Podcasts about Copper

This week, Big Chief sits down with Mike Sherman, one of the owners of Vendome Copper & Brass Works, the legendary Louisville-based company that has been crafting copper stills and distillation systems since 1903. For more than a century, Vendome has been the backbone of American whiskey, shaping the character and flavor of spirits made by the country's most celebrated distilleries. While Mike was hard at work and couldn't sip, that didn't stop Big Chief from enjoying a few pours along the ride. In the first half of the show, he sipped on Weller Full Proof and ASW Fiddler, and in the second half, he poured Chattanooga Whiskey and Crittenden's Above the Cut — all distilled on Vendome copper. Together, Big Chief and Mike dive into:     •    The proud history and heritage of Vendome Copper & Brass Works.     •    The art and precision of building stills by hand.     •    How Vendome has adapted through prohibition, whiskey booms, and modern innovation.     •    Stories from legendary distillers and iconic distilleries.     •    Why copper remains the essential metal for crafting the world's finest spirits. This episode is a must-listen for every whiskey enthusiast, distiller, and history lover who's ever wondered where great whiskey truly begins. Because without copper, there is no whiskey—and without people like Mike Sherman and the Vendome family, there would be no soul behind the stills that shape the spirit of America.  

Episode: 3336 The evolution and potential demise of the lowly Nickel.  Today, let us spend the lowly nickel.

In October 2025, Kodiak Copper announced the commencement of an additional metallurgical testwork program for its 100%-owned MPD Copper-Gold Porphyry Project in Southern British Columbia, building on the maiden test results received in Q2 2025.President, CEO, & Director Claudia Tornquist joins us to discuss the progress of the metallurgical testwork, key highlights from the MPD Project, and upcoming milestones.Learn more: https://kodiakcoppercorp.com/Watch the full YouTube interview here: https://youtu.be/kg_PKPvHCqMAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

Ivan Bebek, Chair and CEO of Coppernico Metals, explains the newest copper discovery target at the company's Sombrero copper-gold project in Peru: ““As our exploration efforts are ongoing at various targets at our Sombrero Project, we continue to review opportunities in the region aiming to expand our pipeline of prospective discovery targets. The Rumi target is our 17th standalone target in our 56,400-hectare land position supporting our goal of pursuing multiple significant discoveries on the western side of the Andahuaylas-Yauri belt. Additional permitting updates and channel sampling results are expected in the coming weeks.” Sponsor: https://coppernicometals.com/ TSX:COPR; OTCQB: CPPMF; FSE: 9I3 0:00 Intro 0:36 “You don't get paid for having a lot of ground. You get paid for having the right ground.” 3:45 New discovery target 6:11 Permit update 9:44 Potential acquisition update Sign up for our free newsletter and receive interview transcripts, stock profiles and investment ideas: http://eepurl.com/cHxJ39 Sponsor Coppernico Metals pays MSE a United States dollar seven thousand per month coverage fee. Mining Stock Education (MSE) offers informational content based on available data but it does not constitute investment, tax, or legal advice. It may not be appropriate for all situations or objectives. Readers and listeners should seek professional advice, make independent investigations and assessments before investing. MSE does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. MSE and its owner may hold financial interests in the companies discussed and can trade such securities without notice. MSE is biased towards its advertising sponsors which make this platform possible. MSE is not liable for representations, warranties, or omissions in its content. By accessing MSE content, users agree that MSE and its affiliates bear no liability related to the information provided or the investment decisions you make. Full disclaimer: https://www.miningstockeducation.com/disclaimer/

In this KE Report Company Update, Alistair Waddell, President & CEO of Inflection Resources (CSE:AUCU - OTCQB:AUCUF), discusses the company's new Endurance Projects in Australia's Northern Territory, a major step forward in its copper-gold exploration strategy. Key Discussion Highlights: Endurance Projects Acquisition: Acquired from Newmont in June, covering 12 exploration licenses with 16 IOCG targets first outlined by Newcrest. World-Class Potential: Targets comparable to Olympic Dam and Ernest Henry, large-scale copper-gold systems with strong magnetic signatures. Next Steps: Land and community agreements underway; air core drilling planned for Q2 2026 to test priority targets. Strategic Optionality: Open to partnering with major miners while advancing work independently. Broader Portfolio: Ongoing AngloGold Ashanti JV drilling in New South Wales. If you have any follow up questions for Alistair please email us at Fleck@kereport.com and Shad@kereport.com.    Click here to visit the Inflection Resources website to learn more about the Company   ---------- For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

The ASX 200 started badly down some 40 points but rallied to close up 13 at 8892 (0.2%). Once again it was the banks that led the turnaround with WBC numbers pleasing and the sale of the RAMS Home Loan book also a positive. The bank closed up 2.8% with the Big Bank Basket at $297.33 (+2%). CBA kicked up 2.3% and other financials were mixed. REITs slid with GMG down 0.2% and SGP off 0.8% and insurers also fell, QBE down 1.2%. Industrials ended up mixed, after a sluggish start, WES up 0.3% and REA bouncing 1.1%. Tech stocks did better, WTC up 0.6% and XRO rallying 2.3%. In the healthcare space, RMD fell 4.3% on its results, CSL continued to drag the sector down, off another 1.7%.Resources were weaker on Chinese data, BHP down 0.2% and rare earths spluttered lower, LYC off 8.1% and lithium depressed, PLS down 5.2% and LTR off 0.4%. Gold miners eased back as bullion tested $4000, NST down 2.0% and EVN off 2.5%. Oil and gas stocks rose as crude pushed ahead, WDS up 1.3% and STO up 1.1%, uranium drifted lower, PDN down 2.0%.In corporate news, DRO steady on a Latin American order, DMP rose 0.2% after selling its printing business.Asian markets mixed, HK up 0.1%, China up 0.2% and Japan up 0.9%.10-year yields 4.35%. US futures slightly higher.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

The big deals just keep coming over in the USA. Amazon hit all time highs on the news that OpenAI has signed a seven year deal to buy services from Amazon's cloud division AWS. It's worth $38bn. Amazon rose 4%, lifting again after its quarterly report last week. That helped the Nasdaq rise 0.45%. Tesla also rose 2%, momentum starting to form after the wobble around it quarterly update back on October 22. Nvidia also rose 2%. Its most advanced AI chips remain reserved for US companies. That's not all. The firm behind consumer brands Huggies and Kleenex, Kimberly-Clark, is going to spend $40bn to buy a company called Kenvue, makers of Tylenol. This kind of action tends to come after a strong bull run. The SP500 finished up 0.16%.  SPI futures are down 9 points. The ASX set to open lower. RBA and Cup in focus. Victorian holiday.Not much fun for resource investors overnight. Spot uranium fell and dragged down the sector, with Cameco off 1.2% and NexGen Energy -6.3%. Copper stocks were weak as the copper bull run takes a breather. Lithium shares were generally down too. US financials and the VIX were flat.Want to invest with Marcus Today? Our MT20 portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Halloween is our favorite holiday at For Flux Sake. We can't get enough of the costumes, candy, and science! Join the gang this week as they answer listener questions about using wild clays in a community studio, washing dirty clay laundry, and the proper way to open a bag of dry ceramic material. Do you have questions or need advice on glazes? Drop us a line at ForFluxSakePodcast@gmail.com and you could be featured on an upcoming show.   Have you checked out the new For Flux Sake Patreon? This is a great way to show your support and have access to discounted merch, live hangouts, and extra episodes. Head over to Patreon and sign up today.    Today's episode is brought to you by Monkey Stuff, The Rosenfield Collection, Cornell Studio Supply, and Ceramic Materials Workshop's Making Glaze Make Sense.   This week's episode features the following topics: Halloween, Lord Celsius, Clay Wizard, Copper Carb, laundry, silicosis, wild clay, dry materials storage  

Copper Fox Metals (TSXV: CUU | OTCQX: CPFXF | FSE: HPU) is advancing its Schaft Creek Project in British Columbia, one of North America's most promising copper-gold-molybdenum-silver developments. In this interview, Chairperson, President, & CEO Elmer Stewart discusses the latest drilling program, the early geological signs it revealed, and how ongoing environmental and metallurgical studies are shaping the next phase of the project. He also explains how rising metal prices have strengthened the project's economics and why Copper Fox Metals continues to stand out in the copper sector.Learn more about Copper Fox Metals: https://copperfoxmetals.comWatch the full YouTube interview here: https://youtu.be/-djZwkS8ibsAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

Brixton Metals (TSX-V: BBB) has announced a significant copper-gold porphyry discovery at the Catalyst target within its Thorn Project in northwestern British Columbia. Chair and CEO Gary Thompson discussed the breakthrough with Mining Stock Daily. The first-ever drill holes at Catalyst intersected broad zones of copper-gold mineralization from surface, including hole THN25-343, which returned 424 metres of 0.30% CuEq, with higher-grade intervals of 98.5 metres at 0.50% CuEq and 16.5 metres at 1.05% CuEq. Thompson said the mineralization from surface, coupled with a large geochemical and geophysical footprint and Maricunga-style veins, points to “a fertile multi-phase porphyry system at Catalyst.”The company believes the new discovery underscores the potential of the emerging 8–10 kilometre Camp Creek Corridor. Brixton plans additional drilling next season to test the full extent of mineralization at Catalyst and nearby targets. Thompson also provided an update on the Trapper gold target, where earlier this month Brixton intersected 22.15 metres of 4.44 g/t gold, including 1.50 metres of 57.20 g/t gold.

HOST: Mark Longo, The Options Insider Media Group GUEST: Carley Garner, DeCarley Trading In this episode of This Week in Futures Options, Mark Longo and guest Carly Garner discuss various developments in the futures options market, including the impact of Chinese trade deals on commodities like gold, soybeans, and natural gas. They examine the latest trading activities, volatility trends, and market movements in precious metals, agricultural products, and energy sectors. Highlights include gold's speculative surge, significant options volume in soybeans driven by trade talks, and strategic trading insights. Carly also provides commentary on the current market landscape, comparing historical patterns and offering actionable trading strategies.  

HOST: Mark Longo, The Options Insider Media Group GUEST: Carley Garner, DeCarley Trading In this episode of This Week in Futures Options, Mark Longo and guest Carly Garner discuss various developments in the futures options market, including the impact of Chinese trade deals on commodities like gold, soybeans, and natural gas. They examine the latest trading activities, volatility trends, and market movements in precious metals, agricultural products, and energy sectors. Highlights include gold's speculative surge, significant options volume in soybeans driven by trade talks, and strategic trading insights. Carly also provides commentary on the current market landscape, comparing historical patterns and offering actionable trading strategies.

Now that the US and China have finally met, did their discussion garner any real results? What’s next for these two economic powerhouses and global markets? How has gold been faring this week or is there a new metal in town? And what do the mega cap earnings represent? Howie Lim speaks to Pete Tan from Phillip Securities for more insights. Highlights: 01:00 US-China meeting and market reactions 02:39 Fed rate cut and economic outlook 06:34 Mega-cap earnings and AI buildout costs 09:51 Gold, copper, and market outlook --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Pete Tan, portfolio manager, Phillip Securities Edited by: Chai Pei Chieh & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Global Commodities and UK Political Turmoil: Copper Prices Soar and Starmer's Tax U-Turn Guest: Simon Constable Simon Constable reports that copper prices are soaring to $5.18, up 20 percent, due to insufficient supply to meet demand from electric vehicles and artificial intelligence applications. In the United Kingdom, he notes Labour leader Keir Starmer reversed his tax pledge amidst poor productivity forecasts and failing reforms. Constable details the collapse of a high-profile China espionage case, possibly because UK espionage laws remain outdated from before World War I and China was not formally designated a hostile state at the time. He also highlights the troubling advice given by police to Israeli football fans to avoid attending a match due to safety concerns.

Global Commodities and UK Political Turmoil: Copper Prices Soar and Starmer's Tax U-Turn Guest: Simon Constable Simon Constable reports that copper prices are soaring to $5.18, up 20 percent, due to insufficient supply to meet demand from electric vehicles and artificial intelligence applications. In the United Kingdom, he notes Labour leader Keir Starmer reversed his tax pledge amidst poor productivity forecasts and failing reforms. Constable details the collapse of a high-profile China espionage case, possibly because UK espionage laws remain outdated from before World War I and China was not formally designated a hostile state at the time. He also highlights the troubling advice given by police to Israeli football fans to avoid attending a match due to safety concerns.

In the final episode in our mineral series we dive into copper and it's relation to mental health We will explore the dual nature of copper, where both deficiency and excess can lead to various health issues including neurotransmitter dysfunction. We will also discuss dietary sources of copper, supplementation, and the risk of altering copper levels.    Want to watch the video? Check out the discussion on YouTube: https://www.youtube.com/@mentalmapspodcast   Mental Maps is brought to you by Arukah Well, a virtual holistic mental health service. To learn more check out www.arukahwell.co or on Instagram @arukahwelllife   Keywords minerals, brain health, copper, neurotransmitters, mental health, supplementation, dietary sources, copper toxicity, wellness  

Scott Petsel, President of Metallic Minerals (TSX.V:MMG – OTCQB:MMNGF),  joins us for a comprehensive review of all the work to date and slated for the next 6-12 months at the gold alluvial claims in the Yukon, the Keno Silver Project, and the La Plata Copper-Silver-PGM Project in Colorado.    We start off taking a deeper dive into the value proposition of the  gold and silver royalty portfolio across their alluvial mining claims in the Yukon Territory, Canada. Now in its third consecutive year of gold production, Metallic Minerals expects record royalty revenues in 2025 from its Australia Creek operations and has recently signed an agreement with an additional operator to commence test mining at its nearby Dominion Creek property. Both areas lie within the heart of the historic Klondike Goldfields, which have produced more than 20 million ounces of gold since the legendary 1898 gold rush.   The Company also holds substantial alluvial claims in the Keno Hill silver district, overlapping its high-grade Keno Silver Project, where over 16,000 ounces of alluvial gold were produced from 2015 to 2021. Exploration programs launched in September at both Australia Creek and South Keno include drilling and geophysical surveys to define new zones of recoverable native gold and silver and to advance future royalty-based production from these large-scale alluvial systems.   Next we shifted over to the Keno Silver project, where the inaugural NI-43-101 mineral resource estimate was released to the market last year. This was a key milestone for this Project which defined 18.16 million ounces of silver equivalent (inferred), over 4 deposits (Formo, Fox, Caribou and Homestake). The board is currently evaluating the exploration program for Keno Silver in the 2026 season.   Wrapping up we focused on the developing exploration strategy, at the flagship La Plata Copper-Silver Project, looking at a number of new potential porphyry target across their land package with their strategic partners at Newmont Corporation. Newmont has maintained their 9.5% strategic equity investment in Metallic Minerals due to their interest in the prospectivity for both copper and precious metals at the La Plata Project. Scott outlines that around 4,500 additional meters drilled have not yet been added into the existing 1.21-billion-pound copper and 17.6-million-ounce silver inferred mineral resource, and that the upcoming resource update will also add in resource values from gold, platinum, and palladium for the first time; which have not previously been included.  We also reviewed the growing interest in other critical minerals on the project like tellurium, scandium, lanthanum, and yttrium.     If you have any follow up questions for Scott on Metallic Minerals,  then please email us at Fleck@kereport.com or  Shad@kereport.com.   Click here to follow the latest news from Metallic Minerals   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Dr. Aaron Breidenbach recently completed his PhD dissertation in Physics at Stanford.  His doctorial studies focused on the growth and magnetic measurement of the crystals Herbertsmithite and Zn-Barlowite.  His work went a long way towards proving that these crystals are "quantum spin liquids," a novel state of magnetic matter that has potential applications in quantum computing. These same crystals also grow naturally in the Atacama desert, where the local Atacamenian people hold rich animistic traditions which weave in their mountains and mummified ancestors through spiritual traditions.  Sadly, these living mountains are currently being over-mined for Copper and Lithium.  This process has led to many ecological issues, including the poisoning of the Atacamenian groundwater with arsenic.  The cruelest irony is that Herbertsmithite, a strong candidate to the the silicon of quantum computing, is regularly found in toxic waste tailings from these mines.   Aaron now is embarking on a journey to the Atacama to try to help restore these animistic traditions, bring balance to the land, and help advance the future of quantum computing.  For more information about Aaron, please see:  https://thequantumshaman.wordpress.com/ This podcast is available on your favorite podcast platform, or here:  https://endoftheroad.libsyn.com/episode-326-dr-aaron-breidenbach-quantum-computingcrystalsanimismatacama Have a blessed week!

Heye Daun, CEO of Koryx Copper, discusses the company's recent drilling results, geological modeling, and the broader copper market dynamics. Heye emphasizes the importance of systematic geological work and the integration of historical data to enhance the incoming and updated mineral resource estimate. The conversation also touches on the operational benefits of operating in Namibia, the geopolitical factors affecting the copper market, and recent political changes in Namibia.

What if your digital identity could unlock payments, access, and compliance—all without giving up your privacy?In this episode, I talk to Boris, CEO of Concordium and former co-founder of Copper, one of the biggest institutional custodians in crypto. We dive deep into why Concordium is building a new Layer 1 focused on privacy, programmable payments, stablecoins, and compliance-first infrastructure.Boris shares insights on the challenges of building for institutional adoption, the critical need for better tooling in Web3, and why he believes Concordium could be the missing link for real-world crypto use cases.Whether you're a founder, developer, or curious about blockchain's next evolution—this one's for you.Key Learnings with Timestamps[00:01:00] – Boris's unexpected entry into crypto and founding Copper[00:04:00] – Why he joined Concordium and the vision behind it[00:06:00] – Why another L1? Solving for real-world adoption, not just innovation[00:10:00] – Privacy-preserving compliance: why anonymity doesn't scale[00:15:00] – The real reason stablecoins like USDT dominate (and why others don't)[00:21:00] – Who Concordium is built for and what people are using it for today[00:27:00] – The biggest technical challenges: making blockchain usable[00:30:00] – Real-world institutional use cases: trade finance reimagined[00:35:00] – Stablecoins as yield-bearing tools in cross-border trade[00:40:00] – What Boris would do differently if starting today[00:42:00] – Roadmap: smart payments, identity, and ecosystem growth[00:45:00] – Final ask: developers, builders, and ecosystem collaborators wantedConnecthttps://www.concordium.com/https://www.linkedin.com/in/boris-bohrer-bilowitzki-07a75b75/https://x.com/ConcordiumNethttps://www.linkedin.com/company/concordium/DisclaimerNothing mentioned in this podcast is investment advice and please do your own research. Finally, it would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/

