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Stijn Schmitz welcomes Willem Middelkoop to the show. Willem Middelkoop is an author and is the Founder of the Commodity Discovery Fund. Middelkoop asserts that the “big reset” of the global financial system, a thesis he developed over a decade ago, is now unfolding in real time. He points to the accelerating decline of U.S. hegemony, evidenced by the collapsing petrodollar system and waning international support, particularly in the Middle East. This shift from an era of cooperation to confrontation is driving a fundamental change in capital flows, with generalist investors beginning to move away from paper assets like U.S. Treasuries toward hard assets. He notes that foreign ownership of U.S. debt has fallen below thirty percent, a situation he describes as “Weimar Lite,” where the Federal Reserve is increasingly forced to monetize government debt. This environment explains the strong performance of gold, which is being reintroduced into the monetary system without official decree, primarily through record central bank purchases. China alone is buying sixty percent of the world's annual mine production outside its borders. While Middelkoop does not foresee a hyperinflationary collapse, as the U.S. retains powerful tools like revaluing its gold holdings, he believes a new financial crisis is likely in the coming years. In such a crisis, he expects central banks to play the “gold card,” driving a significant revaluation. This outlook informs his investment strategy, which focuses on hard assets including real estate, physical gold and silver, Bitcoin, and high-quality equities. Shifting to the mining sector, Middelkoop highlights the exceptional opportunity in gold producers, which are generating record free cash flow yet trade at historically low valuations. His fund, however, specializes in discovery investing, concentrating on a select portfolio of world-class tier-one and tier-two discoveries. He emphasizes that the key to outsized returns is maintaining a long-term position in a major discovery, allowing value to compound over decades as the deposit is developed into a producing mine. This patient, concentrated approach involves taking significant stakes in companies after the initial discovery hype and supporting them through to production. Timestamps: 00:00:00 – Introduction 00:01:00 – Financial Reset Discussion 00:04:00 – US Losing Superpower Status 00:09:08 – Central Bank Gold Purchases 00:13:00 – Empire Decline and Debt 00:18:45 – Weimar Lite Scenario 00:23:00 – Gold Revaluation Process 00:28:00 – Mining Sector Opportunities 00:35:00 – Discovery Investing Strategy 00:42:00 – Portfolio Construction Advice 00:47:22 – Concluding Thoughts Guest Links: Commodity Discover Fund: https://www.cdfund.com X: https://x.com/@wmiddelkoop Willem Middelkoop: https://substack.com/@wmiddelkoop The Big Reset: https://www.cdfund.com/download-the-big-reset.html Willem Middelkoop is the founder of the Commodity Discovery Fund and also an author. He became a well-known personality through his work as a stock market commentator for the Dutch business television channel RTLZ. Middelkoop predicted the credit crisis’s onset in his book “Als de dollar valt” (If the dollar falls) in 2007. Subsequent publications were “De permanente oliecrisis” (The permanent oil crisis) – 2008, “Overleef de kredietcrisis” (Surviving the credit crisis) – 2009, “Goud en het geheim van geld” (Gold and the secret of money) – 2012, and The Big Reset – 2013. In total, he sold more than 100,000 copies of his books. The Commodity Discovery Fund was established in the summer of 2008. It started with three million euros and 22 participants. By the end of 2023, it had grown to about 2,000 participants and €104 million in assets under management.
When James Clear last spoke on the Craft & Commerce stage, Atomic Habits hadn't even been released. Now, it's sold over 30 million copies worldwide. I was delighted to welcome James back to the same stage 8 years later to unpack what he's learned from creating one of the bestselling books of the last decade. In this conversation, James shares his insights on how to create a timeless product, how he built an email list of over 4 million subscribers, and the revolutionary publishing model he's building with Author's Equity. James also answers burning questions from the audience on simplifying complex ideas, building lasting entrepreneurial friendships, protecting your identity as a creator in public, and James's personal mission in life. If you've ever wondered what goes into creating a bestselling book, I think you'll get a lot out of this episode.Timestamps:00:00 Introduction01:07 Expectations for Atomic Habits' success02:54 Selling 30M+ copies04:48 Timeless marketing principles07:18 Positioning for long-term book sales09:39 Building the world's largest single-author newsletter12:44 Current effective growth tactics14:01 Cross-pollinating platforms for growth16:51 The vision behind Author's Equity20:51 The Atomic Habits tipping point23:09 Why books are an underrated business model24:48 Simplifying complex ideas27:54 Cultivating lasting entrepreneur friendships31:33 Protecting your identity as a public creator35:30 Why choose traditional publishing over self-publishing?39:17 Mining for stories and metaphors43:24 What makes Author's Equity different?48:50 Daily habits for rebuilding momentum51:50 James's life mission54:24 Author's Equity: working with self-published authors58:05 James's parting thoughts: 10-year and 1-hour timeframesIf you enjoyed this episode, please like and subscribe, share it with your friends, and leave a review. I read every single one.Learn more about the podcast: https://nathanbarry.com/showFollow Nathan:Instagram: https://www.instagram.com/nathanbarryLinkedIn: https://www.linkedin.com/in/nathanbarryX: https://twitter.com/nathanbarryYouTube: https://www.youtube.com/@thenathanbarryshowWebsite: https://nathanbarry.comKit: https://kit.comFollow James:Website: https://jamesclear.comNewsletter: https://jamesclear.com/3-2-1X: https://twitter.com/jamesclearLinkedIn: https://www.linkedin.com/in/jamesclearInstagram: https://www.instagram.com/jamesclearFeatured in this episode:Kit: https://www.kit.comAtomic Habits: https://jamesclear.com/atomic-habitsAuthor's Equity: https://www.authorsequity.comHighlights:02:10 - James's initial expectations for Atomic Habits09:39 - How James built the world's largest single-author newsletter23:09 - Why books are an underrated business model48:50 - James's daily habits for rebuilding momentum51:50 - James's life mission
Silver Bow Mining signed a definitive agreement to acquire the Jefferson County Metallurgical Complex in Montana through a Chapter 11 bankruptcy process, committing roughly $28.6 million in cash at initial closing plus contingent value rights, royalties, and profit interests tied to future milestones. Mining Stock Daily spoke to president Doug Stiles and CFO Wade Black about the transaction. The complex includes two processing circuits, the Montana Tunnels M-Pit, and related infrastructure that the company believes could eventually help process ore from its nearby Rainbow Block deposit, pending a feasibility study, shareholder approval, and Bankruptcy Court sign-off.
Fred from the Subarctic Alaska Sasquatch YouTube channel is back with another unsettling account from the Alaska bush, this time involving two first cousins, Jacob and Charles, who were working at a small mining operation along the Yukon River in the early 1980s.At first, the trouble looked like vandalism. Equipment around the remote camp was being tampered with, water lines were disturbed, trees had been pushed over, and at one point the mining trommel was tipped. With no obvious explanation for what was happening, Charles was assigned to keep watch from a raised platform overlooking the site. That decision only made things stranger.While standing guard, Charles began experiencing a series of close calls. The platform beneath him seemed to shift unexpectedly, an improvised outhouse nearly collapsed while he was using it, and a powerful foul odor around the camp seemed to grow worse. Along with it came the persistent feeling that something nearby was watching him from the timber. Then came the noise.After heavy thrashing erupted in the brush, Jacob came down to check on Charles. When they swept the area with a spotlight, both men caught a brief look at an enormous dark figure moving quickly away from the camp. Based on what they saw against the surrounding trees and equipment, they estimated it stood somewhere around thirteen feet tall.Whatever it was, it didn't simply disappear into the woods. As the men tried to get away and waited for help, they witnessed the scaffolding being pushed over. When the site was examined in daylight, the damage was even harder to explain. The loader appeared to have been shoved from its position, the outhouse had been destroyed, and a large boulder had somehow been forced into the trommel.That was enough for the crew. The operation was abandoned, the men quit, and Charles was taken downriver to a clinic after the ordeal.Fred walks us through the full account and the strange chain of events that left two experienced men convinced that whatever had been tearing apart that mining camp wasn't another person. For more of Fred's stuff, check out his channel at the link below. SubArctic Alaska Sasquatch YouTube ChannelEmail BrianJoin Our FREE NewsletterGet Brian's Books Leave Us A VoicemailVisit Our WebsiteBecome a supporter of this podcast: https://www.spreaker.com/podcast/sasquatch-odyssey--4839697/support.Have you had a Bigfoot encounter, Sasquatch sighting, Dogman experience, or other cryptid or paranormal encounter? We'd love to hear your story. Email brian@paranormalworldproductions.com to be featured on a future episode of Sasquatch Odyssey.Sasquatch Odyssey is a leading Bigfoot and cryptid podcast exploring real encounters, field research, and scientific analysis of the Sasquatch phenomenon.Follow the show and turn on automatic downloads so you never miss an episode.
