Video

RI QUARANTINED EP15 – John Budreski, Chairman EnWave Corp. & Morien Resources

***EPISODE 15***

John Budreski is Canadian finance professional with decades of experience in investment banking and corporate leadership. Today he leads to companies and sits on the board of several others including Sandstorm Gold.

In this conversation John & Jamie discuss his experience building and leading several investment banks, his move to the corporate world, and why he’s devoted much of his career to championing the royalty sector – first in Canadian mining and later food dehydration. John highlights the advantages royalties offer investors, but also many of the seldom mentioned risks in the model. Finally John gives his views on what’s happening in the world today and how investors can best prepare for the unforeseen.

RI Project Profile: Sandstorm Gold Royalties

(NOTE: This video was recorded Jan 2020 pre-social distancing. Some info discussed may have changed since recording.)

Kim Bergen is the Director of Capital Markets Sandstorm Gold Royalties, a custom financing, and royalty company focused on precious metals.

In this interview, Jamie & Kim discuss what Sandstorm has done over the last 10 years, and what investors can expect over the next 12 months.

RI Project Profile: Equinox Gold

NOTE: This video was recorded in Jan. 2020 pre-quarantine/Social Distancing.

Christian Milau is the CEO of Equinox Gold Corp. a mining company focused on becoming a million-ounce gold producer. It is one of the only gold producers of scale operating entirely in the Americas.

In this interview, Jamie & Christian discuss how Equinox was formed, what type of investors should be looking at Equinox, and what their latest merger looks like.

RI QUARANTINED EP14 – Mike Konnert, CEO Vizsla Resources

***EPISODE 14***

Mike Konnert is the Founder & CEO of Vizsla Resources a successful silver exploration company focused on discovery and resource expansion in Sinaloa Mexico.

In this interview Jamie & Mike discuss the opportunity facing new investors entering the space, why precious metals are set to run, and why millennial money may finally be entering the mining sector.

RI QUARANTINED EP13 – Why you need to own Gold with Tavi Costa from Crescat Capital

***EPISODE 13***

Tavi Costa (Twitter: @TaviCosta) is a macro focused portfolio manager at Crescat Capital. Tavi built the macro model his firm lies upon to identifies the current stage of the US economic cycle. His research has been featured in Bloomberg, The Wall Street Journal, CNN, Financial Post, The Globe and Mail, Real Vision, Reuters.

In this conversation Jamie & Tavi discuss the incredible asymmetric trade we’re seeing in the gold space, and why Crescat is extremely bullish on commodities. Tavi breaks down his research and explains the key indicators he’s using to make decisions when deploy fund capital.

RI QUARANTINED EP12 – Talking Uranium with Mike Alkin & Tim Chilleri

EPISODE 12

Mike Alkin is the founder and CIO of Sachem Cove Partners a Uranium focused investment partnership. Tim Chilleri is his head analyst. In this conversation Mike/Tim & Jamie discuss the current asymmetric trade in the Uranium sector, the coming supply crunch, and why so many market participants have their head in the sand. They also discuss the ongoing Coronavirus epidemic and its impact on the broader economy.

RI QUARANTINED

A special addition of the RI Podcast where Jamie interviews the mining industry’s top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely.

RI QUARANTINED EP11 – Under the Hood of U.S. Shale Oil Production with Scott Lapierre

EPISODE 11

Scott Lapierre has spent the last 25 years working in the oil industry as a petrophysicist. He worked for Halliburton, ConocoPhillips, and Pioneer Natural Resources before going on to start his own E&P Company, PCORE Exploration. PCORE raised $100 million in private equity from Natural Gas Partners to exploit what Scott discovered to be “the secret” to a profitable fracking operation. Scott implemented his patented technology to exploit the “core” of the Midland Basin to earn an ROI of 3.2 over 18 months. He did this while oil prices fell from $105 to $36 per barrel. Now, Scott splits time between Houston and Denver managing his consulting firm, Shale Specialists.

In this episode, we discuss:

  • “The secret” to shale oil.
  • What does the current shale environment look like?
  • Why is the US reaching an all time high in oil production while shale drillers – have been destroying capital?
  • What companies should you be adding to your portfolio in this downturn?
  • Where is the future of oil headed?

RI QUARANTINED

A special addition of the RI Podcast where Jamie interviews the mining industry’s top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely.

RI QUARANTINED EP10 – Matt Geiger, MJG Capital

EPISODE 10

Matt Geiger is the Founder and Managing Partner of MJG Capital, a natural resource focused investment partnership.

In this conversation Jamie and Matt discuss the similarities/differences between resource investing and tech investing, current market volatility and the impact on the gold space, and how Matt is deploying capital.

Matt has been managing money in the mining sector for the last 8-years and has a comprehensive view of the sector and where opportunities lie for both new and seasoned investors.

RI QUARANTINED

A special addition of the RI Podcast where Jamie interviews the mining industry’s top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely.

RI QUARANTINED EP09 – Brent Johnson, Santiago Capital

EPISODE 09

Brent Johnson is a professional investors and macro-economic thinker. Brent is the CEO of Santiago Capital, a wealth management firm focused on helping clients benefit from, what Brent believes, will be a massive run in the US dollar. In this conversation Brent makes the macro case for the US economy, and US currency, as the place to be for investors. Bent explains why he believes gold will have its day in the sun but why we’re not there yet.. and why the Canadian economy is in trouble.

RI QUARANTINED

A special addition of the RI Podcast where Jamie interviews the mining industry’s top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely.

RI QUARANTINED EP08 – Trevor Hall, Mining Stock Daily

EPISODE 08

Trevor Hall is the host/creator of the excellent mining podcast “Mining Stock Daily” a show that seeks to educate investors on what the hell is going on in the mining sector. Trevor’s had Jamie on his show several times, and today Jamie got to return the favour. In this episode Trevor and Jamie talk about what’s going on in the world, the impacts on the market, how they are managing their own portfolios and why Jamie is wearing an embarrassing amount of CrossFit paraphernalia…

RI QUARANTINED

A special addition of the RI Podcast where Jamie interviews the mining industry’s top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely.