
๐น Why silver may become harder to get than gold
๐น Bitcoin vs. precious metals: speculation, manipulation, and risk
๐น What sentiment is saying about the next big move
๐น And more!
๐ 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.
๐ฏ Make Smart Moves in 2026!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ
โ
Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Bob Moriarty: http://www.321gold.com/
๐ 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
๐ฅ Episode recorded: February 9, 2026
In this episode, Arlen is joined by David Morgan, Founder of The Morgan Report. David and Arlen dive into silverโs 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 โparabolicโ territory.
๐ Inside this Episode:
๐น Why silver is breaking out now
๐น The supply deficit + industrial demand squeeze
๐น What could trigger a pullback (and what to watch)
๐น Profit-taking plan: sell strength, manage the peak
๐น And more!
๐ 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 โThe 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 youโre 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.
๐ฏ Make Smart Moves in 2026!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ
โ
Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow David Morgan:
๐ธ Watch his previous appearance on The Kinvestor Report:
๐ธ Follow on X/Twitter: https://x.com/silverguru22
๐ธ Subscribe on YouTube: https://www.youtube.com/@silverguru
๐ธ Visit his Website: https://www.themorganreport.com/
๐ 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
๐ฅ Episode recorded: January 26, 2026
๐ 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.
๐ Inside this Episode:
๐น What a โtrustlessโ monetary system actually means
๐น Rules vs. rulers in modern financial systems
๐น How Bitcoin enforces scarcity and transparency
๐น The societal implications of sound digital money
๐น And more!
๐ About Our Guest โ Seb Bunney
Sebโs 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 shiftโchanneling 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 Moneyโa 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.
๐ฏ Make Smart Moves in 2026!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ
โ
Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Seb Bunney:
๐ธ Follow on X/Twitter: https://x.com/SebBunney
๐ธ Visit his Website: https://www.sebbunney.com/
๐ธ Check out his book 'The Hidden Cost of Money': https://www.amazon.ca/dp/B0CPNGJF5L
๐ธ Check out his book 'B is for Bitcoin: https://www.amazon.ca/dp/B0C2LKSPFJ
๐ 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
๐ฅ Episode recorded: January 15, 2026
๐ 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).
๐ Inside this Episode:
๐น Why money evolved from barter to gold
๐น How fiat currency broke the link to scarcity
๐น The hidden costs of inflation and monetary control
๐น Why Bitcoin is viewed as โdigital goldโ
๐น And more!
๐ About Our Guest โ Seb Bunney
Sebโs 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 shiftโchanneling 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 Moneyโa 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.
๐ฏ Make Smart Moves in 2026!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Kinvestor on X/Twitter: https://x.com/KinvestorHQ
โ
Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Seb Bunney:
๐ธ Follow on X/Twitter: https://x.com/SebBunney
๐ธ Visit his Website: https://www.sebbunney.com/
๐ 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
๐ฅ Episode recorded: January 15, 2026
๐ 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 Doodyโs 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.
๐ Inside this Episode:
๐น The macro driver behind the surge in gold prices
๐น John's $5,000 gold price target for 2026
๐น Why gold stocks outperform the price of gold
๐น The philosophy behind John's Fave 5 Gold Stocks methodology
๐น And more!
๐ About Our Guest โ John Doody
John Doody is the former editor of Gold Stock Analyst. His current newsletter, John Doodyโs 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.
๐ฏ Make Smart Moves in 2025!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen
โ
Follow Kin Communications: https://www.linkedin.com/company/kin-communications/
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow John Doody:
๐ธ Subscribe to the Fave 5 newsletter - Kinvestor listeners get a special offer on the annual subscription: https://johndoodysfave5.com/kin/
๐ 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?
๐ฅ Episode recorded: December 9, 2025.
๐ 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 whatโs coming in 2026.
๐ Inside this Episode:
๐น Why major gold producers are reporting record free cash flow
๐น How soaring gold prices and flat input costs are creating massive margins
๐น Why institutional investors are finally being โdraggedโ into gold equities
๐น Which developers and producers may still be deeply undervalued
๐น Risks, red flags & what could derail the gold-stock bull
๐น And more!