From a scrap trader to a ₹2 lakh crore empire, how did a boy from Bihar build one of India's biggest companies? In this episode of The Indian Business Podcast, we sat down with Anil Agarwal, the founder and chairman of Vedanta Resources, one of the world's largest natural resource conglomerates and the first Indian company to be listed on the London Stock Exchange. We talk about:- His journey from Bihar to Bombay?-How did Vedanta become the first Indian company to be listed on the London Stock Exchange?- Is Make in India failing?- The truth behind the 2018 Tuticorin incident- How did Dhirubhai Ambani influence his vision?- The key lessons he learned about money, risk, and perseverance- Why does he choose not to return to India?Watch this episode to see how hard work and conviction can turn far fetched dreams into reality.►Think School's flagship Communication course with live doubt sessions : https://thethinkschool.com/sp/communication-masterclass/►Follow Think School Social Media: Youtube: https://www.youtube.com/@ThinkSchool►Instagram:https://www.instagram.com/thethinkschool?igsh=NWg2ZXRyZmdsM2ds&utm_source=qr 

Interview with Sam Spring, President and CEO, Kincora CopperOur previous interview: https://www.cruxinvestor.com/posts/kincora-copper-tsxvkcc-project-generator-strategy-transforms-growth-path-6975Recording date: 20th September 2025Kincora Copper has successfully transformed from a traditional single-project explorer into a diversified project generator, backed by prominent resource investors Rick Rule and Jeff Phillips through a C$4 million financing with a 12-month hold period. Following a 10-for-1 share consolidation, the company now operates with only 43 million shares outstanding and less than 40% free float, creating one of the tighter capital structures in the junior mining space.The strategic pivot emerged after the company invested over A$11 million and drilled 24,000 meters at its flagship Trundle project without achieving the share price movement or technical breakthrough needed to justify continued sole-funded exploration. President and CEO Sam Spring recognized that the traditional exploration approach risked exhausting capital before reaching discovery scale. The solution: partner projects while retaining meaningful equity stakes of 20-30%.Since adopting the project generator model, Kincora has completed five deals unlocking approximately $100 million in partner funding commitments. The company has already deployed $6.5 million across 13,500 meters of drilling from Q4 2024 through Q2 2025, with seven different licenses scheduled for drilling over the coming year. Critically, Kincora operates two earning joint ventures and receives management fees, creating an income stream that approaches covering all corporate costs.AngloGold Ashanti has emerged as the most active partner, planning approximately 11,000 meters of drilling across three projects in the Macquarie Arc, home to Australia's second-largest porphyry mine at Northparkes and Evolution Mining's flagship Cowal operation. The company has retained its two most advanced projects—Trundle and Fairholme—seeking optimal partnerships that preserve long-term value rather than simply accessing near-term drilling capital.Additional opportunities include the Bronze Fox project in Mongolia, which offers near-term SX-EW copper production potential at current prices, and the Condobolin project in the consolidating Cobar Basin. Spring emphasizes the portfolio approach: "Any one disappointment isn't going to be a disaster to the share price, but any one big success will give you that multiple re-rating."Learn more: https://www.cruxinvestor.com/companies/kincora-copper-limitedSign up for Crux Investor: https://cruxinvestor.com

Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, joins us to unpack key insights from LME Week, the ripple effects of backwardation across metals, and how he's positioning clients amid a “healthy” precious-metals correction and a mixed energy tape. Key Discussion Points LME Week sentiment: Big crowds and a notably upbeat tone for base metals; consensus poll favored copper #1, aluminum #2, tin #3 for upside potential. Backwardation watch: Recent spikes in silver and zinc (cash > 3-month) point to near-term physical tightness; copper's curve flattening with hints of front-end firmness. Precious metals reset: Gold down ~8% from highs and silver off ~10% in a sharp but “healthy” bull-market shakeout; year-to-date gains remain substantial. Base metals leadership: Copper acting as bellwether; aluminum and zinc following; tin up ~23% YTD - underinvestment and broad asset inflation cited as tailwinds. Energy check-in: Crude bounced on Russian sanctions headlines but remains range-to-lower on surplus outlook; U.S. natgas swings driven by front-month positioning and weather. Data gap risk: Four weeks without COT reports adds uncertainty to quant/models - potentially tempers risk-taking in WTI and Henry Hub. Click here to learn more about Bannockburn Capital Markets ------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

US and China reached a framework for Trump-Xi talks this week. US tariff increase on China averted, China was said to have agreed to delay a new rare earth exports licensing regime for a year.The US is to immediately raise tariffs on Canada by another 10%.US President Trump said he won't meet with Russian President Putin until he thinks they have a peace plan.European bourses firmer but off best levels; US equity futures soar as traders digest the latest US-China trade commentary.High-beta FX propped up by US-Sino optimism, CAD overlooks US tariffs.USTs/Bunds knocked by the risk tone and reports of EU issuance, OATs outperform as Moody's maintained France's rating at Aa3, but revised the outlook to negative from stable.Positive US-China optimism weigh on XAU and lifts Copper near ATHs; Crude was initially boosted by the risk-tone but has since slipped into the red.Looking ahead, highlights include US Dallas Fed (Oct), Suspended Releases: US Durable Goods (Sep), Atlanta Fed GDPNow, Supply from US, Earnings including NXP Semiconductor.UK clocks moved back an hour during the weekend and reverted to GMT, which means there will just be a 4-hour time difference between London and New York for the week until US clocks change on Sunday 2nd November.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Ian Harris, CEO of Copper Giant (OTCQB:  LBCMF | TSXV:  CGNT) sees a massive shortfall of copper supply on the horizon, just as insatiable demand from AI data centers and electrification surge to the forefront and market participants scramble to secure the metal. Ian breaks down how Copper Giant fits into the picture, with their flagship Mocoa copper-molybdenum porphyry deposit in Putumayo, Colombia.Copper Giant website: https://coppergiant.coFollow Copper Giant on X: https://x.com/Cu_GiantDisclaimer: Commodity Culture was compensated by Copper Giant for producing this interview. Jesse Day is not a shareholder of Copper Giant. Nothing contained in this video is to be construed as investment advice, do your own due diligence.Follow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

