Resource Insider Podcast

RI QUARANTINED EP04 – Warren Irwin, Rosseau Asset Management

EPISODE 04

Warren Irwin talks Covid-19, China’s speedy recovery, what’s going on in the markets, and what investors can expect in North America and Europe over the coming months. Warren is one of the most respected voices in the natural resource sector and offers great advice and perspective for investors in a challenging time.

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 EP03 – Marcel de Groot, Pathway Capital

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.

EPISODE 03

Marcel de Groot is the President and Co-Founder of Pathway Capital. In this episode Marcel and Jamie discuss what investors need to consider when deploying capital into gold equities during a crisis, parallels to the 2008 GFG, and the importance of exponential thinking.

RI QUARANTINED EP02 – Rick Rule, Sprott Inc.

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.

EPISODE 02

Rick Rule President & CEO, Sprott U.S. Holdings and Jamie Keech discuss the implications of quantitative easing, currency debasement and lowered interest rates.

Rick discusses gold as an insurance policy and the extraordinary opportunity investors have to build a portfolio of stable cash-flowing gold companies with the potential for massive returns.

RI QUARANTINED EP01 – George Salamis, Integra Resources

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.

EPISODE 01

George Salamis CEO of Integra Resources and Jamie Keech talk about the effect of the Coronavirus on capital markets, the mining industry and the world at large. George discusses the impacts the virus has had on Integra and how they continue to work effectively on site.

Resource Insider Podcast Ep29 – Doug Silver

Doug Silver is a portfolio manager at Orion Resource Partners, an alternative investment management firm with $6 billion in assets under managements. Before Doug’s role at Orion, he built and sold two royalty companies. One of them, International Royalty Corporation (IRC), he sold to Royal Gold for $745 million. Doug is a member of the mining hall of fame as a result of the many successes that he has had throughout his career.

In this conversation we discuss:

  • Doug’s interesting path from zoology to geology and his family’s meteorite crater.
  • Bridging the gap from a technical background to finance.
  • What was behind Doug’s infamous geological database.
  • How IRC started, and what the royalty space looks like today.
  • What prompted the sale of IRC?
  • What role does Private Equity play in mine finance today and the challenges ahead.

It is not every day that you get to sit down with someone like Doug. I hope you enjoy our conversation as much as I did.