PODCAST · business
JuniorMining.gold
by JuniorMining.gold
JuniorMining.gold podcast is published by JuniorMining.gold - a technology platform, an investor hub, and a research team focused on our mission: to empower the modern junior mining investor by transforming raw, fragmented data into actionable intelligence, fostering a community built on shared knowledge and technological rigor. The podcast is an extension of our research and writing. The episodes cover projects, companies, educational material, and investment decisions we are making. At JuniorMining.gold, we are dedicated to empowering the modern junior mining investor—savvy individuals and professionals who navigate the high-stakes world of exploration-stage c
Episodes
-
A River of Gold and a Month of Data - Episode 14
A river of gold in Ontario, a maiden resource in British Columbia, and a month of mining milestones. Dusty Nugget examines three recent pieces of work from JuniorMining.gold. At Inventus Mining’s Pardo project, we explain what drilling and bulk samples validate—and the unproven continuity...
-
Remonetization Meets the Drill Bit - JuniorMining.gold - Episode 13
The global macroeconomic architecture is currently undergoing a profound structural realignment, characterized by the explicit re-emergence of gold as a foundational monetary reserve asset. For decades following the permanent closure of the gold window in 1971, the prevailing economic consensus...
-
The Power Law Portfolio - JuniorMining.gold - Episode 12
An equal-weight portfolio of last year’s featured companies gained approximately 40% in 2026—but most of that return came from a handful of stocks. Junior mining watchlists are easy to publish and rarely revisited. The more useful exercise is to return later and ask what actually happened. Did...
-
Quantum Batteries Meet the Indium Wall - JuniorMining.gold - Episode 11
Quantum battery paper shows superextensive power scaling – but the ITO layer’s indium is the real bottleneck. We map the zinc-indium supply chain, Korea Zinc/Teck moves, and the US junior with America’s largest indium resource. Junior Mining Gold — Mine Data. Find Your Edge. Achieve Alpha.…
more -
Better than VC - JuniorMining.gold - Episode 10
What if the greatest power-law investment game on earth has been running in public markets for decades — and nobody told you? Episode Ten of Junior Mining Gold opens with a number: 1,082%. That's not a stock. That's a portfolio XIRR across 338 investments. And it frames everything that follows....
-
How Eric Sprott Invests - JuniorMining.gold - Episode 9
What happens when the silver market stops being priced by belief… and starts being priced by delivery? In this episode of Junior Mining Gold, we break down the growing case for a “physical-first” silver regime — and why recent rule changes by the Securities and Exchange Board of India could...
-
China's Antimony Ban: Hunting for Unicorns
In December 2024, China pulled a lever that exposed one of America’s most dangerous supply chain vulnerabilities—and almost no one noticed. Antimony, a critical metal essential for ammunition, batteries, flame retardants, and defense systems, suddenly became restricted. The United States produces...
-
The Elite 11: Emerging Producers (2026–2029)
Across mining cycles, the most explosive value creation occurs not at discovery—but at the moment a project crosses the threshold into production. This is the inflection point when geological promise becomes industrial reality. The following eleven companies represent that exact transition: fully...
-
Copper's Coming Chokehold - Episode 6
Copper is becoming the quiet choke point of the modern economy. Electric vehicles, renewable grids, AI data centers, and defense systems are all converging on one metal—and the world isn’t producing it fast enough. New mines take decades to permit. Ore grades are falling. Processing is…
more -
The Mill That Time Forgot: Restarting Gold’s Sleeping Giant - Episode 5
In junior mining, most "failures" aren't bad rocks—they're mistimed assets crushed by debt and weak cycles. Dusty Nugget uncovers a fully permitted gold mill—8,000+ m² of infrastructure, proven flowsheet, expansion-ready to 1,800 tpd—that went bankrupt not because it couldn't produce, but because...
-
Rocks Don't Discover Mines -- People Do - JuniorMining.gold - Episode 4
Most investors obsess over drill results. The best outcomes in junior mining are decided long before the assays come back. In this episode of JuniorMining.gold, host Dusty Nuggets breaks down the most mispriced factor in the junior resource sector: the exploration team itself. Not the press...
-
Junior Mining Gold - Episode 3 - The Scarce Asset No One Talks About
Everyone in gold investing thinks they know what the scarce asset is: ounces, grade, or jurisdiction. But since about 2018, the real bottleneck in North American gold has quietly shifted. It isn’t geology—it’s permission. In this episode of Dusty Nuggets by JuniorMining.gold, we break down how…
more -
Junior Mining Gold - Episode 2 - Built to Survive: A Tale of Two Junior Miners
In this episode of Junior Mining Gold, Dusty Nugget walks through a real-time investor decision: two junior miners he owns, two very different trajectories, and one hard question—if you could only back one structure (not one stock), which company survives the next five years? Dusty breaks down…
more -
Marmota’s Gold Rush Gambit: Digging for Glory in the Aussie Outback
Most people think mining is about finding gold. It isn’t. Gold is easy to find. The hard part—the part that actually makes money—is extracting it cheaply, consistently, and at scale. In the debut episode of Junior Mining Gold, host Dusty Nugget takes a long, unsentimental walk through Marmota’s...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
JuniorMining.gold podcast is published by JuniorMining.gold - a technology platform, an investor hub, and a research team focused on our mission: to empower the modern junior mining investor by transforming raw, fragmented data into actionable intelligence, fostering a community built on shared knowledge and technological rigor.
The podcast is an extension of our research and writing. The episodes cover projects, companies, educational material, and investment decisions we are making.
At JuniorMining.gold, we are dedicated to empowering the modern junior mining investor—savvy individuals and professionals who navigate the high-stakes world of exploration-stage c
HOSTED BY
JuniorMining.gold
Loading similar podcasts...