This interview is disseminated on behalf of Goldgroup Mining Inc.Goldgroup Mining (TSXV: GORO | NYSE American: GORO | FSE: 55G0) Chairman and Interim CEO Javier Reyes de la Campa provides an update following the company's business combination with Gold Resource Corporation.Javier highlights Goldgroup's producing assets, ongoing exploration in Mexico, plans to restart the San Francisco Gold Project, and its strategy for building a mid-tier precious metals producer.Learn more: https://goldgroupmining.comWatch the full YouTube interview here: https://youtu.be/02nRAyF0hxc?si=gbW4AOTEYsqZOQH9And follow us to stay updated: https://www.youtube.com/@stockstowatchofficial
with Brad Friedman & Desi Doyen
Affected mining communities are appearing before Parliament today to demand a formal inquiry into a century of environmental damage and economic debt. Leading the "100 Year Debt Campaign", the groups are presenting their case directly to the Portfolio Committee on Mineral and Petroleum Resources. They are calling for an immediate investigation into corporate exits, abandoned shafts, and failed land rehabilitation. We spoke to Mining Affected Communities United in Action, MACUA Executive Director, Christopher Rutledge.
In this week's public lands news briefing, we are covering three main stories:1. Minnesota's Governor Tim Walz signed an executive order using the power he has to help protect the Boundary Waters Canoe Area Wilderness, but the fight is not over yet. This action is somewhat complicated and has caused some confusion, so I break down what it really means and what we need to do next.2. Mining claims have been staked in Grand Staircase-Escalante and Bears Ears National Monuments in Utah following Trump's reduction in monument size ft. Autumn Gillard, a Southern Paiute and coordinator of the Grand Staircase-Escalante Inter-Tribal Coalition.Grand Staircase-Escalante Inter-Tribal Coalition: https://grandstaircasecoalition.org/ 3. Bulldozers have been at work in Big Bend National Park, but further destruction was recently paused. The fight is far from over to protect the Big Bend region as a whole from this border wall construction ft. Christina Hernandez, director of the People of La Junta for Preservation and executive director of the Big Bend Conservation Alliance.People of La Junta: https://www.peopleoflajunta.org/Big Bend Conservation Alliance: https://www.bigbendconservationalliance.org/ ------------------Instagram: https://www.instagram.com/outdoor.minimalist.book/ YouTube: https://www.youtube.com/@theoutdoorminimalist Website: https://www.theoutdoorminimalist.com/ Buy Me a Coffee: https://buymeacoffee.com/outdoorminimalist Listener Survey: https://forms.gle/jd8UCN2LL3AQst976 ------------------Episode Sourceshttps://mn.gov/governor/newsroom/executive-orders/ https://www.savetheboundarywaters.org/what-governor-walzs-executive-order-means-future-boundary-waters https://www.pbs.org/newshour/politics/trump-administration-pauses-border-construction-project-in-big-bend-national-park https://www.texastribune.org/wp-content/uploads/2026/08/Big-Bend-lawsuit-People-of-La-Junta.pdf https://biologicaldiversity.org/programs/public_lands/pdfs/034-Pls-Emergency-Mot.-for-TRO-or-PI.pdf https://westernpriorities.org/2026/08/mining-claims-filed-on-land-removed-from-utah-monuments/
Radisson Mining finds a new investor in Agnico Eagle. There are new drill results out from Hot Chili. Enduro Metals has concluded its drill campaign at the Andrei Target. Silver Bow is acquiring the Jefferson County Metallurgical Complex in Montana. Ivanhoe Electric received an update from Export-Import Bank. Gold Hart reported geochem results from Nessa. Talisker sends ore to Taiwan.This episode of Mining Stock Daily is brought to you by... Revival Gold Vizsla SilverEquinox GoldIntegra Resources
Recorded underground at the University of Arizona's San Javier Underground Mining Laboratory during the 48th Annual Intercollegiate Mining Games, this episode of Mining Minds features Robbie Yordt, a systems engineering student building a path into mining engineering. Robbie grew up in San Diego with a love for the outdoors, Scouts and hands-on learning. He entered college interested in aerospace and mechanical engineering, but an invitation to an SME student meeting - and the welcoming mining community he found there - changed the direction of his education and career. He shares what attracted him to mining, including the people, the scale of the work and the industry's commitment to safety. Robbie also explains his student-operations role at San Javier, his crushed-stone internship experience in Southern California and his upcoming underground engineering internship with Redpath at South32's Hermosa project. IN THIS EPISODE · How SME and MineXchange introduced Robbie to the mining industry · Why exposure can matter more than experience for the next generation · The importance of authentic mining outreach and storytelling · Hands-on student learning inside the San Javier underground laboratory · What systems engineering can contribute to mining operations and equipment · Robbie's goals for a career built around good people, meaningful work and time outdoors YouTube- https://youtu.be/qza7xFpIKNU EPISODE SPONSORS Safety First Training & Consulting - https://safetyfirstelko.com Walsh Reclamation, Inc. - https://walshreclamationinc.com Motor Mission Machine & Radiator - https://www.motormission.com Learn more about Mining Minds and explore additional episodes at https://miningmindsllc.com. Content advisory: This episode contains explicit language. Listener discretion is advised. Chapter titles and short notes 00:00 Cold Open: Learning Through Failure Robbie discusses making mistakes safely while gaining hands-on experience. 01:45 Meet Robbie Yordt Meet the systems engineering student building his future in mining engineering. 03:09 San Diego Roots and the Outdoors Robbie shares how Scouts, camping and outdoor leadership shaped his interests. 06:02 From Aerospace to Mining An SME student meeting and MineXchange changed Robbie's career direction. 08:21 Mining's People, Scale and Safety The camaraderie, equipment and safety culture that attracted Robbie to mining. 15:36 Reaching the Next Generation Why students need accessible opportunities to explore mining at their own pace. 17:04 Marketing Mining Authentically Using real people, images and stories to introduce mining without forcing the message. 23:25 Internships and the Hermosa Project Robbie discusses crushed-stone operations and his upcoming Redpath internship. 25:54 Student Operations at San Javier Hands-on learning, student access and underground projects at the laboratory. 31:26 Systems Engineering and Robbie's Future Robbie explains systems engineering and shares his equipment interests and career goals.
This interview is disseminated on behalf of Buffalo Potash Corp.Buffalo Potash Corp. (TSXV: BUFF | OTCQB: BLPTF | FRA: VU5) President and COO Quinton Hardage, P. Eng., PMP, presents the company's strategy for advancing the Disley Project in Saskatchewan.He discusses Buffalo's patented Horizontal Line Drive Selective Solution Mining technology, ongoing development of its 125,000-tonne-per-year Initial Production Module, and plans to scale production following its successful implementation.Learn more: https://www.buffalopotash.ca/Watch the full YouTube interview here: https://youtu.be/t0pIAWu0xDgAnd follow us to stay updated: https://www.youtube.com/@stockstowatchofficial
Send us Fan MailAgency growth gets expensive when every new client replaces one who just left. Brett Linnenkohl, fractional COO and founder of Evergreen Strategic Systems, and Josh Koeller, co-founder of The Customer Profit Engine, join Dr. William Attaway to unpack a more useful way to manage customer churn. Their work helps account managers move beyond subjective health-color ratings by finding the signals already buried in calls, CRM activity, support, and customer conversations. They share how a pilot reduced churn by four percentage points in ninety days, why proactive coaching produces stronger client relationships, and how the right data can uncover retention and expansion opportunities before a customer has one foot out the door.Chapters 00:00 Welcome and why retention matters 02:45 From fractional COO to customer focus 07:20 The three numbers agencies miss 09:02 Turning customer health into data 14:05 The problem with CRM notes 20:29 Connecting Slack, calls, and email signals 22:06 Pilot wins a $6K upsell 26:04 Escaping the churn treadmill 29:19 Proactive coaching beats reactive firefighting 31:10 Beyond agencies, MSP, solar, and more 35:18 Coaching CSMs without breaking trust 41:37 Mining past churn for hidden revenue 45:39 Beta offer guarantee and next stepsConnect with Brett and Josh Explore the Customer Profit Engine and the Account Manager Profit Accelerator at customerprofitengine.com. Connect with Brett Linnenkohl and Josh Koeller on LinkedIn.I want to invite you to check out the Committed Mastermind, a community I help lead along with world-class leaders like JC and Karen Hite, Vinnie Fisher, and Jonathan Mast, plus incredible mentors like Dr. Gary Chapman, author of The 5 Love Languages, and many others.This is for entrepreneurs who want to build a thriving business without sacrificing their faith, their family, or their health.Check out the Committed Mastermind at https://committedmastermind.com/---- Check out Dr. William Attaway's new show, The Appreciation at Work Podcast! Join Dr. William Attaway on the Catalytic Leadership podcast as he shares transformative insights to help high-performance entrepreneurs and agency owners achieve Clear-Minded Focus, Calm Control, and Confidence.Free 30-Minute Discovery Call:Ready to elevate your business? Book a free 30-minute discovery call with Dr. William Attaway and start your journey to success.Connect with Dr. William Attaway:WebsiteLinkedInFacebookInstagramTikTokYouTube
Collective Mining Executive Chairman Ari Sussman joins Trevor Hall to discuss the company's move to the Nasdaq and why Colombia's new pro-growth government could open an important window for mine development. Ari outlines the path toward a maiden resource estimate for the Apollo system in September, followed by accelerated permitting and a potential construction decision later this decade. The conversation also covers development of the exploration adit toward Apollo, the significant discovery potential at Trap and Plutus, and how that underground infrastructure could eventually become part of a future mining operation. Finally, Ari discusses Collective's relationship with local communities and the company's response following the recent earthquake in western Colombia.
