Robert Sinn, (aka Goldfinger on CEO.ca and CeoTechnican on X) and publisher of Goldfinger Capital on YouTube and Substack, joins me to share his outlook on gold, silver, copper, uranium, and their related resource stocks.  We start off discussing the moves higher we’ve seen in September and October where we hit the “whiskey bottle pouring into the shot glass” phased of interest in the metals and many mining stocks, but outlined that while sentiment is bullish, it is still far from euphoric.

This is a longer-format conversation with Robert that really covers a lot of ground on different stages of mining stocks from the producers margins, to merger and acquisition strategies around developers, and then the strategic stakeholding positions that the larger companies are taking in earlier stage explorers.  We get in macroeconomic thought leaders like Paul Tudor Jones getting more supportive of commodities and precious metals, as a good signal, but point out that most generalists are still not even paying attention.  We also review all the news from big tech companies positioning in nuclear power as a megatrend supporting a rebound in the uranium equities.

This is a nuanced discussion that digs into a number of case studies and examples of various resource stocks including: Newmont Mining, Barrick Gold, Agnico Eagle, Alamos Gold, IAMGOLD, Wesdome, Gold Fields/Osisko Mining, Calibre/Marathon, NextGold/Signal Gold combining, Stellar Gold (w/ Nighthawk & Moneta combining), Integra Resources (rolling up Millennial PMs & Florida Canyon Gold), Hercules Silver, Talon Metals, Cameco Corp, and more.

Wrapping up we share our key takeaways from the Commodities Global Expo conference this week in Fort Lauderdale, Florida; including a gauge of investor sentiment in the sector, and why there is likely much further to run in the developing commodities bull market. 

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