Tracking down the biggest investment opportunities in metals and mining.
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RI Podcast EP 62 - Mark Cutifani, Vale Base Metals
1:47:51
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SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.comMark Cutifani has spent over 40 years in the mining industry, rising from a cadet in a coal mine to one of the most respected leaders in global mining.As the former CEO of Anglo American and now Chairman of Vale Base Metals, Mark has seen it all.In this candid conversation, we dive into hi…
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RI Podcast EP 61 - John Harpole, Mercator Energy
1:16:03
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SIGN UP TO MY FREE EMAIL NEWSLETTER: resourceinsider.comJohn Harpole has spent over 40 years moving billions of cubic feet of natural gas across America.He is the Founder and President of Mercator Energy, a company that brokers natural gas for producers and end-users in the western United States.Today, Mercator manages over a billion cubic feet of …
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RI Podcast EP 60 - Oskar Lewnowski, Orion Resource Partners
1:17:55
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SIGN UP TO MY FREE EMAIL NEWSLETTER: www.resourceinsider.comThis is the first long form interview with the man who built the world’s largest mining private equity firm: Oskar Lewnowski. Over the last decade, Orion Resource Partners has gone from startup financier to the world’s dominant mining investment firm. There is very little information about…
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RI Podcast EP 59 - Mike Hood, JDS Mining
1:01:01
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Every now and then on the Ri Podcast I have a guest that gets me a little bit star struck. I think to myself, this is not a person I thought I’d have the chance to sit down with for a 60-min conversation. That's where I am today with Mike Hood. Until 2018 Mike was the Commander of the Royal Canadian Air Force. He’s advised Prime Ministers, lead eng…
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RI Podcast EP 58 - JONATHAN AWDE, Dakota Gold Corp.
1:02:36
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Jamie Keech is joined by mining entrepreneur and Dakota Gold President & CEO Jonathan Awde. Previously Jon successfully built and sold Gold Standard Ventures, and has partnered with mining titan Robert Quartermain to build Dakota Gold. Jon has strong opinions of how to create value in the mining sector and challenges the space is experiencing today…
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RI Podcast EP 57 - FRED STANFORD, Rhyolite Resources
1:03:34
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Mr. Stanford is the CEO of Rhyolite Resources and an executive with 40 years of experience in the mining industry. Mr. Stanford served as President and CEO of Torex Gold Resources from 2009 to 2020, and as Executive Chairman from mid-2020 to mid-2021. He started his career at Vale Canada Limited in 1981, in 2006 he was appointed to the role of Pres…
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RI Podcast EP 52 - Adam & Jack Lundin, The Lundin Group
58:28
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***EPISODE 52*** Jack & Adam Lundin are part (½ to be exact) of the 3rd generation of mining entrepreneurs known as the “The Lundin Group”. Started by their grandfather Adolph and currently led by their father Lukas the Lundin Group is one of the most successful natural resource organizations in history. They explore, build and operate mining & ene…
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RI Podcast EP 51 - Zimi Meka, CEO, Ausenco
58:30
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***EPISODE 51*** Zimi Meka is the founder and CEO of Ausenco engineering, one of the most respected engineering and construction firms in the mining industry. Launched in Australia Ausenco has expanded around the globe and now takes on some of the most complicated project on the planet. In this conversation Jamie and Zimi discuss:- Disarming landmi…
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RI Podcast EP 50 - Dan Earle, CEO Solaris Resources
1:17:35
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***EPISODE 50*** Dan Earle is the CEO of Solaris Resources a copper/gold exploration company focused on Ecuador and the Americas. Prior to joining Solaris Dan spent more than a decade at TD Bank as was one of the most respected analysts in the mining sector. In this conversation Dan and Jamie discuss:- Why he left a stable lucrative career to run a…
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RI Podcast EP 49 - Jeff Stibbard, Founder & CEO, JDS Energy & Mining
1:22:18
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***EPISODE 49*** Jeff Stibbard is the founder and CEO of JDS Energy & Mining. He is a mining engineer with over 30 years of experience in mine design, construction and operations. JDS is a mid-tier mine evaluation, design, construction and operating company with several related surrogates, employing in excess of 150 professionals. In this conversat…