An executive order Gov. Tim Walz signed Tuesday blocks copper mining near the Boundary Waters Canoe Area. But whether the ban becomes permanent could depend on Walz's successor.El Niño is strengthening quickly, according to NOAA, and that could have big implications for Minnesota's upcoming winter.A federal judge will hear arguments Wednesday on a request to upend Minnesota's new law banning use of AI to create certain nude images. The law passed this year seeks to punish use of AI technology that permits creation and distribution of fake images of people naked without their consent.Minnesota and U.S. vaccination rates declined while exemptions are at a record high, according to new data from the CDC.A new MPR News and APM Reports investigation is having a political impact in Liberia.
Stephen speaks to DRDGOLD CEO Niël Pretorius about a strong FY2026 performance, with operating profit up 83% to R6.5 billion, headline earnings rising 89% to R4.3 billion and free cash flow climbing 85% to R2.3 billion. Gold production reaches 4,839kg, while the company remains debt-free with R2.8 billion in cash. In other interviews, speaks to Nhlanhla Nene about his appointment as chairperson of the Financial and Fiscal Commission, where he takes on a five-year term advising Parliament, provincial legislatures and local government on financial and fiscal matters. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen speaks to DRDGOLD CEO Niël Pretorius about a strong FY2026 performance, with operating profit up 83% to R6.5 billion, headline earnings rising 89% to R4.3 billion and free cash flow climbing 85% to R2.3 billion. Gold production reached 4,839kg, while the company remains debt-free with R2.8 billion in cash. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Rep. Pete Stauber authored the bill that reauthorized mining near the BWCA in Northern MN. He joins Jason to react to the Governor trying to shut that down via executive order. As you'd imagine, he's not happy.
On Tuesday's Drivetime with DeRusha... 3pm Hour: Jason talks about the Governor's executive order to stop mining near the BWCA that was recently reauthorized. Is anybody else tired of MN saying "no" to business? Plus, Rep. Pete Stauber who fought to get that reauthorization joins Jason to react. 4pm Hour: Jason is joined by attorney Joe Tamburino to talk about the MN AG's lawsuit against TX to get them to extradite an ICE Agent who's in their custody and is facing charges back here in Minnesota. Then he's joined by Brenna Bobendrier, farmer relations manager with Midwest Dairy to talk about prepping for the State Fair on DeRusha Eats! 5pm Hour: Jason talks about TPT rebranding to MN PBS and is annoyed that everything in MN has to be named after the whole state. Then he talks about his kids being home before they head back to college - and just how many kids are coming back home AFTER college.
Gov. Tim Walz issued a state executive order Tuesday prohibiting copper-nickel mining over about 350 square miles in the Rainy River watershed in northeast Minnesota. The action comes just four months after Congress voted to overturn the Biden-era mining ban in the region.Duluth-based reporter Dan Kraker joined Minnesota Now to help us sort through it all.
John Maytham speaks to Peter Bruce about South Africa’s industrial policy, the government’s push for reindustrialisation and where Bruce believes the country should focus its economic efforts instead. Afternoon Drive with John Maytham is the late afternoon show on CapeTalk. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30 pm. CapeTalk fans call in to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Governor Walz is making sure of that. Reaction to the breaking news from the Executive Director of the Friends of The Boundary Waters, Ingrid Lyons on the WCCO Morning News
Bongani Bingwa speaks to Advocate Tsietsi Sebelemetja, Chief Director of Legislative Development and Implementation at the Department of Justice and Constitutional Development, about the government’s plans to introduce tougher laws to tackle illegal mining. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio7See omnystudio.com/listener for privacy information.
This Week In Startups is made possible by: Northwest Registered Agent https://northwestregisteredagent.com/twist DigitalOcean https://do.co/twist Odoo https://Odoo.com/twist Today's show: We've been going deep on Bittensor and how it works all year on TWiST, meeting with the creators of some of our favorite subnets, and exploring how the system decentralizes inference, compute, and storage. Now, on this very special episode, Jason and Lon welcome Bittensor co-founder Jason Steeves (aka "Const") to the show. He gives us a quick tour of the project's first principles, before diving into how subnets incentivize miners to contribute, how dTAO turned the creation of subnets into its own competition, how Const says he employs "the internal machinery of capitalism" to rank subnects, and his latest project, Subnet 120 (aka Affine). Find out what the OpenTensor Foundation actually does, go inside the Templar controversy, and learn why Const is trying to make himself increasingly irrelevant. Guest Jacob Steeves on X: https://x.com/const_reborn Bittensor: https://www.bittensor.com/ Affine: https://affine.io/ Relevant Links Original Bittensor whitepaper: https://bittensor.com/whitepaper Bittensor governance and documentation: https://www.bittensor.com/docs Beginner's Guide to Dynamic TAO: https://www.tao.media/the-complete-beginners-guide-to-dynamic-tao-dtao/ Prime Intellect: TOPLOC: https://www.primeintellect.ai/blog/toploc Engy (SN53): https://engy.ai/ Lium (SN51): https://www.lium.io Targon (SN4): https://targon.com/ Templar (SN3): https://www.tplr.ai/ Hippius (SN75): https://hippius.com/ MakerDAO: https://makerdao.com/ Stillcore Capital: https://stillcorecapital.com/ Timestamps: 0:00 The origin of Bittensor (and the name Const) 10:48 Northwest Registered Agent - Get more when you start your business with Northwest. In 10 clicks and 10 minutes, you can form your company and walk away with a real business identity — Learn more at https://northwestregisteredagent.com/twist 13:55 From Bitcoin mining to mining intelligence 19:33 DigitalOcean - Head to https://do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 30:17 Odoo - The all-in-one business platform. Get started for free at https://Odoo.com/twist 32:37 What is a subnet? 33:35 Forcing honest inference from bad actors 37:14 Building a subnet is harder than it looks 40:42 Understanding dTAO 51:57 Where the registration TAO actually goes 1:02:57 All about the Conviction "rug pull" 1:15:19 How Const is making himself irrelevant 1:17:33 The "Buy One TAO" philosophy Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com
Mining Americas CEO Darren Blasutti joins Trevor Hall to review Q2 results from the Pan Mine and explain why higher gold prices, the removal of legacy hedges, and stronger production expected in Q4 should improve cash flow in the second half of the year. The conversation also covers construction progress at Copperstone, the company's plan to fund development with minimal dilution, and the latest permitting outlook for Cerro de Oro in Mexico.
Interview with Campbell Baird, CEO of Asante GoldRecording date: 13th August 2026Asante Gold Corporation is working through an operational and leadership reset four months into Campbell Baird's tenure as Acting CEO, following the retirement of predecessor Dave Anthony. The company's investment case for 2026 hinges less on new catalysts than on execution against an already-disclosed plan: converting roughly $50 million of deferred or cancelled capital expenditure, combined with a narrower project focus, into the guided 275,000-300,000 ounce production range at an AISC of $3,200-$3,600 per ounce for the full year.The two operating assets are pulling in different directions operationally. Chirano has provided stability throughout 2026, delivering a consistent 10,000-11,000 ounces monthly even as Bibiani absorbed the impact of a January wall slip and an extended, costly stripping campaign in its Main Pit. Bibiani's ore has also proven more sulfidic than originally modelled, prompting a shift toward roughly 50% flotation processing and a sulfide recovery plant now being tied into the wider circuit - a process Baird estimated was roughly two months from completion.The key catalyst for H2 2026 performance is grade: Bibiani's head grade is expected to move from approximately 1.3-1.4 g/t over the past six months toward a targeted 1.7-1.8 g/t as mining progresses deeper into the Main Pit, directly underpinning the guided cost reduction weighted to Q4.On the resource side, Asante's 5 August NI 43-101 update showed combined Measured and Indicated Resources of 4.6 million ounces across both operations - effectively flat against December 2023 levels despite more than 430,000 ounces of production in the interim. Chirano's resource base grew materially (+443,000 ounces M&I since December 2023), supporting a seven-year mine life, while Bibiani's declined 17% on constrained exploration spend and open-pit depletion, even as its Main Pit is interpreted as geologically open to roughly 1,400 metres against only ~600 metres of current definition. The company frames the broader 80-kilometre Chirano-Bibiani Corridor as structurally comparable to far larger, more extensively drilled greenstone belts (Lefroy-Boulder, Abitibi), with a $23.4 million exploration budget allocated for 2026.On costs, management's own framing is notably conservative: Baird explicitly ruled out sub-$2,000/oz AISC as a credible near-term outcome, targeting below $3,000/oz only as a longer-term objective. This tempers what might otherwise be an overly optimistic reading of the company's cost trajectory, and is worth weighing against the wider sector-level cost inflation (diesel, labour, supply chain) that Baird cited as affecting gold producers broadly, not just Asante.The clearest risk flag for investors is guidance continuity: Asante's prior annual production target of 400,000-500,000 ounces remains formally withdrawn, with management stating directly it is not planning to reinstate it. The 275,000-300,000 ounce 2026 range should be treated as the only current, company-sanctioned figure.View Asante Gold's company profile: https://www.cruxinvestor.com/companies/asante-goldSign up for Crux Investor: https://cruxinvestor.com
Interview with Mark Selby, CEO of Canada NickelOur previous interview: https://www.cruxinvestor.com/posts/nickels-next-chapter-tight-supply-steady-demand-and-higher-price-floors-11311Recording date: 13th August 2026Canada Nickel Company Inc. (TSXV:CNC) has reached a milestone that few Canadian mining developers achieve: a positive federal decision statement for its 100%-owned Crawford Nickel-Cobalt Sulphide Project, the first project to complete Canada's Impact Assessment Act process from application through to decision since the legislation came into force in 2019. CEO Mark Selby frames the approval as a de-risking event on three fronts: it differentiates Crawford from peer projects still mid-permitting when courting strategic partners; it removes a major source of hesitation for larger institutional investors who had been waiting on permitting clarity; and it strengthens Canada Nickel's standing with government funding bodies already engaging with the company.That standing is reflected in Crawford's selection as one of five projects referred to the federal Major Projects Office, the earliest-stage project among that group, and as one of three projects named to Ontario's One Project, One Process fast-track framework, alongside a Thunder Bay lithium project and Kinross's Great Bear gold project.On financing, Selby laid out a capital stack in which government-linked sources do much of the heavy lifting. Of the approximately $1 billion in equity Canada Nickel needs to build Crawford, $600 million is covered by refundable investment tax credits, and a further $100 million comes from a Samsung commitment. The company is working with Scotiabank and Deutsche Bank on an additional $100-200 million through a further project stake sale or structured offtake financing. On the debt side, a letter of intent from Export Development Canada is progressing toward a term sheet, backed by four years of dialogue with global export credit agencies, and a roughly two-month-old mandate with Scandinavian bank SB1 Markets is intended to produce a bridge facility that draws on tax credits during construction rather than after.The company closed a $20 million financing overnight ahead of this interview, taken up entirely by a single family office, and separately upsized a non-brokered private placement on from C$15.0 million to up to C$21 million in gross proceeds, scheduled to close around August 28, 2026. Selby flagged further financing initiatives expected in October and November 2026.With funding in hand, Canada Nickel is moving into detailed engineering and long-lead procurement, targeting a construction decision by mid-2027 and breaking ground by the end of that year, a schedule that has slipped from the year-end 2026 target in Crux's earlier coverage. Seasonal construction constraints in the Abitibi region mean any further delay risks pushing activity into the following year's window.Beyond Crawford, Selby pointed to the Reid Nickel Sulphide Project, roughly 39 kilometres northwest of Timmins, where August 2026 drilling returned the highest-grade intervals reported to date: 1.01% nickel over 4.5 metres within a broader 576.6-metre interval averaging 0.29% nickel. Reid's current resource stands at 0.87 billion Indicated tonnes and 1.45 billion Inferred tonnes, part of what Selby describes as a wider Timmins Nickel District pipeline behind Crawford.View Canada Nickel's company profile: https://www.cruxinvestor.com/companies/canada-nickelSign up for Crux Investor: https://cruxinvestor.com
Interview with Darrin Campbell, President & CEO of Namibia Critical Metals Inc.Our previous interview: https://www.cruxinvestor.com/posts/namibia-critical-metals-tsxvnmi-japan-backed-path-to-dfs-in-q2-2027-9891Recording date: 13th August 2026Namibia Critical Metals (TSXV:NMI) has reached a pivotal moment in the development of its Lofdal Heavy Rare Earth Project in Namibia. In July 2026, the Japan Organization for Metals and Energy Security (JOGMEC) and Toyota Tsusho Corporation completed a C$23 million earn-in commitment, roughly 18 months ahead of the original March 2028 schedule, securing a combined 50% participating interest in the project. The two partners formed TJ Namibia Rare Earths Corporation (TJNREC) to hold that interest, and JOGMEC has separately committed up to C$47.668 million (approximately ¥5.5 billion) to capitalise the new entity, funding Lofdal through Definitive Feasibility Study completion and toward a Final Investment Decision.Critically, all project funding from this point forward is structured as non-interest-bearing, non-dilutive Pre-FID Capital Funding - a mechanism CEO Darrin Campbell described as a temporary free carry that removes near-term financing risk without forcing Namibia Critical Metals to make a dilution decision until FID itself. The company retains the option to participate at up to 45% ownership or dilute to a carried floor of 21%, with management signalling a preference to retain maximum exposure given the project's economics.The economics, laid out in a December 2025 PFS, show a 13-year mine life producing 2,000 tonnes of total rare earth oxide annually, including significant dysprosium, terbium and yttrium output. A base case using moderate pricing generates a $275 million after-tax NPV and 19% IRR on $348 million of capex; a divergent case reflecting the elevated non-Chinese pricing seen over the past 18 months delivers a $748 million after-tax NPV and 35% IRR. Campbell noted current market conditions increasingly resemble the divergent scenario.Technical work continues in parallel. A 13,000-metre, 83-hole drill programme launched in June 2026 is targeting a maiden resource at the Area 5 xenotime system, the project's first deep test hole at Area 4 to approximately 800 metres for underground mining studies, and infill drilling at Area 2B. SGS has been awarded pilot-scale flotation and hydrometallurgical testwork contracts aimed at producing separated - rather than mixed - light and heavy rare earth products, which Campbell said better matches offtaker demand. A DFS completion target of Q3 2027 is intended to lead into an FID shortly after.Despite this de-risking and the depth of sovereign-industrial backing, Campbell argues the market continues to price Lofdal as an early-stage exploration story, at roughly 0.15-0.2x price-to-NAV versus 0.4-0.8x for comparable PFS/DFS-stage peers. He attributes the gap to thin liquidity, minimal institutional coverage as the company has not needed to raise meaningful capital in six years due to JOGMEC funding, and market confusion over the earn-in's dilution mechanics. Final offtake pricing terms with the Japanese consortium remain under negotiation, representing a further catalyst to watch as the project approaches FID.View Namibia Critical Metals' company profile: https://www.cruxinvestor.com/companies/namibia-critical-metals-incSign up for Crux Investor: https://cruxinvestor.com
