Erik Wetterling, The Hedgeless Horseman, discusses some of the larger recent merger and acquisition deals in the higher quality projects in tier one jurisdictions, and the value arbitrage that is setting up in the high-quality development-stage companies of size and scale that are still held by juniors.

Dave Erfle, Founder and Editor of The Junior Miner Junky joins us to shares opinion on if the gold stocks are truly diverging from the…