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RI Podcast EP 48 - Alex Tsukernick, President & CEO; Nova Royalty
49:30
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www.resourceinsider.com***EPISODE 48*** Alex Tsukernik is the co-founder and CEO of Nova Royalty and a former investment banker. Most royalty companies that are focused on precious metals, where as Nova is all about copper.In this interview Alex:- Tells us why he bet early on the coming energy revolution;- Explains how current global remind him of …
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RI Podcast EP 47 - Walter Coles, Skeena Resources
1:06:03
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www.resource-insider.com***EPISODE 47*** In this episode, Jamie sits down with Walter Coles the CEO of Skeena Resources. Jamie and Walt discuss in depth the long road to Skeena's success, what it takes to discover and build a world class mine and the inevitable ups and downs along the way. Mining is a tough business's and Walt is unusually candid r…
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RI Podcast EP 46 - Peter Bell & Mark O’Dea, Northwest Copper
1:00:30
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www.resource-insider.com***EPISODE 46*** In this episode, Jamie sits down with Peter Bell, President & CEO, and Mark O'Dea, Chairman, of Northwest Copper.Mark is the founder and Chairman of Oxygen Capital, to learn more about that and his background check out RI Podcast EP 21: https://soundcloud.com/resource-insider-podcast/episode-021-mark-odea-ox…
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RI Podcast EP 45 - Stephen Stewart, The Ore Group
1:01:26
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www.resource-insider.com***EPISODE 45*** In this episode, Jamie sits down with Stephen Stewart, Chairman of The Ore Group. During this far ranging conversation Jamie and Stephen dive into a range of topics including: - What's in the Ore Groups portfolio? - When should companies buy ounces in the ground vs. spending money exploring? - The opportunit…
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RI Podcast EP 44 - Mike Allen, Northern Vertex Mining
44:20
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www.resource-insider.com***EPISODE 44*** In this episode, Jamie sits down with Mike Allen, President of Northern Vertex Mining. They discuss the evolution of Northern Vertex Mining, its recent acquisition of Eclipse Gold Corp, and the future of gold mining and discovery in the Western United States. ***Follow Resource Insider*** iTunes: https://pod…
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RI Podcast EP43 - Mathias Maurer & Simon Tobler, Torck Capital
51:07
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In this episode, Jamie sits down with Mathias Maurer and Simon Tobler, founders of Torck Capital. Mathias and Simon closed their cryptocurrency fund in 2020 and have shifted their focus to natural resources, specifically mining. In the first half of the conversation, they dive into crypto, NFTs, and where they see these alternative markets going in…
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RI Podcast EP42 - Owen Hegarty, EMR Capital
1:02:01
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www.resource-insider.com ***EPISODE 42*** In this episode Jamie Keech sits down with Owen Hegarty, the Founder & Executive Chairman of EMR Capital (a multi-billion dollar mining private equity firm).In this conversation Jamie and Owen discuss:- Owen's career from his early days at Rio Tinto.- Growing Oxiana Ltd. from junior explorer to multi-billio…
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RI Podcast EP39 - Rick Clark, MONTAGE GOLD & ORCA GOLD
1:20:04
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www.resource-insider.com ***EPISODE 39*** Rick Clark is a long time mining executive with the Lundin group of companies. He was the CEO of Red Back Mining which sold to Kinross Gold for $7,000,000,000.Today Rick is the Chairman of Montage Gold and the CEO of Orca Gold, where he is focused on unlocking potential in the Cote d'Ivoire and Sudan. In th…
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RI Podcast EP38 - Cherie Leeden, Gold Bull Resources
51:50
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www.resource-insider.com ***EPISODE 38*** Cherie Leeden is the CEO of Gold Bull Resources, a Nevada focused exploration company focused on epithermal gold deposits. In this conversation Cherie and Jamie discuss how her experience as an Australia explorer, focused on "under cover" exploration, has given her a significant advantage when exploring pro…
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RI Podcast EP37 - Steve Zuker & Ken Balleweg, Pucara Gold
38:10
38:10
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www.resource-insider.comIf you are a mining investor you need to know about Pucara Gold. In this podcast, I interview Steve Zuker, CEO, and Ken Balleweg, VP Exploration, of Pucara Gold. Steve is a geologist with over 30 years of experience in economic geology and exploration in Asia, and North and South America. His last 22 years have been focused …