Interview with Keith Henderson, President & CEO of Latin MetalsOur previous interview: https://www.cruxinvestor.com/posts/latin-metals-tsxvlms-the-prospect-generator-model-few-juniors-follow-10250Recording date: 14th August 20206Latin Metals Inc. (TSXV:LMS) has added a third active partner-funded project to its portfolio with an ongoing agreement with Minsur, a private Peruvian mining company already in a 75/25 joint venture with Newmont on adjacent ground to cover the Lacsha copper-molybdenum porphyry project in southern Peru.Under the deal outlined by CEO Keith Henderson, Minsur can earn an initial 75% interest in Lacsha by completing 60,000 metres of drilling over six years and paying Latin Metals approximately $2.5 million in cash, a commitment Henderson estimated at roughly C$40 million in Minsur-funded exploration spending. Once that threshold is met, Minsur holds a time-limited option to acquire the remaining 25% for C$28 million which would leave Latin Metals with a 2% net smelter return royalty. Minsur separately holds a three-year option to buy 1% of that royalty for a further $20 million. Combined, Henderson said, the structure could deliver a little over $42 million in cash coming into the company.Latin Metals generated Lacsha internally, spending approximately $900,000 (CAD) on staking, mapping, geochemistry and geophysics before bringing in a partner - notably more than the company's typical $200,000-$300,000 generative budget per project, which Henderson attributed to years of incremental exploration work culminating in a stronger-than-usual technical package. Lacsha's location directly south of Minsur's existing Newmont joint venture ground gives the new partner a clear strategic rationale to test the structural and geochemical extension onto Latin Metals' claims.The Lacsha deal brings Latin Metals' total under-contract partner investment to approximately $120 million, spanning Lacsha, Cerro Bayo and La Flora (Daura Gold), and Zaha (Moxico Resources), all funded externally against a corporate budget Henderson described as flat at $3 million per year. Management is targeting further deals across the remaining pipeline including Organullo, Crosby and an Argentine sediment-hosted copper package during 2026, which it expects could push cumulative under-contract investment toward $150-180 million.Near-term catalysts sit with the Argentine silver-gold assets rather than Lacsha itself: Daura Gold's Phase II drill programme at Cerro Bayo is scheduled for Q3 2026, alongside the first drill test of the high-grade La Flora vein system, where surface sampling has returned grades as high as 82 g/t gold and 1,239 g/t silver historically. Combined partner-funded drilling across the portfolio is expected to reach approximately 18,000 metres in 2026.On financing, Henderson said Latin Metals expects roughly C$1.8 million from warrant exercises in September 2026, with warrants priced at 15 cents against a share price near 25 cents, a gap management is relying on to avoid raising additional equity capital through 2026 and 2027. As with all early-stage option structures, the eventual scale of Lacsha's payoff depends on drill results Latin Metals will not itself control, since the company does not intend to operate the project once Minsur's drilling begins.View Latin Metals' company profile: https://www.cruxinvestor.com/companies/latin-metalsSign up for Crux Investor: https://cruxinvestor.com
Interview with Nick Appleyard, CEO, TriStar GoldOur previous interview: https://www.cruxinvestor.com/posts/tristar-gold-tsxvtsg-legal-resolution-could-unlock-100m-in-shareholder-value-8034Recording date: 13th August 2026TriStar Gold Inc. (TSXV: TSG) is a Brazil-focused gold developer whose sole asset, the Castelo de Sonhos project in Pará State, presents one of the more striking valuation disconnects among development-stage gold names in the Americas. The May 2025 pre-feasibility study update outlines 1.4 million ounces of probable reserves at 1.1 g/t gold, with total indicated and inferred resources of 2.5 million ounces inclusive of reserves. At the study's $2,200/oz gold base case, the project generates a post-tax internal rate of return of 40% and a post-tax net present value of $603 million against initial capital of approximately $296 million, rising to a 72% IRR and $1.35 billion NPV at $3,200/oz gold. Mining is shallow open pit with 98% recovery and no sulphides, and the deposit remains open along an approximately 19km strike of mineralised conglomerate reef.Despite those economics, TriStar's market capitalisation stood at just C$63.6 million as of end-July 2026, a valuation that puts the company at roughly $20 per ounce of measured and indicated resource against a peer median near $94/oz, and 0.02x price-to-net-asset-value against a 0.3x peer median, according to company-compiled comparables. Management attributes the gap almost entirely to a federal civil action, initiated by the Federal Public Prosecutor's Office (MPF) and Brazil's National Foundation of Indigenous Peoples (FUNAI), arguing that TriStar's state-level environmental permit should instead have gone through a federal process involving an Indigenous Component Study and formal consultation with Kayapó communities in the region. TriStar and the State of Pará dispute this, arguing the project never triggered the thresholds that would require federal-level permitting. Critically, the underlying Licença Prévia (LP) permit remains valid; courts have rejected every injunction request against it, and the case is currently in an evidentiary phase awaiting a judge's ruling.CEO Nick Appleyard has stated a target of reaching a negotiated resolution, under which TriStar would retain its permit while voluntarily completing indigenous studies ahead of construction, before the end of 2026, with the market potentially taking a further three to six months to fully reflect that outcome. In the interim, the company is planning a drill programme around the high-grade Esperança South zone, expected to mobilise around October 2026, intended to support an eventual feasibility study.Beyond a standalone build, TriStar maintains an active data room with what management describes as roughly half a dozen Brazil-based candidates plus international parties, positioning the asset as a plausible acquisition target once the legal overhang clears. The company holds approximately US$10 million in cash against 397.5 million shares issued.Learn more: https://www.cruxinvestor.com/companies/tristar-gold-incSign up for Crux Investor: https://cruxinvestor.com
In this episode we chat to Richard Bowley, who is a highly experienced mining executive who has spent more than 20 years leading projects across emerging markets. We discuss and explore the realities of delivering mining projects in challenging jurisdictions, the importance of leadership, governance and ESG, why projects run over budget and behind schedule, and the lessons Richard has learned from advising companies, investors and governments throughout his career. KEY TAKEAWAYS Cultural integration and local relationship-building are just as critical to project survival in emerging markets as technical engineering. Front-end engineering investment during feasibility studies prevents massive downstream capital blowouts and schedule delays. Governance failures undermine entire ESG efforts, as a lack of transparency quickly erodes trust with host governments and local stakeholders. Owner teams must empower appointed EPC/EPCM contractors to execute their roles rather than micromanaging and hindering project delivery. BEST MOMENTS "Look at your feet... You're not in London now. So whatever you think you know, park it." "If you just go into a country and think it's about technical delivery, you will fail. 100%." "10% extra on engineering at the front end of any feasibility study, for me, is critical." "Everything you do well instantly becomes destroyed because if the governance aspects of a project or a business in any country become questionable, that trust that you've built... just gets torn down." VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org GUEST RESOURCES https://www.linkedin.com/in/richard-bowley-842ba818/ CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/
Episode: 1616 Ivan Polzunov and early Russian steam engines. Today, the steam engine comes to Russia.
August 12, 2026Two Trump-endorsed candidates have lost their primary races as Trump's approval ratings continue to slide, Former Vice President Dick Cheney's cardiologist has written that the White House needs to address concerns over Trump's apparently compromised health, Trump's power, internationally, has been weakened by his inability to end his war on Iran, As his popularity slips, Trump appears to be collapsing his circle to a few people who are close to him personally, He left Marco Rubio on the decoy plane when he left Türkiye, Conditions on the USS Abraham Lincoln have deteriorated to the point that sailors have taken to self harm, Spending on White House renovations and vanity projects has skyrocketed, taking funds away from needed maintenance to the National Parks, Mining conglomerate Energy Fuels, with close ties to the Trump administration, is being accused of insider trading, Mike Lindell is refusing to concede his loss in the primary election in Minnesota.Watch today's recording here: https://www.youtube.com/live/g9TUa1Rwd6U?si=T8_KKcHQZElhpnZ-Get full, free access to Letters from an American here: https://heathercoxrichardson.substack.com/subscribeYou can also find me:Bluesky: https://bsky.app/profile/hcrichardson.bsky.socialInstagram: https://www.instagram.com/heathercoxrichardson/?hl=enFacebook: https://www.facebook.com/heathercoxrichardson/YouTube: https://www.youtube.com/@heathercoxrichardson Get full access to Letters from an American at heathercoxrichardson.substack.com/subscribe
Dana Samuelson joins us to share about a secret golden opportunity to protect your wealth! We also talk central bank buying, inflation, interest rates, and the growing role of precious metals as an alternative store of value. He explains why central banks have shifted from decades of selling gold to becoming major buyers, how Basel III could support gold demand, and why recent price gains may be entering a consolidation phase. We also explore silver's industrial demand from solar panels, electronics, data centers, and potential EV battery technology, along with its growing physical supply deficit. Dana shares his views on precious metals investing, comparing physical bullion, ETFs, mining stocks, and collectible coins, while highlighting opportunities in mining companies and the importance of buying legitimate sovereign-minted products from reputable dealers due to counterfeiting concerns. We discuss... Central banks have shifted from being net sellers of gold to major buyers, increasing demand for precious metals. Gold is increasingly viewed as a way for countries to diversify away from the U.S. dollar and avoid counterparty and sanctions risk. Gold has maintained purchasing power over the long term despite significant periods of volatility and consolidation. Precious metals markets can experience short-term price distortions because they are relatively small and susceptible to large speculative positions. Silver is more volatile and speculative than gold but has strong long-term industrial demand. A persistent physical supply deficit and the difficulty of increasing silver production could support higher prices over time. The gold-to-silver ratio has fallen significantly as silver has recently outperformed gold. Mining companies may offer significant upside because many remain undervalued despite strong cash generation from higher precious metals prices. Investors can gain precious metals exposure through physical bullion, ETFs, mining stocks, and collectible or graded coins. Sovereign-minted coins from established mints can offer advantages over refinery-made bars because of counterfeiting concerns and easier resale. Investors should work with established and reputable precious metals dealers when purchasing physical gold and silver. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/secret-golden-opportunity-dana-samuelson-842
Episode: 1615 On learning to use coal. Today, we learn why we shouldn't bring coals to Newcastle.