In the ninth episode of The Hundred Year Pivot, Grant and Demetri welcome Roger Mitchell for a deeply reflective conversation on faith, values, and the unraveling of the modern social contract. Against the backdrop of growing disillusionment in Western society, Roger shares his personal journey and explores how the erosion of traditional anchors—family, faith, and community—has left many searching for meaning in a world defined by materialism and inequality. Together, we examine the rise of financial nihilism, the politicisation of belief, and the enduring human need for moral and spiritual grounding, offering a thoughtful exploration of how ancient principles might guide us through contemporary darkness. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory, Shifts Happen and The Hundred Year Pivot, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

After a few days of hunting everything that North Dakota has to offer we sat down with Dirk and Duane to talk about the new Copper Shot from Boss! Spoiler alert....Its NASTY!  We also talk about the Boss unleaded shells and some of our favorite parts of the week hunting. 

In this episode of Mission Matters, Adam Torres interviews Robert Garry, CEO of The POTS Box, about how his company is transforming telecom by replacing outdated copper phone lines with modern digital solutions. Garry explains the impact of the FCC's copper phase-out, the benefits of POTS line replacement, and how The POTS Box's partner program empowers businesses to expand their offerings and revenue. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of Mission Matters, ⁠Adam Torres⁠ interviews ⁠Robert Garry⁠, CEO of The POTS Box, about how his company is transforming telecom by replacing outdated copper phone lines with modern digital solutions. Garry explains the impact of the FCC's copper phase-out, the benefits of POTS line replacement, and how The POTS Box's partner program empowers businesses to expand their offerings and revenue. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In This Episode:Why Treasuries are having their strongest October in years.The significance of the negative stock–bond correlation and what it signals for portfolios.Inflation and labor market trends supporting potential Fed rate cuts.How gold, palladium, and other metals fit into a late-cycle allocation.Our portfolio adjustments: longer-duration Treasuries, selective pro-cyclical tilts, and risk management strategies.Why loose financial conditions continue to support speculation — and how we're positioning for the next phase of the cycle.Resources & Links:Subscribe to our Dantes Outlook Substack for full market intelligence updates and model portfolio insights.Email our team: damanick@dantesoutlook.com for private client access and portfolio consultation.

In this special follow-up episode, we revisit one of our most talked-about conversations of the year — with Morley M. Robbins, author of [Cu]re Your Fatigue. After episode 306, listeners sent in thoughtful questions about blood donation, iron overload, copper supplementation, mitochondrial health, and the role of GHK-Cu peptides.In this conversation, Morley returns to unpack these complex topics with clarity and depth. We'll explore how iron moves into tissues, the implications of long-term copper IUD use, how to approach copper and iron balance strategically as we age, and why our mitochondria might just hold the key to vitality in our later decades.Whether you're navigating your own health journey or simply curious about how minerals shape aging, this is a conversation you won't want to miss.Morley Robbins' Root Cause Protocol is now available from our affiliate partner, Jigsaw Health. Click the following link for 10% off*: https://www.jigsawhealth.com/?rfsn=8710089.1dddcf3&utm_source=refersion&utm_medium=affiliate&utm_campaign=8710089.1dddcf3Watch for GHK-Cu coming soon from Auro Wellness and use the link below for 10% off this and other fine products.Connect with Morley Robbins at: 847-922-8061 morleyrobbins@gmail.com @therootcauseprotocolBUY [Cu]re Your Fatigue (2nd ed.) on Amazon and support this podcast at https://amzn.to/3JczMd3Article cited by Morley:Xu, J, Jia, Z, Knutson, MD, and Leeuwenburgh, C. Impaired Iron Status in Aging Research Int. J. Mol. Sci. 2012, 13, 2368-2386; doi:10.3390/ijms13022368Please, support The Aging Well Podcast by hitting the ‘like' button, subscribing/following the podcast, sharing with a friend, and….BUY the products you need to… age well from our trusted affiliates and support the mission of The Aging Well Podcast*.The Aging Well Podcast merchandise | Show how you are aging well | Use the promo code AGING WELL for free shipping on orders over $75 | https://theagingwellpodcast-shop.fourthwall.com/promo/AGINGWELLRebalance Health | products created by hormone health experts to lower cortisol, improve sleep, and minimize the impact of stress on the body and mind | https://get.aspr.app/SH1AkZ or https://rebalancehealth.com with the promo code: AGING WELLAuro Wellness | Glutaryl—Antioxidant spray that delivers high doses of glutathione (“Master Antioxidant”) | 10% off Code: AGINGWELL at https://aurowellness.com/agingwellpodcastBerkeley Life | Optimize nitric oxide levels | Purchase your starter kit at a 15% discount | Use the promo code: AGINGWELL15 | https://berkeleylife.pxf.io/c/6475525/3226696/31118Oxford Healthspan | Primeadine®, a plant-derived spermidine supplement | 10% off code: AGINGWELL | https://oxford-healthspan.myshopify.com/AgingWellJigsaw Health | Trusted supplements. “It's fun to feel good.” | Click the following link for 10% off: https://www.jigsawhealth.com/?rfsn=8710089.1dddcf3&utm_source=refersion&utm_medium=affiliate&utm_campaign=8710089.1dddcf3Prolon | The Fasting Mimicking Diet (FMD) is a revolutionary five-day nutrition program scientifically formulated to mimic the effects of a prolonged water fast while still allowing nourishment - supporting the benefits of fasting without the challenges and risks that come from water-only fasts. | For the best available discount always use this link: https://prolonlife.com/theagingwellpodcastThrive25—Your personal longevity advisor | https://www.thrive25.com/early-access?via=william-jeffreyFusionary Formulas | Combining Ayurvedic wisdom with Western science for optimal health support. | 15% off Code: AGINGWELL | https://fusionaryformulas.com?sca_ref=9678325.IHg5xYhdOzzke8ZrDr Lewis Nutrition | Fight neurodegeneration and cognitive decline with Daily Brain Care by Dr Lewis Nutrition—a proven daily formula designed to protect and restore brain function. | 10% off code: AGINGWELL or use the link: https://drlewisnutrition.com/AGINGWELL*We receive commission on these purchases. Thank you.