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RI Podcast EP36 - Chad Peters, Ridgeline Minerals
38:40
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www.resource-insider.com ***EPISODE 36*** Chad is a professional geologist with and the founder of Ridgeline Minerals. A gold exploration company focused on Nevada. Chad started the company out of his garage and worked for over a year without a salary. In this podcast Jamie and Chad discuss his background of discovery in Nevada, what Ridgeline does…
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RI Podcast EP35 - Francis MacDonald, Kenorland Minerals
1:13:13
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www.resource-insider.com ***EPISODE 35*** Francis is the EVP of Exploration at Kenorland Minerals, a prospect generator that recently made a significant gold discovery in Quebec Canada. In this conversation Francis and Jamie discuss: how gold discoveries are made, what constitutes a discovery, and where geologists need to start looking for the futu…
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RI QUARANTINED EP24 – Jack Lundin, CEO Bluestone Resources
26:49
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www.resource-insider.com ***EPISODE 24*** Jack Lundin is the CEO of Bluestone Resources. He's a trained a mining engineer who cut his teeth at Lundin Gold's FDN Project in Ecuador, he's also the son of mining magnate Lukas Lundin. In this conversation, Jack and Jamie discuss Jack's first CEO role, what prepared him for it, and why he chose Blueston…
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RI QUARANTINED EP23 - James Withall, CEO Rupert Resources
45:05
45:05
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www.resource-insider.com***EPISODE 23***James Withall is the CEO of Rupert Resources. He's also a geologist, investor and ex-fund manager. In this conversation James and Jamie discuss where the junior mining industry gets it wrong, how to run an exploration company like a hedge fund, how to allocate capital effectively, and why Rupert Resources rep…
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RI QUARANTINED EP22 - Adrian Day, Adrian Day Asset Management
48:19
48:19
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www.resource-insider.com***EPISODE 22***Adrian Day is a generalist asset manager with a long-term value approach to allocating capital. In this episode, Jamie and Adrian talk about why Adrian sees more value in gold equities than any other asset class. In this discussion, they discuss about how Adrian's investment philosophy has evolved over the la…
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RI QUARANTINED EP20 - Paul Matysek, GOLDX
30:23
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www.resource-insider.com***EPISODE 20***Paul Matysek is the CEO and Chairman of GOLDX Mining.In this episode Paul and Jamie discuss building shareholder value by aligning interests. Paul has built and sold 5 mining companies throughout his career, and created more than $2 billion worth of shareholder value. In this episode Paul elaborates on the cu…
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RI QUARANTINED EP19 - Craig Parry, Chairman Vizsla & CEO IsoEnergy
30:29
30:29
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www.resource-insider.com***EPISODE 19***Craig Parry is the Chairman of Vizsla Resources and Skeena Resources, a Partner at mining PE Firm EMR Capital, and the CEO of IsoEnergy. In this conversation, Jamie & Craig discuss the impacts of Covid19 on the mining industry, the role of private equity in the sector, the case for Uranium, and how Craig is a…
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RI QUARANTINED EP18 - David Garofalo, Chairman & CEO: Marshall Precious Metals Fund
24:07
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www.resource-insider.com***EPISODE 18***David Garofalo is the Chairman and CEO of the Marshall Precious Metals Fund. Many of you may recognize David from his previous roles as CFO: Agnico Eagle Mines, CEO: Hudbay, or CEO: Goldcorp. In this conversation, Jamie & David talk about the impacts of COVID19, the challenges it presents to operating mines, …
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RI QUARANTINED EP17 - Nolan Watson, President & CEO: Sandstorm Gold
22:50
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www.resource-insider.com***EPISODE 17***Nolan Watson is the President and CEO of Sandstorm Gold, a Vancouver based streaming and royalty company. In this conversation, Jamie & Nolan discuss the impacts of COVID19 on royalty companies, how Nolan is managing his own portfolio, which of his competitors he's buying, why he's bullish on base metals in t…
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RI QUARANTINED EP16 - Willem Middelkoop, Founder & CIO: Commodity Discovery Fund
26:17