In this week's long-form episode of Mining Stock Daily, Trevor Hall is joined by Jared Dillian of The Daily Dirtnap and Chris Berry of House Mountain Partners and The Power Current.Jared discusses his new book, The Awesome Portfolio, and why he believes investors are taking far too much risk by concentrating their wealth in equities. He lays out his approach to building a lower-volatility portfolio across stocks, bonds, gold, real estate and cash—and explains why he believes gold deserves a 20% allocation. Jared also weighs in on the recent move in gold, the outlook for interest rates and bonds, AI-driven capital spending, and what could surprise markets this fall.In the second half, Chris Berry joins Trevor to break down the billions of dollars in new U.S. government support for critical minerals following a White House mining roundtable. They discuss where the capital is going, the growing role of government equity and conditional loans, whether Wall Street will follow Washington into mining, and why midstream processing remains one of the biggest missing pieces of the Western critical-minerals strategy. They also examine price floors, vertical integration, investment in U.S. mining schools, and whether today's critical-minerals policies can survive a change in political leadership.Pre-order Jared Dillian's new book, The Awesome Portfolio:https://www.amazon.com/Awesome-Portfolio-stress-free-approach-investing/dp/1804094099______Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform HERE______This episode of Mining Stock Daily is brought to you by... Revival Gold Vizsla SilverEquinox GoldIntegra Resources
Magna Mining CEO Jason Jessup joins Mining Stock Daily to break down a landmark Q2 2026. It was a quarter that saw the company swing from nearly $20 million in the red to positive free cash flow, driven by record tonnage, strong grades, and disciplined cost control at McCreedy West. Jason digs into the exciting R2 Footwall Zone discovery at Levack, where the advancing 2950 Level drift is now within striking distance of what he calls the most exciting exploration target in the company's portfolio, with early mining potentially beginning as early as Q1 2027. He also addresses the higher treatment and refining charges in the quarter, explaining a retroactive contract adjustment with Vale that he expects to normalize — and provide a net benefit — going forward.
n August 2026, eCash (ECX) comes out in its alpha phase: leading up to a final complete rollout on October 31st 2026, Bitcoin's 18th birthday. To better explain how this process will take place and why every bitcoiner should try BIP300 this Halloween, Paul Sztorc joins the show for a record-breaking 11th time! Time stamps: 00:01:17 – Welcome: Paul Sztorc for the 11th time, a new record 00:01:42 – Four months since the hard fork announcement 00:02:00 – The three phase rollout: alpha, beta, October 31st mainnet 00:02:25 – Why the launch was delayed: summer, Coldcard hack, BIP 110 00:03:04 – Practice runs: 1,000 test coins convert to 10 real eCash 00:03:55 – Alpha & beta as successors to the drivechain testnet 00:04:25 – How to claim: your Bitcoin private key & splitting transactions 00:04:42 – The fast facts GitHub repo & replay protection 00:05:07 – Why most people should not type in their main keys 00:05:27 – Mining or buying: the other ways to get eCash 00:06:04 – Mining the alpha with SHA-256D hardware 00:06:35 – The 1000:10 conversion threshold explained 00:06:51 – Why old hardware (S9s, Bitaxes) can be profitable again 00:07:17 – The launch difficulty debate: from "difficulty 1" to real data 00:08:14 – Alpha & beta as a glimpse of future price and hash rate 00:09:34 – The other fork's struggles vs planning ahead 00:10:03 – Call to action: withdraw from exchanges, accumulate BTC 00:10:24 – The network only recognizes one owner of the coin 00:10:46 – Self custody advice in a tough summer 00:11:24 – eCash vs BIP 110: honest hard fork vs 100% hash rate claims 00:12:13 – Name picking, PoW changes & the train wreck 00:13:00 – From 5 to 7 to 12 drivechains 00:13:30 – The giveaway announcement & the sponsors 00:16:07 – Thunder: scaling to 8 billion people 00:16:32 – zSide: Zcash Orchard privacy on a drivechain 00:16:48 – BitNames, BitAssets, prediction markets, CoinShift 00:17:17 – Two EVM flavors, an OP_CAT chain & a post-EVM science project 00:18:12 – Elements Plus: Blockstream's own tech, completed by the community 00:19:26 – "How many Lightning implementations at launch?" "Hopefully zero" 00:20:11 – Lightning is a dead project, the evidence is overwhelming 00:20:45 – The giveaway: Paul picks 10, the chat said 77 00:21:17 – Recap: three stages, more drivechains, October 31st 00:22:03 – Try the tech: maximizing what Bitcoin can do 00:22:53 – Rohit wins the prize & the shortest Sztorc interview ever 00:23:59 – The autumn of forks: BIP 110 delays, eCash extends to Halloween 00:24:23 – Bitcoin's 18th birthday on the metzdowd mailing list 00:24:49 – Why drivechains: all fees go to proof of work miners 00:25:38 – Hoping a Bitcoin competitor pushes Bitcoin forward 00:28:02 – Twelve drivechains you can test today
Interview with Blake Hylands, CEO of Lithium Ionic Corp.Our previous interview: https://www.cruxinvestor.com/posts/lithium-ionic-tsxvlth-low-cost-developer-targets-construction-start-h2-2026-8741Recording date: 6th August 2026Lithium Ionic Corp has agreed to sell its non-core Baixa Grande lithium deposit in Brazil to PLS Group for up to US$70 million, a move that accelerates funding for the company's flagship Bandeira Lithium Project toward a construction decision.The transaction delivers US$37.5 million in cash consideration, split between US$30 million payable at closing (expected within months) and US$7.5 million due at the buyer's final investment decision or an earlier agreed date. Additionally, Lithium Ionic retains a 2% royalty on Baixa Grande, estimated at US$20-30 million in value. The sale caps a three-year hold on an asset Lithium Ionic always viewed as secondary to Bandeira, generating roughly eight times the company's original acquisition cost.Baixa Grande sits adjacent to ground PLS acquired through its 2025 purchase of Latin Resources, with geology representing a natural extension of the same lithium system. The deposit holds approximately 20 million tonnes of identified resource, work that helped drive the eventual sale price.Proceeds from the sale provide immediate flexibility to order long-lead items, including the processing mill, and fund early operational costs at Bandeira ahead of construction financing closure. This sequencing allows the company to advance procurement without waiting for separate debt or equity raises.Engineering work is nearly complete, and the underground portal contractor shortlist has been narrowed following a tender process.Lithium Ionic has secured binding five-year offtake terms with Chinese converter Yahua, covering 170,000 tonnes of spodumene concentrate annually at a US$1,000 per tonne floor price with no ceiling. This structure provides lenders visibility that the project generates cash on every tonne sold, supporting debt serviceability discussions.With projected all-in sustaining costs near US$600 per tonne and spodumene pricing above US$2,000 per tonne, the project offers substantial margins. Brazil's open global trading position provides additional flexibility compared to projects tied to regional buyers.Management highlights a significant valuation disconnect, with Lithium Ionic trading below 0.1x P/NAV compared to producing peer Sigma Lithium's 1–1.1x multiple. CEO Blake Hylands frames this as a potential tenfold re-rating opportunity as the company progresses through permitting, financing, and construction milestones toward production targeted for late 2027 into 2028.View Lithium Ionic's company profile: https://www.cruxinvestor.com/companies/lithium-ionic-corpSign up for Crux Investor: https://cruxinvestor.com