๐ 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.
๐ฏ Make Smart Moves in 2025!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen
โ
Follow Kin Communications: https://x.com/kincomm
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Garrett Goggin:
๐ธ Watch his previous appearance on The Kinvestor Report: https://youtu.be/E9MZlebjFI8
๐ธ Follow on X/Twitter: https://x.com/GarrettGoggin
๐ธ Visit his Website: https://goldenportfolio.com/
๐ 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
๐ฅ Episode recorded: November 18, 2025.
๐ 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.
๐ Inside this Episode:
๐น Some of the biggest mistakes beginner retail investors make
๐น Why longevity is important in surviving bear markets
๐นSome junior mining picks from Chen
๐นHow the U.S. government shutdown is affecting the commodities market
๐นAnd more!
๐ 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 โWhat 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.
๐ฏ Make Smart Moves in 2025!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen
โ
Follow Kin Communications: https://x.com/kincomm
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Chen Lin:
๐ธ Watch his previous appearance on The Kinvestor Report: https://youtu.be/kP11kdtcCbE
๐ธ Follow on X/Twitter: https://x.com/ChenLinPicks
๐ธ Visit his Website: https://chenpicks.com/
๐ 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
๐ฅ Episode recorded: November 5, 2025.
๐ 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.
๐ 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 goldโs historic run, the bond market risks driving it, and why miners could deliver outsized returns in the years ahead.
๐ Inside this Episode:
๐น Why $4,000 gold signals much more upside ahead
๐น The bond marketโs role in driving the next leg of the bull market
๐น How gold and silver miners are set up for explosive cash flow
๐น Donโs price outlook: $4,500 gold, $100 silver, and big upside for mining stocks
๐น And much more!
๐ 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.
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๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Arlen Hansen on X/Twitter: https://x.com/ArlenHansen
โ
Follow Kin Communications: https://x.com/kincomm
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Don Durrett:
๐ธ Watch his previous appearance on The Kinvestor Report: https://youtu.be/sdT61GfP8E0
๐ธ Follow Arlen Hansen on X/Twitter: https://x.com/dondurrett
๐ธ Subscribe on YouTube: https://www.youtube.com/@DonDurrett
๐ธ Visit his Website: https://www.goldstockdata.com/
๐ 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
๐ฅ Episode recorded: October 7, 2025.
๐ 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.
๐ Inside this Episode:
๐น Why Adrian believes weโre still in the early innings of the current gold cycle
๐น The disconnect between gold prices, mining stocks, and retail investor flows
๐น How to identify value in a bull market (and the risks of chasing laggards)
๐น Turnaround opportunities, new listings, and the importance of investor discipline (including Adrian's stocks to keep an eye on!)
๐น And much more!
๐ 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, โGood Morning Americaโ, Wall Street Journal Radio, The Financial Times, Barronโs, The Cape Town Argus, La Vie Francais, and many other leading publications. His pleasures include fine dining, reading (especially history), and the opera.
๐ฏ Make Smart Moves in 2025!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen
โ
Follow Kin Communications: https://x.com/kincomm
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Adrian Day:
๐ธ Watch his previous appearance on The Kinvestor Report
๐น https://youtu.be/ouIKC85pZ0o
๐น https://youtu.be/3NV2-h8t8wU
๐ธ Subscribe on YouTube: https://www.youtube.com/@AdrianDayInvest/
๐ธ Visit his Website: https://adrianday.com/
๐ 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
๐ฅ Episode recorded: September 23, 2025.
๐ 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 todayโs 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.
๐ Inside this Episode:
๐น Why the financial system is a fragile โhouse of cardsโ and the trigger that could topple it
๐น The 2014 turning point that quietly changed ownership laws worldwide
๐น Gold and silver price suppression โ and why silver may fail to deliver first
๐น ETFs vs. mining shares: how to truly hold assets outside the system
๐น And much more!
๐ 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.
๐ฏ Make Smart Moves in 2025!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
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โ
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โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Bill Holter
๐ธ Website: https://billholter.com/
๐ 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
๐ 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 ๐จJeffโs first-ever exclusive stock reveal from his paid newsletter๐จ.
