This is a replay of my 2023 conversation with Lobo Tiggre of Independent Speculator. Lobo is one of the premier voices in junior mining speculation, and you can tell why throughout this podcast. Lobo pulls no punches. He tells it like it is -

Luis Sanchez: Hunting for Net-Nets

9 days ago 1h 6m

This is a very different episode than usual. I don't think I've recorded a podcast specifically about net-net investing. But it's something I've wanted to do for a long time. That's why I'm excited to have Luis Sanchez on the podcast. Luis is

Greg Orrell: How To Outperform The $GDX

16 days ago 1h 19m

I hope you guys enjoy my podcast with Greg Orrell of OCM Gold Fund. Greg has done what most gold fund managers haven't ... outperform GDX. In fact, Greg has crushed GDX, returning 81% since 2008 versus GDX's 6% during the same time period.Dur

Jenny Chase: Solar Industry Deep Dive

21 days ago 55m 54s

Jenny Chase is a solar analyst with BloombergNEF, goose keeper, and author of "Solar Power Finance Without the Jargon."We spend an hour diving deep into the solar industry. We cover:Solar panel adoption rates•Raw material inputs from #si

Lake Cornelia's Judd Arnold: Navios Maritime $NMM Deep Dive

30 days ago 1h 13m

Just Judd Arnold pitching Navios Maritime $NMM and why he thinks its cheap and why it could reach $200/share in the future. Remember guys, none of this is investment advice. It's shipping. You will probably lose all your money, This is for edu

GorillaGrip: Commodities, Geopolitics, Copper, and Aluminum

May 31st, 2024 1h 34m

This was one of my favorite episodes of the year. I love interviewing anonymous Twitter personalities, and GorillaGrip delivered. Gorilla is a full-time commodities investor who's spent his life traveling the world, kicking rocks, meeting m

Mat Roiss: How To Buy Hated Stocks (& Other Investing Things)

May 24th, 2024 1h 1m

This episode features Mat Roiss (@InvestRoiss), an investor and writer who shares his approach to portfolio construction, stock selection, valuation criteria, sourcing investment ideas, and areas of current interest. Mat also discusses his Subs

[REPLAY] Judd Arnold: TSA, US Government, and a Fund Analyst Walk Into A Bar

May 17th, 2024 1h 1m

The first time I released this podcast it was two days before Christmas. Probably not the best timing if I wanted people to listen to the podcast. That's why I'm re-releasing this conversation with Judd Arnold today. If you like crazy finance

Doug Ramshaw: How To Build A Mine That Makes Money

May 10th, 2024 1h 28m

I'm stoked to bring you my conversation with Doug Ramshaw, CEO of Minera Alamos $MAI.V. PLEASE NOTE: I AM NOT A SHAREHOLDER OF MAI.V AS OF THIS RECORDING. I DO NOT PLAN TO OWN SHARES FOR AT LEAST TWO WEEKS AFTER THIS PODCAST IS RELEASED AS I'M

[REPLAY] Carvana $CVNA: Will It Survive? (July 2022)

May 3rd, 2024 1h 34m

What better time to replay my 2022 Twitter Spaces on Carvana (CVNA) and its ability to survive a potential bankruptcy than this week? If you haven't heard, CVNA has ripped over the past two years, rising from a low of ~$4/share to over $100/sh

@RagingBullCap: BQE Water $BQE.V Deep Dive

Apr 26th, 2024 1h 8m

I'm excited to share my conversation with Raging Bull Cap on BQE Water $BQE.V. DISCLAIMER: I DO NOT OWN SHARES IN $BQE AS OF THE DATE OF THIS PODCAST OR AT ANY POINT BEFORE THE PODCAST. THAT COULD CHANGE IN THE FUTURE AND I WILL PROBABLY BUY S

@Erik_YWR: A Crash Course on Inflation

Apr 19th, 2024 59m 39s

I'm excited to share my conversation with @Erik_YWR. Erik runs the fantastic Substack YWR.world. This conversation covers all things inflation. We discuss the main drivers of inflation/deflation, what has happened over the past 20 years in the