Tropical Storm Melissa stalled over the Caribbean, unleashing deadly flooding rains across several islands. The NOAA released updated storm predictions as the region braces for potentially worsening conditions. Meanwhile, copper wire thieves are now targeting electric vehicle charging stations across Los Angeles, creating costly chaos for drivers and cities alike.

Send us a textI began with CPI, but as usual, I ended up somewhere between Beethoven and gold. The headline CPI 3%, core the same. The whisper was higher. The market calls it “Goldilocks.” Not too hot, not too cold. I call it “Never be a dick for a tick.”That's how you survive this racket. Everyone obsesses over decimals while the system quietly breaks and remakes itself. The models are wrong, the Fed's neutral rate misplaced, and shelter data a bad joke.Markets have music. Sometimes off key, sometimes perfect pitch. Beethoven wrote his best symphonies when he couldn't hear. Euler saw math more clearly after he went blind. My best trades happen when I stop staring and listen. Markets are sound before they're numbers.Then someone messages me: “Copper, all the way.” I laugh. NVIDIA doesn't need a century of copper. The chips use little. The heavy copper is in data centers, transformers, cables feeding the AI gods. One megawatt of data power needs twenty-seven tons. There's a story there, but not the one the hype merchants sell.Copper is pregnant in expectation. It mirrors the world's mood and that mood is uncertainty. The charts show past booms and fatigue. The next leg will come from real demand, from grids and wires that make the world hum.Gold refuses to fade. I mocked it before, but I'm giving it credit. Maybe this rise is necessary, the price to end mercantilist misery. China's citizens buy stablecoins and gold to escape the red cabbage trap. They know seven cabbage for a dollar is a steal.America sits on 262 million troy ounces. At ten thousand an ounce, that's 2.5 trillion in fiscal firepower. While everyone says “Rome is falling,” they're wrong. This isn't the fall of America; it's the fall of Chinese communism.Russia produces forty percent of global palladium, quiet leverage no one mentions. Even Trump treads carefully. Geopolitics meets gigawatts. Metals and power are the same story.I've talked CPI, Beethoven, copper, gold, palladium, geopolitics. A full orchestra. I never promised coherence, only curiosity. The market, like life, is a fuzzy cloud. You don't predict it. You play with it.Support the show⬇️ Subscribe on Patreon or Substack for full episodes ⬇️https://www.patreon.com/HughHendryhttps://hughhendry.substack.comhttps://www.instagram.com/hughhendryofficialhttps://blancbleustbarts.comhttps://www.instagram.com/blancbleuofficial⭐⭐⭐⭐⭐ Leave a five star review and comment on Apple Podcasts!

Mechanical Engineering was the first branch of engineering to be understood by ancient civilizations. The wheel and the plough are testament to this fact. From the wheel to the steam locomotive, this episode traces the evolution of human societies and commerce, with the evolution of technology.

Most people hear “copper peptide” and think “trend”. But GHK-Cu isn't new, it's a naturally occurring bioregulator your body already uses to repair, rebuild, and rejuvenate skin.In this episode of Biohacking Beauty, we break down why GHK-Cu deserves its cult status in longevity skincare. We also unpack how this tripeptide binds copper to signal fibroblasts, activate collagen and elastin genes, and restore damaged tissue at the cellular level. You'll learn why 3% is the sweet spot for results without irritation, how GHK-Cu works synergistically with retinol, vitamin C, methylene blue, and NAD+, and what makes pharmaceutical-grade sourcing critical for performance.If you've ever wondered whether GHK-Cu can truly “reset” aging cells or how it compares to retinol, this episode connects the dots between biochemistry and visible results, showing how small, precise molecules can drive profound, measurable change in your skin's longevity.What's Discussed:(00:00) What makes ghk-cu more than a “trendy copper peptide”(02:20) How fibroblasts, collagen genes, and epigenetics work together(07:19) Why 3% ghk-cu is the sweet spot for results without irritation(10:22) Retinol, vitamin c, and ghk-cu, the synergy your skin actually needs(18:24) Methylene blue, nad+, and the ultimate skin longevity stackFind more from Young Goose:Blue Peptide Spray – Cellular hydration meets antioxidant power → Blue Peptide SprayThe YouTH Firming Body Cream: Smoother arms, firmer thighs, tighter skin, powered by NAD+ and spermidine. Your body's anti-aging breakthrough → Body CreamSpermidine Serums: Fewer wrinkles. More collagen. Real skin renewal at the cellular level. The serum your face has been waiting for → Spermidine SerumUse code PODCAST10 to get 10% off your first purchase, and if you're a returning customer use the code PODCAST5 to get 5% off at https://www.younggoose.com/ Instagram: @young_goose_skincare

Simon Constable Reports on Rising Commodity Prices Driven by Data Center Demand and European Political Turmoil Simon Constable with John Batchelor Simon Constable reported significant commodity price increases (copper up 14%, gold up 48%), driven by demand for data centers and AI. He criticized European reluctance to build needed data centers, stressing their necessity for the digital future. Constable noted President Macron fears Marine Le Pen's National Rally due to growing support stemming from concerns over unfettered immigration. He also criticized the UK Labour party's plan to tax professionals like dentists and doctors, predicting they will leave the country.

Simon Constable Reports on Rising Commodity Prices Driven by Data Center Demand and European Political Turmoil Simon Constable with John Batchelor Simon Constable reported significant commodity price increases (copper up 14%, gold up 48%), driven by demand for data centers and AI. He criticized European reluctance to build needed data centers, stressing their necessity for the digital future. Constable noted President Macron fears Marine Le Pen's National Rally due to growing support stemming from concerns over unfettered immigration. He also criticized the UK Labour party's plan to tax professionals like dentists and doctors, predicting they will leave the country.

