‘Tectonic shift’ as portfolio allocations increase gold exposure, ft Canaccord’s Currie episode artwork

EPISODE · Sep 23, 2025 · 1H 21M

‘Tectonic shift’ as portfolio allocations increase gold exposure, ft Canaccord’s Currie

from The Northern Miner Podcast · host The Northern Miner

This week’s episode features Canaccord Genuity senior investment advisor Cam Currie in conversation with host Adrian Pocobelli on gold and silver stocks, the bond market, the dollar, and industrial metals. Currie explains why he believes gold stocks are set to continue performing, and why equities offer better opportunities than the metals themselves. He also shares his outlook on silver, copper, and lithium, and highlights why some of the greatest opportunities often lie in overlooked markets.All this and more with host Adrian Pocobelli.This week’s Spotlight features Major Drilling Chief Technology Officer Marc Landry and GeoSolutions Services Manager Patricia Frisch, who discuss the company’s latest developments, including the Rock5 real-time data platform for senior mining clients, as well as collaborations with DGI Geoscience and KORE Geosystems. To learn more, visit: majordrilling.com.“Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠).Licensed under Creative Commons: By Attribution 4.0 License⁠creativecommons.org/licenses/by/4.0⁠Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠Soundcloud:⁠ https://soundcloud.com/northern-miner

Episode metadata supplied by the publisher feed · Published Sep 23, 2025

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‘Tectonic shift’ as portfolio allocations increase gold exposure, ft Canaccord’s Currie

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