market news

Steve Hanke Warns: $7,000 Gold, Oil Shock, Inflation Surge

April 18, 2026

Mark interviewed Steve Hanke, a Johns Hopkins applied economics professor and former Reagan economic adviser across three big interconnected themes: the Iran ceasefire and what it means for energy markets and the Strait of Hormuz, whether a full-blown commodity super cycle is now underway, and how central banks should be thinking about inflation in all of this. At the end Steve was asked to make one portfolio move with $100k.

Does Geophysics Really Lead to Copper-Gold Discoveries?

April 18, 2026

Kingfisher Metals is a copper-gold exploration company with two main land packages in BC’s Golden Triangle: the 933 km² HWY 37 Project and the 202 km² Forrest Kerr Project. The focus is copper-gold porphyry, with an overlying epithermal gold-silver system also in play. This interview covered the 2026 drill program strategy, the interpretation of recent geophysical results at the Hank target, the company’s C$30M financing that closed in early March 2026, and upcoming catalysts.

Can 40,000m of Drilling Turn a Big Copper Deposit Into a Mine?

April 18, 2026

Pecoy Copper is advancing the Pecoy copper-gold-molybdenum-silver project in the Arequipa region of southern Peru, with an inferred resource of 865 million tonnes at 0.34% Cu, sitting at roughly 1,650 metres elevation, about 80 km from the Pacific coast. They also hold the Tororume project, a separate copper-porphyry target about 8 km away. This interview was a deep technical dive into the deposit geology, current drilling results, the case for a higher-grade internal core, and an update on money and near-term plans.

Can 1 Explorer Really Advance 19 Projects?

April 18, 2026

Yukon Metals is a Yukon-based exploration company with a portfolio of 19 projects, covering copper, gold, silver, tungsten, lead, zinc, and other metals across the Territory. The portfolio was assembled largely by the Berdahl family, the same family behind Snowline Gold. This interview covers the company’s recently confirmed permanent CEO, Jim Coates, the upcoming 2026 drill programs at the two flagship copper-gold targets (AZ and Birch), cash position, and how they think about managing a large and diverse project portfolio on a limited budget.

Can a $300M Tungsten Company Really Build a Mine by 2027?

April 18, 2026

Allied Critical is developing two past-producing tungsten projects (Borralha and Vila Verde) in northern Portugal. The primary commodity is tungsten (wolframite/WO₃). This interview covered the recently published Preliminary Economic Assessment for Borralha, a new breccia discovery called the Venise Breccia, the status of environmental permitting, financing strategy for the build-out, and the pilot plant plans at Vila Verde.

How Can a Nevada Gold Producer Generate Sustainable Cash Flow?

April 18, 2026

Borealis Mining is a Nevada-focused gold company with three assets: the Borealis Mine (near Hawthorne, Nevada), currently in early-stage production; the Sandman gold project (Humboldt County, approximately 12 miles northwest of Winnemucca, Nevada), at the PEA stage; and the Big Balds project (early-stage exploration, adjacent to Kinross Gold’s Bald Mountain mine). This conversation covered BOGO’s Q2 financial results, the updated PEA for Sandman, early mine production progress at Borealis, and the company’s M&A strategy.

Why Lobo Tiggre Is Selling and What He May Buy in 2026

April 11, 2026

This discussion with Lobo Tiggre ranged across the oil shock tied to Middle East disruption, what that means for inflation and interest-rate expectations, why gold has been acting confused, whether uranium is actually the cleaner beneficiary of the whole mess, and why junior miners still live or die by jurisdiction and execution risk no matter how sexy the commodity headline of the week gets.

What Makes a Lithium Discovery Actually Valuable?

April 11, 2026

Killian told me that they are not treating Mirage as a finished asset at 52.2 Mt at 1.08% Li2O, they are already drilling Anatacau Main again, and they want near-term news flow from more than one front. He said that they had enough cash after the recent financing to run a multi-jurisdiction program, but the dilution risk is not gone forever, and that was discussed more in-depth in the conversation.

Quebec Explorer Discovered a New Gold System. Now What?

April 11, 2026

CEO Philippe Cloutier said they are roughly halfway through the 100,000-metre drill program. He also talked to me about the latest resource of about 3.2 million oz (when measured, indicated, and inferred are added together), as well as how they’re now trying to turn that into a better development picture through metallurgy, environmental baseline work, and internal scoping. The new angle was Hope, where Cloutier said first-pass drilling in the Pontiac sediments may point to a new (the fourth to date) mineralization style.

What Could Re-Rate a Silver Junior?

April 11, 2026

Kootenay Silver is a Mexico silver story, with Columba in Chihuahua as the growth project and La Cigarra, also in Chihuahua, as the nearer-term study asset. Promontorio and La Negra in Sonora are secondary projects. This conversation was about expanding Columba through step-out drilling, getting the La Cigarra PEA out in Q2 2026, and showing that the recent financings are meant to fund those two tracks.

How Big Does a Copper Project in Tasmania Have to be to Matter?

April 11, 2026

CopperCorp is exploring for copper, with some gold and other metals, in western Tasmania, and the main projects are Alpine Stellar in the AMC Project and Jukes, Hydes, Linda, and Jasper Hills around the Razorback property. This conversation was about the recent Alpine exploration-target work, what the Jukes drilling is actually showing, how management is ranking targets, and how they plan to pay for the next round of work.

Is This Time Different For Lithium?

April 2, 2026

In a market where lithium sentiment still swings heavily, Chris Williams of Adamas Intelligence makes a more grounded case for why the current move in lithium may have real legs. His argument is not that lithium has suddenly become a safe or tidy commodity. Quite the opposite. It remains structurally volatile. But after two-plus years of weak pricing, delayed project timelines, curtailed production, and capital starvation, Williams argues the setup now looks materially tighter than many investors appreciate.