Resource Insider Podcast

***EPISODE 24***

Jack Lundin is the CEO of Bluestone Resources. He’s a trained a mining engineer who cut his teeth at Lundin Gold’s FDN Project in Ecuador, he’s also the son of mining magnate Lukas Lundin. In this conversation, Jack and Jamie discuss Jack’s first CEO role, what prepared him for it, and why he chose Bluestone’s Cerro Blanco Gold Project.

Jack sheds light on the realities of working in Guatemala, the strategy involved in running a single asset development stage company, and why the Lundin’s are consistently able to succeed to jurisdictions where others fail.

***RI QUARANTINED*** A special edition 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.

***EPISODE 23*** James Withall is the CEO of Rupert Resources. He’s also a geologist, investor and ex-fund manager.

In this conversation James and Jamie discuss where the junior mining industry gets it wrong, how to run an exploration company like a hedge fund, how to allocate capital effectively, and why Rupert Resources represents a major opportunity for investors.

***EPISODE 22***

Adrian Day is a generalist asset manager with a long-term value approach to allocating capital.

In this episode, Jamie and Adrian talk about why Adrian sees more value in gold equities than any other asset class. In this discussion, they discuss about how Adrian’s investment philosophy has evolved over the last 30 years.

***EPISODE 21***

Joel Solomon is a Founding Partner of Renewal Funds, a VC firm focused on impact investing in the environmental technology, and organic food industries. He is also the author of The Clean Money Revolution.

In this conversation Joel and Jamie discuss the history of impact investing, how investors can profit while doing good in the world, the impacts of COVID19 on the world, and why Joel believes this is a great time to find quality investment opportunities.

***EPISODE 20***

Paul Matysek is the CEO and Chairman of GOLDX Mining.

In this episode Paul and Jamie discuss building shareholder value by aligning interests. Paul has built and sold 5 mining companies throughout his career, and created more than $2 billion worth of shareholder value. In this episode Paul elaborates on the current gold environment, why Paul recently joined GoldX and why investors need to consider Guyana as a mining jurisdiction.

***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.

***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.