Stijn Schmitz welcomes Brien Lundin to the show. Brien Lundin is Editor of 'The Gold Newsletter.com' & Host of the New Orlean's Investor Conference. Lundin discusses the current gold market, emphasizing that despite recent volatility, the fundamental factors driving the bull market remain strong. He believes the current market is part of a secular bull market with potential for gold prices to reach between $6,000 to $8,000, and potentially even higher in a significant monetary reset scenario. Central bank buying and the ongoing "debasement trade" continue to support gold's upward trajectory. Regarding mining stocks, Lundin argues that miners are still significantly undervalued. He anticipates that upcoming earnings reports will demonstrate the robust economics of gold projects at current prices. He recommends focusing on larger producers like Newmont and Newcrest in the near term, while also highlighting opportunities among developers and exploration companies. Lundin is optimistic about the increasing capital flow into the mining sector, viewing it as a positive development despite concerns about "dumb money". He sees this as part of a broader commodity super cycle affecting multiple metals, with particularly strong potential for base metals and energy metals due to supply constraints and growing demand. On silver, Lundin is bullish, noting the metal's potential for significant price appreciation. He highlights the inelastic supply of silver, with 70% of production being a byproduct of other metal mining, and expects industrial demand to consume all available mine supply in the coming years. The conversation also touched on other commodities like copper, vanadium, and zinc, with Lundin expressing optimism about their long-term potential driven by supply constraints and increasing demand. He emphasized the importance of understanding the sector, spreading risk, and being patient with investments. Lundin concluded by promoting his upcoming New Orleans Investment Conference, describing it as the longest-running investment event in the world, featuring numerous expert speakers across geopolitics, macroeconomics, and metals investing.

Kodiak Copper's (TSXV: KDK | OTCQB: KDKCF | FRA: 5DD1) stock is up more than 100% year to date, and momentum continues to build.In this interview, President & CEO Claudia Tornquist explains why 2025 is a defining year for the company, highlighting the upcoming MPD Project resource estimate, new land acquisitions, and major catalysts ahead.Discover how the company is positioning itself for sustained growth through a fully funded drill program, new exploration targets, and expansion across its 357 sq km district.Learn more about Kodiak Copper: https://kodiakcoppercorp.com/Watch the full YouTube interview here: https://youtu.be/HE7rtSXjqycAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

In this conversation, Trevor interviews Isaac Maresky, CEO of Gold Hart Copper, discussing the company's drilling program at the Tolita project in Chile, a new geophysical survey, and the exploration of the Nessa property where the company found unknown mine workings. They also touch on financial management and the anticipation of upcoming results from drilling and surveys.

Stijn Schmitz welcomes Edward Bonner to the show. Edward Bonner is Investment Associate, Sprott Asset Management USA, Inc. The discussion centers on the current state of gold and precious metals markets, with Bonner offering insights into the emerging gold bull market and broader commodity trends. Bonner argues that gold remains significantly under-owned, with most portfolios holding less than one percent of gold compared to historical averages of six to seven percent. He believes the current market is in the early stages of a potential bull market, driven by factors such as monetary debasement, fiscal largesse, and central bank buying. The recent geopolitical tensions, including the freezing of Russian assets, have prompted central banks to increase their gold holdings. The conversation explores various indicators for gold's potential, including the M2 money supply and the Dow Jones Industrial Average to gold ratio. Bonner suggests that gold is currently an attractive hedge against inflation and geopolitical uncertainty. He sees particular value in gold mining stocks, especially growth producers, developers, and late-stage explorers. When evaluating mining projects, Bonner emphasizes the importance of management teams, jurisdiction, and project metallurgy. He highlights the potential for mergers and acquisitions in the sector, given the significant free cash flow of senior producers. Beyond gold, Bonner discusses other potentially undervalued commodities, including platinum, natural gas, and vanadium. He sees interesting opportunities in geographical regions like the Guyana Shield, parts of the Arabian Nubian Shield, Mexico, and Argentina, while cautioning about the challenges of exploration and jurisdictional risks. The discussion concludes with Bonner's perspective on the cyclical nature of commodities and the importance of maintaining a diversified investment approach. He remains optimistic about the potential for gold and select commodities, suggesting that the current market presents unique investment opportunities for those willing to look beyond conventional wisdom.

We welcome in Jonathan Richards, CEO of King Copper Discovery, for an introduction to the company and the Colquemayo Project in Peru. Jonathan walks listeners through the ethos of the company (formally Turmalina Metals) and the development of exploration for the project in Peru. The company has recently financed and brought in some well known explorers into the group. Jonathan expects drills turning on the project in early 2026.

This week's episode features Jeffrey Christian, managing partner at CPM Group, in conversation with host Adrian Pocobelli on the state of the current gold bull market. Christian examines the parallels with the late 1970s and offers insight into China's expanding influence on global precious metals. He also shares his perspective on copper and what may lie ahead for the metal. All this and more with host Adrian Pocobelli. This week's Spotlight features Rob King, Executive Vice President for North America at Seequent, who discusses the growing demand for metals to power artificial intelligence infrastructure and how Seequent's advanced software is driving innovation across the mining industry. To learn more, visit: https://www.seequent.com/ “Rattlesnake Railroad”, “Big Western Sky”, “Western Adventure” and “Battle on the Western Frontier” by Brett Van Donsel (⁠www.incompetech.com⁠). Licensed under Creative Commons: By Attribution 4.0 License ⁠creativecommons.org/licenses/by/4.0⁠ Apple Podcasts:⁠ https://podcasts.apple.com/ca/podcast/the-northern-miner-podcast/id1099281201⁠ Spotify:⁠ https://open.spotify.com/show/78lyjMTRlRwZxQwz2fwQ4K⁠ YouTube:⁠ https://www.youtube.com/@NorthernMiner⁠ Soundcloud:⁠ https://soundcloud.com/northern-miner

Arctic Minerals (STO: ARCT) has commenced exploration activities at the Swan Lake copper-gold project in Norrbotten County, Sweden, a Tier 1 mining jurisdiction with one of the largest mining economies in Europe.In this interview, Executive Director Peter George provides an overview of Swan Lake, its strategic importance, and the next steps in exploration.Learn more:  https://www.arcticminerals.se/en/Watch the full YouTube interview here: https://youtu.be/Dria-r-822wAnd follow us to stay updated: https://www.youtube.com/@GlobalOneMedia

