Category: Investing Clips

Sun Tzu and Value Shuffling to Increase Returns in a Bear

The man who predicted the dot-com crash and the 2007 housing collapse warns that the AI bubble is the biggest in American history. Billionaire investor Jeremy Grantham reveals why it will burst, the exact strategy to protect your money, and why house prices need to...

Fearing a bear market makes a lot of sense if you don’t know what you own or how cheap the sector is. If you do know those things it makes very little sense to worry about a bear market after an already large correction like...

A fresh doze of Copium

Conference Re-cap Part 1: Looking at some of the advanced explorers/developers that I met with at the Global Commodities Expo conferences. 02:16 US Gold Corp 15:13 RUA Gold 40:15 Sonoro Gold 57:33 Excellon Resources

Neil Adshead, Consultant Analyst at the Commodity Discovery Fund, joins Kitco Mining’s Digging Deep with Paul Harris to break down a week dominated by gold M&A, copper supply stress, and rising investor interest in large-scale mining stories. Recorded on May 13, 2026, the discussion covers...

The junior mining sector is undergoing a fundamental revaluation, evidenced by two landmark acquisitions that have established new pricing benchmarks for quality gold assets. G Mining Ventures acquired G2 Goldfields at approximately $600 per ounce, while Agnico Eagle purchased Rupert Resources at $500-600 per ounce....

Rick Rule discusses recent mining M&A including G Mining’s acquisition of G2 Goldfields, which Rule views as uniquely accretive due to roughly $1B in 10-year operating and capital synergies from developing a unified district. They also cover Agnico Eagle’s consolidation in Finland as a logical...

Agnico Eagle has finally pulled the trigger and is acquiring both Rupert Resources and Aurion Resources to get their hands on the 4.3 Moz Ikkari deposit and surrounding ground for $3.5 B. Also discuss what I think this means for Goldsky Resources. Lastly some discussion...

Some musings and thoughts on some stocks. TIMESTAMPS 0:00 Intro 05:52 Amex Exploration 17:55 Integra Resources 22:16 Cabral Gold 29:52 New Break Resources 33:39 Bulgold Inc 40:49 Orestone Mining 44:59 Magna Mining 50:37 Goldsky Resources