EPISODE · Mar 29, 2026 · 46 MIN
Junior Mining Volatility, Opportunity Cost, Overthink & ‘It’s Cheap Enough’ - Powers & Leni Discuss
from Mining Stock Education · host Bill Powers
In this month’s Junior Mining Insights discussion, Bill Powers and Brian Leni discuss the topics of recent junior mining volatility, opportunity cost, overthinking and “it’s cheap enough.” The duo shares their investment psychology, observations of sector participants, first-hand experience, and real-life stories from their own lives and portfolios. Bill and Brian also reveal a few books that they have recently read. 00:00 Intro 00:22 Portfolio volatility 02:14 Handling Big Drawdowns 05:24 Signal Versus Noise 09:01 Bias and Vetting Ideas 11:15 Overthinking Pitfalls 17:11 Process Builds Confidence 19:32 Portfolio Allocation and Greed 21:37 Cash Flow and Real Assets 23:54 Opportunity Cost and Priorities 27:19 Books and Uruguay Trip 36:43 Cheap Enough and Valuation 40:49 Luck Versus Skill in Wins Brian’s website: https://www.juniorstockreview.com/ Brian’s YT: https://www.youtube.com/@FIELD_NOTES Bill’s Twitter: https://x.com/MiningStockEdu Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Bill and Brian and not licensed financial advisors. Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
What this episode covers
In this month’s Junior Mining Insights discussion, Bill Powers and Brian Leni discuss the topics of recent junior mining volatility, opportunity cost, overthinking and “it’s cheap enough.” The duo shares their investment psychology, observations of sector participants, first-hand experience, and real-life stories from their own lives and portfolios. Bill and Brian also reveal a few books that they have recently read. 00:00 Intro 00:22 Portfolio volatility 02:14 Handling Big Drawdowns 05:24 Signal Versus Noise 09:01 Bias and Vetting Ideas 11:15 Overthinking Pitfalls 17:11 Process Builds Confidence 19:32 Portfolio Allocation and Greed 21:37 Cash Flow and Real Assets 23:54 Opportunity Cost and Priorities 27:19 Books and Uruguay Trip 36:43 Cheap Enough and Valuation 40:49 Luck Versus Skill in Wins Brian’s website: https://www.juniorstockreview.com/ Brian’s YT: https://www.youtube.com/@FIELD_NOTES Bill’s Twitter: https://x.com/MiningStockEdu Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Bill and Brian and not licensed financial advisors. Mining Stock Education offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/
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Junior Mining Volatility, Opportunity Cost, Overthink & ‘It’s Cheap Enough’ - Powers & Leni Discuss
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