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All Episodes

Digging Deep — 51 episodes

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Title
1

Energy markets “anticipatory, not reactive” as geopolitical risk builds | Rick Rule

2

The 'Air Pocket' Risk: How Geopolitical Tensions Are Impacting Mining Operations | Neil Adshead

3

War, Debt, and Energy Shocks Set Up Gold’s Next Move | Rick Rule

4

Mining’s Political Risk Problem Is Getting Worse | Christopher Ecclestone

5

Copper Downgrades, Gold at $5,000, and the Risks Investors Miss | Joe Mazumdar

6

Are Gold Miners Leaving Value Undisclosed? | Neil Adshead

7

Rick Rule on Debt, Inflation, and the Real Drivers of the Gold Market

8

Silver Breaks Out, Tungsten Tightens, and Juniors Run: Feneck Explains Why

9

Barrick and Newmont: A Mining Romcom | Neil Adshead

10

Government Intervention Will “Change the Game” for Western Mining

11

Trump’s Mining Revival Faces Critical Minerals Oversupply – Ecclestone

12

Trump’s Mining Push ‘Just the Tip of the Iceberg,’ Says John Feneck

13

Jeff Pontius Says Mid-Tiers Will Drive Next Wave of Gold M&A

14

Central Banks, Silver Demand, and Grasberg Mudslide Define Metals Market, says Neil Adshead

15

Developers re-rate in gold as M&A moves down the food chain, says Adshead-Bell

16

JuniorMinerJunky’s Erfle on Gold $3,700, Silver $42, and Sector Momentum

17

Silver Breaks $35! Next Stop $50 – Erfle

18

Gold Prices Cover Mining Cracks

19

$3,200 Gold: Act or Miss Out?

20

Record Profits and M&A Heat Gold Space

21

Gold Hits $3,300, and a New Global Mining Order | Christopher Ecclestone

22

Gold Is Soaring – Here’s Why This Time Is Different

23

Trade War Fallout: What Trump’s Tariffs Mean for Mining

24

Gold Fields vs. Gold Road: Australia's $2B Gold Battle

25

Gold Hits $3,000: Mining Stocks Break Out

26

What’s Next After the Gold Game-Changer Merger?

27

Gold Mining Profits Surge: Is This the Investor Payday?

28

Copper Has Broken Free From the Energy Transition Myth and Is Doing Its Own Thing

29

Trump's Mining Boom: How New Policies Could Reshape the Industry – John Feneck

30

M&A Mania: Is the Mining Industry Poised for a Wave of Deals? Nicole Adshead-Bell

31

Bumper Q3 will lure investors back to gold miners

32

'We're in a stealth bull market' - Nicole Adshead-Bell on generalists buying resource stocks

33

Gold is at an all-time high, resource stocks are jumping, so when does the market start to notice?

34

Mazumdar Goldco margins healthy, but ‘range is huge’

35

Ecclestone: ‘It is up to the investors to reinvest’

36

Copper on the cusp after $3.25 billion mega deal

37

Smart money coming into Newmont: Erfle

38

Will the gold miners embark on M&A or just do dividends? Joe Mazumdar on what to watch in Q2

39

“Ugly” financing likely in Victoria Gold’s future – Adshead-Bell

40

Looking for doubles and triples - why 20% to 30% gains aren't good enough for resource investors

41

$1.2B in financings and four bought deals show financing window open

42

The miners who are winning while gold is spiking - Joe Mazumdar warns you need to watch margins

43

Sometimes its a bolt on, sometimes it doesn't make sense - Luc ten Have on 2024's mining deals

44

M&A takes off, groupthink coming as the race for assets is on - Adhsead-Bell

45

Ecclestone: No copper shortage, but companies want giant deposits

46

Stocks moving as gold heads higher

47

Higher gold prices should trigger more M&A

48

Gold continues to break barriers - David Erfle

49

'We're not making any more money' - why gold miners are stuck despite all-time metal highs

50

Copper's looming structural shortage comes into focus, says Cupel's Nicole Adshead-Bell

51

'You could roll bowling balls down the aisle' - all-time high gold prices are not drawing investors