TKR023 | Part 1 - Bre-X, CEOs and Mining: Lessons Learned with Warren Irwin on The Kinvestor Report

Arlen is joined by Warren Irwin, Founder, President & Chief Investment Officer of Rosseau Asset Management, a Toronto-based hedge fund specializing in natural resources. In Part 1 of this special 2-part episode of The Kinvestor Report, Arlen and Warren discuss Warren’s experience over the last 30 years in the mining industry including his experience with Bre-X and the lessons learned, mining CEOs, capital flows from tech and mining, and also shares some of his favourite names in the nickel, met coal, and big mining spaces. Stay tuned for the Part 2 next week as they discuss #uranium, #gold, and a whole lot more! Don't miss out on the latest episodes of The Kinvestor Report. If you liked this video, make sure to subscribe to our channel, hit the notification bell, and join our community of like-minded investors.  Follow Arlen on Twitter: https://x.com/ArlenHansen Follow Kin on Twitter: https://x.com/kincomm Subscribe to #Kinvestor on YouTube: youtube.com/@kinvestornetwork/ Visit our Website: https://kinvestor.net/ Follow Warren on X: https://x.com/ItsWarrenIrwin Website: https://www.rosseau.com Warren on BBC Bre-X Podcast: https://www.bbc.co.uk/programmes/w13xtvt4/episodes/downloads Sections 00:00 Intro 02:35 Bre-X 05:20 Lessons from Bre-X 09:19 Mining CEO lies 12:46 The lifestyle CEO 16:19 Is Michael de Guzman alive? 17:39 Capital flow: tech vs mining 20:45 Cheap nickel stock 23:18 Mining sectors ripe for M&A 24:29 Metallurgical coal stocks 26:03 Big mining (BHP, Barrick & more) 28:09 Uranium bears? To be continued... Disclaimer: The information provided in this video is for educational purposes only and should not be considered as investment advice. Always do your own research and consult with a qualified financial advisor before making investment decisions. The views, opinions, and statements expressed by guests or participants in this video on this channel are their own and do not necessarily reflect the official stance, policies, or position of Kinvestor, Kin Communications, or its principals and employees. We encourage viewers to engage critically and thoughtfully with the content presented.