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www.resource-insider.com***EPISODE 16***Willem Middelkoop (Twitter: @wmiddelkoop) is the founder and CIO of the Commodity Discovery Fund. Willem focuses his investments on exploration-stage projects working to make tier one discoveries. Willem has published 8 books focusing on macroeconomics, energy, geopolitics, and markets.In this conversation, J…
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RI QUARANTINED EP15 - John Budreski, Chairman EnWave Corp. & Morien Resources
29:20
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www.resource-insider.com***EPISODE 15***John Budreski is Canadian finance professional with decades of experience in investment banking and corporate leadership. Today he leads to companies and sits on the board of several others including Sandstorm Gold. In this conversation John & Jamie discuss his experience building and leading several investme…
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RI QUARANTINED EP14 - Mike Konnert, CEO Vizsla Resources
24:01
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www.resource-insider.com***EPISODE 14***Mike Konnert is the Founder & CEO of Vizsla Resources a successful silver exploration company focused on discovery and resource expansion in Sinaloa Mexico. In this interview Jamie & Mike discuss the opportunity facing new investors entering the space, why precious metals are set to run, and why millennial mo…
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RI QUARANTINED EP13 - Why You Need to Own Gold; Tavi Costa from Crescat Capital
33:24
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www.resource-insider.com***EPISODE 13***Tavi Costa (Twitter: @TaviCosta) is a macro focused portfolio manager at Crescat Capital. Tavi built the macro model his firm lies upon to identifies the current stage of the US economic cycle. His research has been featured in Bloomberg, The Wall Street Journal, CNN, Financial Post, The Globe and Mail, Real …
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QUARANTINED EP12 - Talking Uranium with Mike Alkin & Tim Chilleri
26:05
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www.resource-insider.com***EPISODE 12***Mike Alkin is the founder and CIO of Sachem Cove Partners a Uranium focused investment partnership. Tim Chilleri is his head analyst. In this conversation Mike/Tim & Jamie discuss the current asymmetric trade in the Uranium sector, the coming supply crunch, and why so many market participants have their head …
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Episode 34: Scott Lapierre of PCORE Exploration
53:24
53:24
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Scott Lapierre has spent the last 25 years working in the oil industry as a petrophysicist. He worked for Halliburton, ConocoPhillips, and Pioneer Natural Resources before going on to start his own E&P Company, PCORE Exploration. PCORE raised $100 million in private equity from Natural Gas Partners to exploit what Scott discovered to be “the secret…
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RI QUARANTINED EP10 - Matt Geiger, MJG Capital
29:38
29:38
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www.resource-insider.com***EPISODE 10***Matt Geiger is the Founder and Managing Partner of MJG Capital, a natural resource focused investment partnership.In this conversation Jamie and Matt discuss the similarities/differences between resource investing and tech investing, current market volatility and the impact on the gold space, and how Matt is …
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RI QUARANTINED EP09 - Brent Johnson, Santiago Capital
33:23
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www.resource-insider.com***EPISODE 09***Brent Johnson is a professional investors and macro-economic thinker. Brent is the CEO of Santiago Capital, a wealth management firm focused on helping clients benefit from, what Brent believes, will be a massive run in the US dollar. In this conversation Brent makes the macro case for the US economy, and US …
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RI QUARANTINED EP08 - Trevor Hall, Mining Stock Daily
29:27
29:27
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www.resource-insider.com***EPISODE 08***Trevor Hall is the host/creator of the excellent mining podcast "Mining Stock Daily" a show that seeks to educate investors about what the hell is going on in the mining sector. Trevor's had Jamie on his show several times, and today Jamie got to return the favour. In this episode Trevor and Jamie talk about …
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RI QUARANTINED EP07 - Rob McEwen, McEwen Mining
23:44
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www.resource-insider.com***EPISODE 07***Rob McEwen is the Founder and former Chairman/CEO of Goldcorp, the Founder & current Chairman of McEwen Mining and a legend in the gold space.Rob and Jamie discuss challenges facing mining companies around the world, the unique opportunity for resource investors, political reactions to the Coronavirus, and wh…
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RI QUARANTINED EP06 - Ross Beaty, Equinox Gold
25:05