When you want to reach out to someone — to ask them on a date, invite them to an event, or simply connect — what's the best way to do it? Text? Email? A phone call? Research shows one option is far more effective, and it's not what most people assume. Listen as I reveal what science says is the best way to reach out. https://greatergood.berkeley.edu/article/item/should_you_call_or_text_science_weighs_in?utm Why do people slow down to gawk at car crashes, binge true crime podcasts, or line up for horror movies? Humans are naturally drawn to the morbid, and science suggests there may be real benefits to that curiosity. My guest Coltan Scrivner is a leading expert on morbid curiosity and frightening entertainment and he is here to explain why we are drawn to things that disgust us and why we can't look away when we see them. He's the author of Morbidly Curious: A Scientist Explains Why We Can't Look Away (https://amzn.to/46FKyQQ), and his insights will change how you see your own curiosity. We call solar, wind, and battery power “clean energy” — but behind the label lies a far dirtier truth. Mining the lithium, cobalt, nickel, and copper needed to power the green revolution comes at a steep cost to the planet. Ernest Scheyder, senior correspondent for Reuters and author of The War Below: Lithium, Copper, and the Global Battle to Power Our Lives (https://amzn.to/42rZtNw), pulls back the curtain on the hidden side of alternative energy. Friendship is essential at every age, but science shows teenage friendships may carry benefits that last a lifetime. Teens who build strong connections not only grow up to be more socially connected adults but also enjoy an important — and surprising — boost to long-term health. Listen as I explain this fascinating link. https://www.medicaldaily.com/adult-will-your-health-remain-strong-look-back-your-teens-and-friends-you-had-answer-350664 PLEASE SUPPORT OUR SPONSORS!!! INDEED: Get a $75 sponsored job credit to get your jobs more visibility at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Indeed.com/SOMETHING⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ right now! DELL: Your new Dell PC with Intel Core Ultra helps you handle a lot when your holiday to-dos get to be…a lot. Upgrade today by visiting⁠⁠⁠⁠⁠ https://Dell.com/Deals⁠⁠⁠⁠⁠ QUINCE: Layer up this fall with pieces that feel as good as they look! Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://Quince.com/sysk⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for free shipping on your order and 365 day returns! ON POINT: We love the On Point podcast! Listen wherever you get your podcasts! https://www.wbur.org/radio/programs/onpoint Learn more about your ad choices. Visit megaphone.fm/adchoices

In a blockbuster episode of The Grant Williams Podcast, I welcome Julien Garran of MacroStrategy for a penetrating discussion on what Julien believes is the most dangerous bubble in modern financial history—the AI mania. Drawing parallels to the dot-com and housing booms but arguing this one far exceeds both, Julien dissects how years of ultra-loose fiscal and monetary policy have produced staggering capital misallocation, distorted incentives, and a fragile financial order. He explores the structural flaws in large language models, the monopolistic grip of tech giants, and the unsustainable losses lurking beneath the surface, warning that the eventual unwinding of this bubble could reshape global capital flows, undermine productivity, and accelerate inflation across the developed world. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory, Shifts Happen and The Hundred Year Pivot, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

In this episode of Mining Stock Daily, host Michael McCrae speaks with Rob McEwen, Chairman and Chief Owner of McEwen Mining, and Michael Meding, Vice President and General Manager of McEwen Copper, following the release of the Los Azules Copper Project Feasibility Study. The discussion covers the study's economics — including an estimated $2.2 billion in annual revenue, 65% gross margins, and a sub-four-year payback period. Initial capital cost is $3.17 billion. The conversation explores Argentina's new RIGI (Large Investment Incentive Regime) under President Javier Milei, which McEwen credits as a key factor in advancing the project and restoring investor confidence in Argentina's mining sector. The interview concludes with McEwen's outlook on copper demand amid electrification trends — and his bullish view on where gold prices could be headed next.

HEADLINE: Commodity Market Trends and UK's Lack of Risk Appetite for AI Innovation GUEST NAME: Simon Constable SUMMARY: Simon Constable notes that data center expansion for AI is increasing prices for copper (up 15%) and steel (up 14%). He points out that the UK lags significantly behind the US in building new AI data centers (170 vs. 5,000+) due to a lack of risk appetite, insufficient wealth, and poor marketing of new ideas. Separately, Constable discusses the collapse of a UK China spying trial because the prior government failed to officially classify China as a national security threat during the alleged offenses. 1960

      HEADLINE: Commodity Market Trends and UK's Lack of Risk Appetite for AI Innovation GUEST NAME: Simon Constable SUMMARY: Simon Constable notes that data center expansion for AI is increasing prices for copper (up 15%) and steel (up 14%). He points out that the UK lags significantly behind the US in building new AI data centers (170 vs. 5,000+) due to a lack of risk appetite, insufficient wealth, and poor marketing of new ideas. Separately, Constable discusses the collapse of a UK China spying trial because the prior government failed to officially classify China as a national security threat during the alleged offenses. 1955

In this long-overdue episode of The Grant Williams Podcast, I'm joined by Larry McDonald, founder of The Bear Traps Report and author of How to Listen When Markets Speak, to explore how extraordinary fiscal and monetary responses have reshaped the investing landscape. Larry argues that the disinflationary era is over, replaced by an inflationary, multipolar world that calls for a fresh approach to portfolios—one that favours hard assets like copper, coal, and natural gas over stretched technology stocks. Our conversation spans the political and structural forces driving this shift, from chronic underinvestment in energy and the policy bottlenecks that worsen shortages, to the rising populism fuelled by inflation. Larry highlights how the makeup of the S&P 500 is set to evolve, with industrials, materials, and energy poised to reclaim influence, while risks mount in areas such as passive investing, private credit, and certain financial stocks. We close by examining the implications of the AI-driven capital expenditure boom, the strain it places on power infrastructure, and what it all means for the dollar, gold, and Bitcoin. The result is a timely, wide-ranging conversation offering investors both a roadmap to today's shifting market environment and practical insight into how to navigate what lies ahead. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory, Shifts Happen and The Hundred Year Pivot, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.  Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.