Interview with James Gurry, Managing Director & Jozef Story, Exploration Manager of Aureka GoldRecording date: 11th August 2026Aureka (ASX:AKA) is an ASX-listed gold explorer and near-term developer operating a cluster of projects across Victoria's Stawell Corridor and St Arnaud goldfield, all within a 45-minute to one-hour drive of one another. The company was reconstituted from a distressed tenement package that Managing Director James Gurry acquired for under $1 million in 2023, when gold prices were depressed, and relisted on the ASX at the end of 2024. Since the start of 2025, Aureka has drilled continuously and lifted its JORC resource base by 50%.The company's flagship asset is the 100%-owned Irvine Gold Project, which sits 16km from the Stawell Gold Mine, a roughly 5-million-ounce historical producer. Irvine currently hosts an inferred resource of 398,300 ounces at 2.59 g/t gold, following a 94,000-ounce, 36% increase to the Resolution lode announced on 18 June 2026. That increase was driven by a reinterpreted structural and geological model, led by Exploration Manager Jozef Story, that defined 11 new geological domains around the deposit. Beyond the current resource, Aureka carries Advanced and Conceptual Exploration Targets that, combined with the unchanged Adventure lode target, exceed 600,000 ounces. Recent drilling identified a high-grade structure the company calls the Tenacity Fault, which returned the project's best assay to date: 10m at 12.1 g/t gold from 413m, including 0.3m at 183 g/t gold.Rather than pursue Irvine's larger development in isolation, Aureka's near-term strategy centres on the brownfield Comstock project near St Arnaud, roughly 70km from Irvine, within a historic goldfield that produced approximately 400,000 ounces at 15 g/t. Comstock hosts a 56,500-ounce inferred resource at 1.21 g/t gold and 2.14 g/t silver, plus a 112,000 to 116,000-ounce exploration target. The company has signed a toll milling agreement with the nearby Wedderburn mill, described by management as project-agnostic and therefore usable for Irvine ore in future, and has submitted a production licence application for Comstock, targeting first ore movement within roughly 12 months. Management is guiding to first-year Comstock production of 3,000 to 7,000 ounces, an estimated A$30 million to A$50 million in revenue at current gold prices, and a targeted margin of around 50%.The stated strategy is to use Comstock's free cash flow to fund ongoing exploration at Irvine without relying primarily on dilutive capital raises, while pursuing Irvine toward a longer-term development decision that management estimates is roughly three years from a first mining licence. Aureka currently has no debt and two diamond rigs active, one on each project. Management points to valuation support from the tenement package's prior history: the same assets, under a previous owner, traded up to approximately $150 million in market capitalisation in 2020, at roughly half today's gold price, against Aureka's current market capitalisation of under $20 million. Key near-term catalysts include Comstock's production licence approval and further assay results from the Tenacity Fault and Walker zone drilling programmes.Learn more: https://www.cruxinvestor.com/companies/navarre-mineralsSign up for Crux Investor: https://cruxinvestor.com
Interview with Christian Easterday, Managing Director and CEO, Hot Chili LimitedOur previous interview: https://www.cruxinvestor.com/posts/hot-chili-tsxvhch-water-business-with-1b-npv-to-fund-copper-project-6917Recording date: 10th August 2026Hot Chili Limited (ASX/TSXV: HCH, OTCQX: HHLKF) is advancing the Costa Fuego Copper-Gold Project on Chile's Atacama coastline, positioning itself as one of only five independent (non-major-controlled) copper developers globally with a project capable of exceeding 100,000 tonnes of annual copper-equivalent production. Managing Director and CEO Christian Easterday, who has led the company since its 2010 ASX listing, argues the market has not yet caught up with the scale of the opportunity.The company's March 2025 Preliminary Feasibility Study (PFS) outlined a 20-year mine life (14 years at primary production rates), average annual production of roughly 116,000 tonnes of copper-equivalent, a post-tax NPV of US$1.2 billion, and a post-tax IRR of 19% at a long-term copper price of US$4.30/lb. Start-up capital was estimated at US$1.27 billion.The central near-term catalyst is La Verde, a copper-gold porphyry discovery acquired in November 2024 roughly 35km from Costa Fuego's planned processing hub. Extensive drilling (three rigs, with a fourth arriving) has defined a broad, high-grade mineralised footprint, and management expects a maiden resource estimate of approximately 500 million tonnes before the end of 2026. Folding La Verde into a restated Costa Fuego PFS is expected to lift post-tax NPV toward US$2 billion and post-tax IRR toward the mid-30s%, while shortening payback from roughly 4.5 years to 2.5 years and improving the project's position on the industry cost curve.On valuation, Hot Chili highlights two benchmarking metrics: an EV/lb-of-reserve multiple of roughly 3.8 cents against a peer average near 11 cents (implying a 2.9x re-rating opportunity), and a price-to-net-asset-value gap of roughly 2.3x versus recent comparable copper-sector transactions.Financing is addressed primarily through the company's Huasco Water asset — the only maritime licence with permitted seawater access in the Huasco Valley. Stage 1 (seawater supply to Costa Fuego, 500 L/s) is already funded within the existing PFS. A second maritime licence, which would unlock a larger multi-user desalination business (Stage 2: 1,300 L/s, ~US$977 million post-tax NPV) serving neighbouring major-miner projects, has been in Chile's approvals process for roughly five years and remains on track according to recent government contact, following an earlier delay tied to a change in administration. Management frames monetising this asset as a way to cover a substantial share of the project's equity requirement without heavy shareholder dilution. Additional untapped levers include uncommitted gold production (48,000-70,000 oz/year with La Verde) and roughly 40% of concentrate offtake left uncommitted outside the company's existing Glencore agreement.Glencore holds a 7.5% equity stake and an offtake agreement for up to 60% of concentrate for the first eight years of production, on benchmark terms. The company has also strengthened its board, adding Stuart Matthews (formerly EVP at Goldfields, with five major mine builds) as Independent Non-Executive Chair.Near-term catalysts include the maiden La Verde resource estimate (year-end target), a restated Costa Fuego PFS, EIA submission (targeted Q2 2027), progress on the second Huasco Water maritime licence, and an ongoing strategic partnering process. Final Investment Decision is targeted for 2029, with first production guided for 2031.Learn more: https://www.cruxinvestor.com/companies/hot-chili-limitedSign up for Crux Investor: https://cruxinvestor.com
The U.S. jobs market is cooling — but mining has a very different labor problem: finding the right talent. Veteran geologist and mining expert Steven Enders joins Maggie Lake to explain why the quality of people and management teams can make or break a mining project — even as the industry faces enormous demand for critical minerals. Enders breaks down the looming copper supply gap, why new mines remain so difficult to build, where we may be in the commodity cycle, and why AI can help the mining industry — but won't solve its biggest problems. Plus: why he's skeptical of mining project forecasts, what investors should look for in management teams, and the warning signs that tell him a commodity cycle may be getting mature. Topics include: • U.S. jobs market and mining's talent challenge • Copper demand and the global supply gap • Mining stocks and commodity cycles • How to evaluate mining management teams • AI in mining and mineral exploration • Capex, opex and why mining projects run over budget • M&A and signs of a mature commodity cycle
Interview with Alex Underwood, Managing Director, Beetaloo EnergyOur previous interview: https://www.cruxinvestor.com/posts/empire-energy-asxeeg-racing-to-unlock-vast-australian-shale-gas-resource-4901Recording date: 7th August 2026Beetaloo Energy Australia, formerly Empire Energy Group, is moving toward a crucial milestone in the development of the Northern Territory's Beetaloo Basin, with first gas from its Carpentaria pilot now targeted for the fourth quarter of 2026. The updated schedule is later than the company's previously indicated 2025 timeframe, reflecting construction and commissioning realities rather than a change in the project's resource base or contracted sales position.Three wells have been connected to a pilot pad located approximately five kilometres from the Carpentaria gas plant, whose construction and flowline installation are largely complete. The project is supported by a binding 10-year gas sales agreement with the Northern Territory Government. The contract provides fixed-price revenue with a consumer price index-linked escalator, giving Beetaloo visibility over near-term cash flows. Initial supply is expected to reach 10 terajoules per day, potentially increasing by another 15 terajoules per day once pipeline-flow infrastructure is upgraded.The company reports approximately A$125 million in available liquidity, divided roughly between cash and undrawn facilities, including Macquarie Bank funding for the gas plant. Management says this provides sufficient funding through first gas without an immediate need for further equity.However, well economics remain dependent on substantial cost reductions. Recent wells cost more than A$50 million each, partly because of Australia's remote logistics and high transport costs. Beetaloo expects year-round drilling and stimulation to eventually halve well costs, supporting targeted internal rates of return of 30% to 50%.A separate growth opportunity comes from a non-binding memorandum of understanding with Halliburton for Beetaloo Digital, a proposed AI data centre near Darwin. Halliburton would contribute power-generation expertise, while Beetaloo's role would remain focused on supplying gas rather than owning or operating the facility.Longer term, demand could come from Northern Territory industry, east-coast gas shortages and LNG exports. Nevertheless, the investment case remains exposed to first-gas delays, high initial well costs, third-party pipeline investment and the uncommitted status of the data-centre proposal.Learn more: https://www.cruxinvestor.com/companies/empire-energy-groupSign up for Crux Investor: https://cruxinvestor.com
