***EPISODE 19***
Craig Parry is the Chairman of Vizsla Resources and Skeena Resources, a Partner at mining PE Firm EMR Capital, and the CEO of IsoEnergy.
In this conversation, Jamie & Craig discuss the impacts of Covid19 on the mining industry, the role of private equity in the sector, the case for Uranium, and how Craig is allocating his own time and capital.
***EPISODE 18*** David Garofalo is the Chairman and CEO of the Marshall Precious Metals Fund.
Many of you may recognize David from his previous roles as CFO: Agnico Eagle Mines, CEO: Hudbay, or CEO: Goldcorp.
In this conversation, Jamie & David talk about the impacts of COVID19, the challenges it presents to operating mines, and why now may be the time to start investing in exploration companies.
NOTE: This video was recorded in Jan. 2020 pre-quarantine/Social Distancing.
Ryan McIntyre is the President of Maverix Metals, a royalty and streaming company in Vancouver, BC.
In this interview, Jamie & Ryan discuss the current royalty environment and what type of investments to focus on in your portfolio.
Venture capitalist Jamie Keech travels to Sinaloa Mexico and explores the historic Panuco silver mines.
Along the way Jamie goes underground into tunnels built by Spanish conquistadors, dating back to the 1500’s, and learns about the region’s potential for a big silver discovery. Jamie explores the culture and history of Sinaloa, which was once the shrimping capital of the Americas and is now a modern tourist hotspot.
While in the city of Mazatlán Jamie hooks up with Vizsla Resources CEO Mike Konnert and learns about his plan to modernize mining in the region.
***EPISODE 17***
Nolan Watson is the President and CEO of Sandstorm Gold, a Vancouver based streaming and royalty company.
In this conversation, Jamie & Nolan discuss the impacts of COVID19 on royalty companies, how Nolan is managing his own portfolio, which of his competitors he’s buying, why he’s bullish on base metals in the long term, and the importance of using the worlds enforced solitude to focus and reprioritize.
***EPISODE 16***
Willem Middelkoop (Twitter: @wmiddelkoop) is the founder and CIO of the Commodity Discovery Fund. Willem focuses his investments on exploration-stage projects working to make tier one discoveries. Willem has published 8 books focusing on macroeconomics, energy, geopolitics, and markets.
In this conversation, Jamie & Willem discuss the incredible asymmetric trade we’re seeing in the commodity space and the macroeconomic catalysts that could jump-start the paradigm shift.
***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.
(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.
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.
***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.
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