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***EPISODE 06***Ross Beaty is the Chairman of Equinox Gold and Pan American Silver. Jamie and Ross discuss the challenges facing producing miners during the Covid-19 crisis, the case for owning gold equities, and why Ross is steering clear of oil & gas stocks. ***RI QUARANTINED***A special addition of the RI Podcast where Jamie interviews the minin…
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RI QUARANTINED EP05 - Genevieve Roch-Decter, Grit Capital
23:29
23:29
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www.resource-insider.com***EPISODE 05***Genevieve Roch-Decter is the Co-Founder and CEO of Grit Capital. In this conversation Jamie and Genevieve discuss the transition of traditional sources of venture capital to online platforms, why social media marketing is essential for Canadian capital markets, and why time in the market trumps market timing.…
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RI QUARANTINED EP04 - Warren Irwin, Rosseau Asset Management
28:12
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www.resource-insider.com***EPISODE 04***Warren Irwin talks Covid-19, China's speedy recovery, what's going on in the markets, and what investors can expect in North America and Europe over the coming months. Warren is one of the most respected voices in the natural resource sector and offers great advice and perspective for investors in a challengi…
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RI QUARANTINED EP03 - Marcel de Groot, Pathway Capital
21:21
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www.resource-insider.com***RI QUARANTINED***A special addition of the RI Podcast where Jamie interviews the mining industry's top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely.***EPISODE 03***Marcel d…
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RI QUARANTINED EP02 - Rick Rule, Sprott Inc.
27:04
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www.resource-insider.com***RI QUARANTINED***A special addition of the RI Podcast where Jamie interviews the mining industry's top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, all interviews are conducted remotely.***EPISODE 02***Rick Rul…
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RI QUARANTINED EP01 - George Salamis, Integra Resources
17:47
17:47
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*** RI QUARANTINED***A special addition of the RI Podcast where Jamie interviews the mining industry's top leaders and investors about the effects of the Coronavirus on the resource industry and capital markets. Jamie is currently quarantined at home in Vancouver, so all interviews are conducted remotely.***EPISODE 01***George Salamis CEO of Integr…
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Episode 33: Frank Giustra & Fiore Group
1:19:27
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Frank Giustra is one of the most successful financiers, entrepreneurs, and philanthropists on the planet.He’s widely known as a Canadian mining mogul and for his philanthropic efforts alongside former US President Bill Clinton - however, this barely begins to scratch the surface of his endeavors.By Resource Insider Podcast
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Greg Smith is the President of Equinox Gold, a mid-tier Canadian gold producer led by Chairman Ross Beaty. Greg started his career as an accountant but quickly moved into a management position in the mining division of KPMG. From here, he moved on to a managerial position at Goldcorp before progressing to the executive suite at Minefinders as CFO.…
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Episode 30: RJ Lyons: Everything you Need to Know about Shipping
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RJ Lyons is the President & CEO of Mjolner Shipping, focusing their operations on crude oil and refined products. RJ started working in the shipping industry after graduating from the US Merchant Marine Academy where he gained his ship officer’s license. From here, RJ’s career moved forward exposing him to nearly every aspect of the physical tradin…
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Episode 029: Doug Silver: The Evolution of Mining Finance
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Doug Silver is a portfolio manager at Orion Resource Partners, an alternative investment management firm with $6 billion in assets under managements. Before Doug’s role at Orion, he built and sold two royalty companies. One of them, International Royalty Corporation (IRC), he sold to Royal Gold for $745 million. Doug is now a member of the mining h…
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Episode 028: Mickey Fulp the Mercenary Geologist
1:09:10
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We talk with the mercenary geologist, Mickey Fulp, and discover many lessons to be learned from his past, insights he's gained from his extensive experience in the mining industry, and valuable investment advice retail investors at home will find infinitely useful.By Resource Insider Podcast
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