๐ Inside this Episode:
๐น Gold cycles and the impact of rate cuts
๐น Surge in junior mining financings
๐น Top mining jurisdictions to watch
๐น Exclusive stock reveal from Jeff Clark
๐น Red flags and common investor mistakes
๐น and much more!
๐ 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 Jeffโs late father. And that love for gold and silverโor rather, discovering gold and silverโquickly 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 Caseyโs 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.
๐ฏ Make Smart Moves in 2025!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen
โ
Follow Kin Communications: https://x.com/kincomm
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Jeff Clark:
๐ธ Follow Josef on X: https://x.com/TheGoldAdvisor
๐ธ View on YouTube: https://www.youtube.com/@PaydirtPodcast1
๐ธ Website: https://thegoldadvisor.com/
๐ 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
๐ 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.
๐ Inside this Episode:
๐น Geopolitical factors and energy security
๐น European vs. North American natural gas prices and demand
๐น The challenges of EVs in northern North America
๐น How uranium factors into energy demand
๐น And more!
๐ 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 whatโs going on, what is to come, and why.
๐ฏ Make Smart Moves in 2025!
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๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen
โ
Follow Kin Communications: https://x.com/kincomm
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Josef Schachter:
๐ธ Follow Josef on X: https://x.com/JosefSchachter
๐ธ Register for Catch the Energy: https://gravitypull.swoogo.com/catchtheenergy2025
๐ธ Website: https://schachterenergyreport.ca/
๐ 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
๐ 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 silverโs breakout potential and how fear is being used as a tool to influence investors.
๐ Whatโs Inside This Episode?
โ๏ธ Central banks shifting to gold
โ๏ธ Declining trust in fiat systems
โ๏ธ Signs of a coming monetary reset
โ๏ธ Silver's breakout and upside potential
โ๏ธ Fear as a tool of control
๐ 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.
๐ฏ Make Smart Moves in 2025!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen
โ
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โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Mario Innecco:
๐ธ Follow on X: https://x.com/maneco1964
๐ธ Subscribe on YouTube: https://www.youtube.com/@maneco64
๐ 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
๐ 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.
๐ Inside this Episode:
๐น What John looks for in his bottom fishing approach
๐น Who Kaiser Research Onlineโs target audience is
๐น Management teams to pay attention to
๐น Resource discussions โ gold, tungsten, uranium, and more!
๐ 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 โrational 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.
๐ฏ Make Smart Moves in 2025!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen
โ
Follow Kin Communications: https://x.com/kincomm
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow John Kaiser:
๐ธ Follow Kaiser Research on X: https://x.com/KaiserResearch
๐ธ YouTube: https://www.youtube.com/channel/UC2mewGSK6_s6HNfwaU89MWQ
๐ธ Website: https://www.kaiserresearch.com
๐ 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 โMissing 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
๐ 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.
๐ Whatโs Inside This Episode?
โ๏ธ Why the recent hate in the uranium market created a rare buying opportunity
โ๏ธ The repeatable pattern Rick sees in every resource bull market
โ๏ธ How a $2 cup of coffee in Vancouver could change your portfolio
โ๏ธ An exclusive look at the upcoming Rule Symposium
โ๏ธ The reason heโs launching Battle Bank, a new bank tailored to independent thinkers
๐ 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.
๐จ Register for The Rule Symposium 2025 โ Natural Resource Investing
๐ธ July 7-11, 2025 - Boca Raton, FL
๐ธ In-person and Online
๐ธ Discover the key to navigating the lucrative world of resource investing. As the nationโs 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.
๐ธ Register Today! https://registration.allintheloop.net/register/event/rick-rule-symposium-2025-ccha?via=Kin
๐ฏ Make Smart Moves in 2025!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen
โ
Follow Kinvestor: https://x.com/kincomm
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Rick Rule:
๐ธ Follow on X: https://x.com/realrickrule
๐ธ Subscribe on YouTube: https://www.youtube.com/@RuleInvestmentMedia
๐ธ Visit the Website: https://ruleinvestmentmedia.com
๐ 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
๐ 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.