[REPLAY] Calvin Froedge: An Unconventional Path To Common Sense Investing

Apr 12th, 2024 1h 18m

I'm stoked to share my conversation with Calvin Froedge. Calvin has one of the most unique investing backgrounds I've encountered in four years of the podcast. He didn't graduate high school. Instead, he spent his late teen years working for hi

Q4 2023 Investor Audibles: Greenhaven Road Capital, GreenWood Investors, Silver Beech Capital

Apr 5th, 2024 59m 41s

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds:Greenhaven RoadGreenWood InvestorsSilver Beech CapitalPlease let me know what other letters you'd want to hear on future I

David Bastian: GEN Restaurant Group (GENK), Coal, and Retailers

Mar 29th, 2024 56m 46s

David Bastian of Kingdom Capital is BACK for another podcast. This time we're diving deep into GEN Restaurant Group (GENK). DISCLOSURE: I/WE AND DAVID OWN SHARES AS OF THIS PODCAST. We are free to change our minds and trade in/out of this pos

Alberto Alvarez: Uranium, Ero Copper, and PGMs

Mar 22nd, 2024 1h 13m

Alberto is one of the most underfollowed accounts on Twitter/X. He provides tremendous value for generalist investors willing to hunt in commodity markets. This week, Alberto dove deep into uranium assets, Ero Copper, and the bull case for Pla

Q4 2023 Investor Audibles: SaltLight Capital, Cedar Creek Partners, Legacy Ridge Capital

Mar 15th, 2024 50m 51s

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds:SaltLight CapitalCedar Creek PartnersLegacy Ridge CapitalPlease let me know what other letters you'd want to hear on futur

Auke Hoekstra: The Bull Case For Renewables

Mar 8th, 2024 1h 28m

I loved this conversation for a few reasons. One, Auke is an incredibly smart person. You'll pick that up quickly. Two, I don't agree with everything Auke believes, which makes for a fascinating conversation. Auke is a staunch renewable energy

Left Field Investing: Acne, Fungus, and Prison Stocks

Mar 1st, 2024 1h 3m

I'm excited to share my conversation with Left Field Investing. Left Field is quickly becoming one of my favorite Substack research accounts. He has a knack for finding off-the-beaten-path small-to-micro cap ideas that nobody else is writing a

John Swallow: Building A Different Mining Company (Idaho Strategic)

Feb 23rd, 2024 1h 15m

I'm very excited to share my conversation with John Swallow, CEO of Idaho Strategic Resources (IDR). IDR is a small cap gold producer that does things differently. They generate cash flow. Then use that cash flow to explore their massive land

Ernest Scheyder: The War Below (Lithium, Copper, and Critical Minerals)

Feb 16th, 2024 1h 16m

I'm excited to share my conversation with Ernset Scheyder. Ernest is a writer for Reuters and recently authored the book "The War Below: Lithium, Copper, And The Global Battle To Power Our Lives." I just got my copy in the mail and can't wait

Aaron Edelheit: Dumpster Diving in Cannabis

Feb 9th, 2024 1h 10m

I hope you guys enjoy my podcast with Aaron Edelheit on the Cannabis industry. I had Aaron on the podcast two years ago to dive deep into the cannabis space. Since then, the industry has done nothing but incinerate investor capital.And that

Rebecca Hunter: Life As A Uranium Explorer

Feb 2nd, 2024 57m 32s

Please enjoy my conversation with Rebecca Hunter, VP of Exploration at Forum Energy Metals $FMC.V. Rebecca has spent her life exploring the world for commodities, specifically uranium. This week, we get a boots-on-the-ground view of what it's

Peter Pham: Inversion Investing

Jan 26th, 2024 1h 53m

I hope you enjoy this podcast with Peter Pham of Inversion Investor. Peter is one of the most unique investors I've come across. The way he thinks about the world, markets, trades, and wisdom is unlike anything I've seen before in finance. Th

Q4 2023 Investor Audibles: PFH Capital, Sohra Peak Capital, Old West Management

Jan 19th, 2024 45m 54s

This week we're continuing our Investor Audibles series with Q4 2023 letters from the following investors/funds:⁠PFH CapitalSohra Peak CapitalOld West Asset ManagementPlease let me know what other letters you'd want to hear on future