Digging Deep

64 Episodes

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Mega-Projects Are Getting Harder to Build | Joe Mazumdar

2026-09-0841:10

Joe Mazumdar, Editor of Exploration Insights, joins Kitco Mining’s Digging Deep with Paul Harris to discuss global bond stress, gold’s renewed strength, country risk, permitting wins, critical minerals policy and where major junior mining financings are flowing. Mazumdar says debt costs, currency uncertainty and geopolitical risk should keep support under precious metals, while higher rates raise the cost of capital for mining projects. He says Barrick’s Reko Diq copper project in Pakistan s...

Gold Stocks Catch Up as Copper Supply Tightens | Nicole Adshead-Bell

2026-09-0844:09

Nicole Adshead-Bell, Director of Cupel Advisory, joins Kitco Mining’s Digging Deep with Paul Harris to discuss why gold equities are catching up to higher metals prices, why copper supply remains constrained, and how rising resource nationalism is changing the risk equation for miners. After an August rally added an estimated US$357 billion to the value of the top 50 mining companies, Adshead-Bell says sustained strength in gold and copper is bringing generalist investors back into mining eq...

Newmont Surge Signals Gold Stocks Are Back | David Lotan

2026-09-0139:53

David Lotan, President of LHI and former Chair of Aurion Resources, joins Kitco Mining’s Digging Deep with Paul Harris to discuss gold’s renewed momentum, the return of leverage in gold equities, Canada-U.S. trade tensions, and the lessons from Agnico Eagle’s consolidation of Aurion, Rupert Resources and B2Gold’s joint venture interest in Finland. Lotan says U.S. debt, elevated borrowing costs and Treasury efforts to manage bond yields are reinforcing the case for gold as central banks reduc...

Gold Breakout Signals ‘Rocket Fuel’ Setup for Metals | David Erfle

2026-08-2525:01

David Erfle, Founder and Editor of JuniorMinerJunky.com, joins Kitco Mining’s Digging Deep with Paul Harris to break down gold’s renewed surge, silver’s upside, mining M&A, strategic investments in juniors, and whether producers are returning too much cash instead of funding future growth. Erfle says gold’s breakout was driven by a weaker U.S. dollar, falling long-term yields, Treasury debt-buyback moves, and markets positioning ahead of the Fed’s Jackson Hole symposium. With oil back ab...

Jeff Pontius Explains Comstock Gold Bet as Mackay Drills Nevada

2026-08-1340:23

Exploration geologist Jeff Pontius joins Kitco Mining’s Digging Deep with Paul Harris to discuss gold’s renewed momentum, Mackay Gold & Silver’s Comstock district opportunity in Nevada, major financings for explorers, the Barrick-Newmont Nevada agreement, African mining policy, and how the U.S. can rebuild domestic mining capacity. Pontius says a US$4,000 gold base would be “exceptionally good” for producers and developers, especially with many companies producing around US$2,000 per oun...

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