๐ Inside this Episode:
๐น Why silver has been lagging behind gold stocks and shifts in the market
๐น New ways that itโs easier than ever to buy physical silver
๐น Key takeaways from the recent World Silver Survey
๐น Why solar panels are a key part of todayโs silver market
๐น Why Peter is still bullish on silver
๐ Stocks Mentioned
โ๏ธSprott Physical Silver Trust (TSX: PSLV)
โ๏ธGoGold Resources (TSX: GGD)
โ๏ธKingsman Resources (TSXV: KNG)
๐ 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.
๐ฏ Make Smart Moves in 2025!
๐น Subscribe for more expert insights: https://www.youtube.com/@kinvestornetwork
๐น Like & Share to help others discover this valuable content
๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
โ
Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen
โ
Follow Kin Communications: https://x.com/kincomm
โ
Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Peter Krauth:
๐ธ Follow on X: https://twitter.com/peter_krauth
๐ธ LinkedIn: https://www.linkedin.com/in/peter-krauth/
๐ธ The Great Silver Bull Book: https://silverstockinvestor.com/thegreatsilverbull/
๐ธ Silver Stock Investor: https://silverstockinvestor.com/
๐ 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
๐ 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 Partnerโs Fund, to talk about the top picks from CEM Scottsdaleโs Investor Breakout Exchange.
๐ CEM Investor Breakout Exchange Top Picks
โ๏ธLuca Mining Corp. (TSXV: LUCA)
โ๏ธRelevant Gold Corp. (TSXV: RGC)
โ๏ธLight AI (CBOE CA: ALGO)
โ๏ธPine Cliff Energy Ltd. (TSX: PNE)
โ๏ธIntegra Resources Corp. (TSXV: ITR)
โ๏ธNorthern Dynasty Minerals Ltd. (TSX: NDM)
Plus, a special mention of IBE Top Pick alum Midnight Sun Mining Corp. (TSXV: MMA).
๐ About Our Guest โ Ryan Iverson
Ryan Iverson, Portfolio Manager and Partner at CEM, manages CEM Partnerโs Fund. With over 12 years of experience at Raymond James, primarily on the trade desk, he recognized the potential to help build out CEMโs 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.
๐ฏ Make Smart Moves in 2025!
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๐น Hit the Notification Bell ๐ so you never miss an episode
๐ฒ Connect with The Kinvestor Report:
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๐ Follow Ryan Iverson:
๐ธ Follow Investor Breakout Exchange on X: https://twitter.com/investorbrkt
๐ธ LinkedIn: https://www.linkedin.com/in/ryaniverson/
๐ธ Space Ventures Investors Website: https://spaceventuresinvestors.com/
๐ 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
๐ 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.
๐ Whatโs Inside This Episode?
โ๏ธ How asteroid and moon mining could reshape the global resource economy
โ๏ธ Why platinum group metals on the moon might be the next big investment frontier
โ๏ธ How the Lunar Resources Registry is mapping zones on the moon
โ๏ธ What investors need to know before jumping into the space commodities market
๐ 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.
โIt 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 โ Mark Twain.
๐ฏ Make Smart Moves in 2025!
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๐ฒ Connect with The Kinvestor Report:
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Follow Arlen Hansen on Twitter: https://x.com/ArlenHansen
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Follow Kin Communications: https://x.com/kincomm
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Visit Our Website: https://kincommunications.com/kinvestor-network/
๐ Follow Simon Drake:
๐ธ Follow on X: https://twitter.com/registrylunar
๐ธ LinkedIn: https://www.linkedin.com/company/lunar-resources-registry/
๐ธ YouTube: www.youtube.com/@Spaceventuresinvestors
๐ธ Space Ventures Investors Website: https://spaceventuresinvestors.com/
๐ธ Lunar Resources Registry: https://lunarresourcesregistry.com/
๐ 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 SpaceXโs 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
๐ 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.