Steve Forbes lays out the steps necessary to spur U.S. mining production and end our reliance on China's critical minerals. Learn more about your ad choices. Visit megaphone.fm/adchoices
Interview with Chad Peters, President & CEO of Ridgeline Minerals Corp.Our previous interview: https://www.cruxinvestor.com/posts/ridgeline-minerals-tsxvrdg-600m-free-carry-potential-on-partner-funded-crd-discovery-8609Recording date: 7th August 2026Ridgeline Minerals has completed the sale of four early-stage Nevada gold exploration projects to Nevada Gold Mines (NGM), generating US$23.15 million in cash and a return of more than 350% on its invested capital. The transaction, which closed on August 3, involved Ridgeline's interests in the Swift and Black Ridge earn-in agreements, as well as its Bell Creek and Atlas projects.The sale gives Ridgeline approximately C$33 million in cash and C$3 million in marketable securities. Together, those assets exceed the company's market capitalisation of about C$24.5 million, substantially reducing its near-term financing and dilution risk. Management says the strengthened treasury will support new project staking, exploration, potential acquisitions and, possibly, shareholder returns.Ridgeline retained its flagship Selena project, a 39-square-kilometre carbonate replacement deposit target being advanced through a US$20 million earn-in agreement with South32. South32 has committed US$4 million for drilling in 2026, fully funding the programme. The project gained importance after the 2025 discovery of high-grade massive sulphide mineralisation at the Chinchilla Sulphide zone. South32 has compared the early-stage discovery with its Taylor deposit in Arizona, although Selena does not yet have a formal mineral resource estimate.The company also continues to own Big Blue and Coyote outright. Big Blue is a copper-silver-tungsten exploration project with encouraging historical and recent drill and trench results. Coyote is an undrilled Carlin-type gold target located near NGM's Black Ridge project and approximately four kilometres from the Fallon gold resource, making it a potential partnership or transaction candidate.Ridgeline additionally holds a 17.3% stake in Spartan Metals and a 1% royalty on metals from Spartan's Eagle tungsten project. The company's next challenge is converting its financial strength and exploration portfolio into further discoveries, particularly through Selena's 2026 drilling and future work at its 100%-owned Nevada properties.View Ridgeline Minerals' company profile: https://www.cruxinvestor.com/companies/ridgeline-mineralsSign up for Crux Investor: https://cruxinvestor.com
Jim Ferraioli, Head of Crypto Research at Charles Schwab, joined me to discuss the firm's expanding lineup of crypto products and the growing demand for digital assets.Topics: - Why Charles Schwab launched crypto products - TradFi embracing crypto and building with Blockchain - Tokenization of assets- Rotation from AI to Bitcoin mining- Will Altcoins decouple from Bitcoin overtime?
They say you can't go home again. Well, that's a problem for Snoopy in "Snoopy Presents: There's No Place Like Home, Snoopy", the latest offering from Wildbrain and Apple TV. We take a look at it in episode 155. We also check out another episode of "Snoopy in Space", This Month in Peanuts History, the latest happenings in and around the Peanuts universe, and a Random Strip of the Month. Join us. Won't you? Thanks to Kevin McLeod at Incompletech.com for creative commons use of his songs "Mining by Moonlight", "Bass Walker", and "Hidden Agenda". Thanks to Sean Courtney for the "This Month in Peanuts History" theme. Thanks to Nick Jones for the use of his song "25% Off". Thanks to Henry Pope for the use of his "Linus & Lucy" remix. Check out his music here. Carnival of Glee Creations The Patreon
In Episode #232, Mining Minds sits down with Mia Crawford at the University of Arizona's San Xavier Underground Mining Laboratory to explore the experiences shaping her future in mining. Mia shares how her father's legacy inspired her to pursue mining engineering, the determination required to balance college with three jobs, and how hockey helped her develop the confidence and grit to succeed in a demanding industry. Mia also takes listeners inside the Intercollegiate Mining Games, her internship experience with Capstone Copper, and her responsibilities as a student safety manager. Through honest conversations about leadership, mentorship, imposter syndrome, public misconceptions about mining, and her ambitious career goals, Mia represents a driven new generation ready to learn, lead, and carry the mining industry forward. A BIG thank you to the University of Arizona's San Xavier Underground Mining Laboratory, Scott Shields and the entire University of Arizona mining school for the incredibly warm welcome and for making this episode possible. We look forward to future opportunities to highlight our mining schools, celebrate emerging talent and help build the future of mining—one story at a time. Watch on YouTube- https://youtu.be/sMa2QfYhL9I Episode Sponsors: Motor Mission Machine and Radiator Safety First Training and Consulting Walsh Exploration- Troy Hawkins #MiningMinds #ThisIsMining #IntercollegiateMiningGames #WomenInMining #MiningEngineering #FutureOfMining #NextGenerationOfMining #MiningLeadership #MiningCareers #UniversityOfArizona Podcast Chapters: Opening- Mining, Responsibility and Everyday Minerals 01:00- Meet Mia Crawford 05:00- Mandarin, Hockey and an Unconventional Childhood 12:00- Turning Loss into Purpose 17:00- Three Jobs, College and High Expectations 23:00- The Intercollegiate Mining Games 25:00- Breaking into Mining at Capstone Copper 32:00- Hands-On Operations, Leadership and Mentorship 41:00- Big Goals, Imposter Syndrome and Personal Grit 59:00- Safety, Risk and the Next Generation
This interview is disseminated on behalf of Goldgroup Mining Inc.Javier Reyes de la Campa, Interim CEO of Goldgroup Mining (TSXV: GORO | NYSE American: GORO | FSE: 55G), discusses the company's merger with Gold Resource Corporation, its path toward intermediate precious metals producer status, and the strategy behind its growing portfolio of gold and silver assets in North America.For more info, visit: https://goldgroupmining.comWatch the full YouTube interview here: https://youtu.be/yQHOXn_UKRI?si=j3ekAMn8voI381aGAnd follow us to stay updated: https://www.youtube.com/@stockstowatchofficial
Donate (no account necessary) | Subscribe (account required) Join Bryan Dean Wright, former CIA Operations Officer, as he dives into today's top stories shaping America and the world. In this Wednesday Q&A episode of The Wright Report, Bryan sets the record straight on Washington's devastating Spokane wildfires, sparked by a convicted arsonist and falsely blamed on climate change, while Communist Democrats rack up major primary wins across the country. Bryan answers listener questions on why the Democratic Socialists keep pushing radical, dispiriting rhetoric, the case for killing the Senate filibuster to stop a coming Communist takeover, and growing frustration with DHS Secretary Markwayne Mullin's softer stance on deportations and legal immigration. He also breaks down a shocking new report that one in five American workers tested positive for drugs. Plus, Bryan covers Trump's plans to rebuild America's critical mineral and mining industry, Morocco's king dodging blame for orchestrating the Muslim migrant invasion of Spain, why oil companies aren't really to blame for high gas prices, and a major US win in the Pacific with a new port deal in the Solomon Islands aimed at countering China. "And you shall know the truth, and the truth shall make you free." - John 8:32 Keywords: Wright Report, Bryan Dean Wright, Spokane wildfires, Jay Inslee, Michigan primary, Abdul El-Sayed, Communist Democrats, filibuster, Markwayne Mullin, H1B visa, drug testing, critical minerals, tungsten, Morocco, Spain, Solomon Islands, China
This week, a16z American Dynamism Films premiered three short documentaries highlighting companies tackling some of America's biggest industrial challenges: Ulysses, Mariana Materials, and Radiant. Before watching those films, we're revisiting conversations with the founders behind each company. You'll hear Will O'Brien explain why autonomous underwater robots could unlock a new era of ocean exploration and security, Turner Caldwell discuss rebuilding America's critical minerals supply chain and modernizing mining, and Doug Bernauer share why portable nuclear microreactors could transform how we generate power. Together, these conversations offer a look at the technologies—and the founders—working to rebuild the industrial foundations of the United States. Resources: Follow Will O'Brien on X: https://x.com/Willob Follow Turner Caldwell on X: https://x.com/tbc415 Follow Doug Bernauer on X: https://x.com/dougbernauer Follow Erin Price-Wright on X: https://x.com/espricewright Follow Ryan McEntush on X: https://x.com/rmcentush Follow Theo Jaffee on X: https://x.com/theojaffee Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.