Podcasts about PFS

Sep 18, 2026 – Financial Sense Wealth Management's Jim Puplava examines the dramatic rise in interest rates and the “refinancing shock” facing the US, as trillions in government debt must be renewed at significantly higher yields. He explores how...

Sep 18, 2026 – "Bullseye" Craig Johnson of Piper Sandler discusses recent market turmoil following Fed rate hikes, highlighting weak market breadth and the likelihood of deeper consolidation or correction ahead. He warns of risks tied to rising debt...

Sep 18, 2026 – The Fed raised rates as expected, but Chair Warsh's comments signaled a focus on trends, not single data points. Oil above $100, 10-year yields near 5%, and growing AI and crypto policy debates add risk, while market breadth is weakening...

Sep 18, 2026 – Energy expert Robert Rapier joins Jim Puplava to unpack a tightening global energy crisis, as the effective closure of the Strait of Hormuz sends diesel prices soaring and crack spreads to record highs. Rapier explains why depleted...

Sep 17, 2026 – Are we crossing the threshold from artificial intelligence to superintelligence? Dr. Alan D. Thompson joins Cris Sheridan to explain how frontier AI models have outgrown human-designed tests—and why physical embodiment...

Sept 17, 2026 – Escalating wars and supply disruptions are fueling a major commodity boom that could last into the 2030s, says well-known global forecaster Martin Armstrong in today's exclusive interview with FS Insider. Martin provides his big picture...

Nick and Ray discuss the greatest power forwards in the history of the Sacramento Kings franchise. After a brief discussion of the recent Elfrid Payton signing to open the show, they give out their three “All Kings” nods to the three best PFs in the history of the franchise, as well as highlighting some of the other great power forwards who have worn a uniform for the franchise. They start off with their first major disagreement in the series about how to rank the two greatest power forwards in the history of the franchise: Chris Webber and Jerry Lucas. Then, they cover the Third Team All-Franchise power forward and one of the greatest what-ifs in NBA history: Maurice Stokes. Then, they move on to some of the other great power forwards in franchise history: Johnny Green, Wayman Tisdale, and Bob Boozer. Finally, they wrap up with a brief discussion of the all-time leader in games played for the Sacramento Kings, Jason Thompson. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Sep 15, 2026 – Financial author and derivatives expert Satyajit Das joins FS Insider's Cris Sheridan to examine the risks he sees building beneath the AI boom, as higher borrowing costs and mounting global debt put pressure on the financial system...

This episode is sponsored by Gilead Sciences. Gilead had no involvement or input in the podcast content. Gilead is working to transform how cancer is treated. We are innovating with next-generation therapies, combinations, and technologies to deliver improved outcomes for people with cancer. From antibody drug conjugates and small molecules to cell therapy-based approaches, our portfolio and pipeline assets are creating new possibilities for people with cancer.Recorded on location at the San Antonio Breast Cancer Symposium, December 2025.Metastatic triple-negative breast cancer remains the breast cancer subtype with the fewest targetable biomarkers and the shortest treatment algorithm. When a trial reports a double-digit progression-free survival in the first-line setting, it is worth understanding what that actually changes and how the trial was designed with patient outcomes at the center.This episode was recorded in December 2025, before regulatory action. On June 24, 2026, the FDA approved sacituzumab govitecan-hziy for two first-line indications in triple-negative breast cancer: as a single agent for adults with unresectable locally advanced or metastatic TNBC who are not candidates for PD-1 or PD-L1 inhibitor-based therapy supported by ASCENT-0, and in combination with pembrolizumab for adults whose tumors express PD-L1 with a CPS of 10 or greater supported by ASCENT-04. Janice's speculation in this episode about how PD-L1 status might factor into the guidelines has since been answered by the label.ASCENT-04/KEYNOTE-D19 NCT05382286 was a phase 3, open-label, randomized trial of 443 patients with previously untreated locally advanced unresectable or metastatic TNBC whose tumors expressed PD-L1 at a CPS of 10 or greater by the 22C3 assay. Participants were randomized 1:1 to sacituzumab govitecan plus pembrolizumab or to physician's choice of chemotherapy plus pembrolizumab. Patients in the control arm with centrally confirmed progression were offered crossover to sacituzumab govitecan.0:00 Live from the San Antonio Breast Cancer Symposium0:30 The METAvivor ribbon and what the pink ribbon leaves out1:35 Diagnosed in 2016 with a median overall survival of 9 to 15 months2:26 Nine years later3:20 From pediatric nursing to research advocacy4:30 What has changed since 2017, and what has not5:26 2011: when chemotherapy was the only option5:55 On not knowing a relevant clinical trial existed6:47 Why metastatic TNBC still has no maintenance therapy7:25 What first-line treatment looks like today8:25 Inside ASCENT-049:09 Progression-free survival, defined9:59 Why a double-digit PFS is notable in this subtype11:20 Why each subsequent line of treatment works for less time11:52 How many patients never reach second line12:50 The case for a stronger first-line option13:21 Crossover design, and why it matters to patients14:33 What crossover means in a randomized trial15:56 Patient advocates in clinical trial design18:59 Quality of life versus quantity of life21:48 Rapid fire: metastatic breast cancer and metastatic TNBC23:06 Rapid fire: first line, second line, progression-free survival24:00 Rapid fire: immunotherapy and antibody-drug conjugates24:59 Advice for the newly diagnosed26:04 What she wants next: a biomarker26:52 On ADCs, tolerability, and the need for novel targetsJanice Cowden, RN is a research patient advocate living with metastatic triple-negative breast cancer. She practiced as a registered nurse for approximately 22 years, primarily in pediatrics, and later worked as a pharmaceutical sales representative. She was diagnosed with stage I triple-negative breast cancer in 2011 and with metastatic disease in 2016, and completed the Living Beyond Breast Cancer advocacy training program in 2017.This podcast is intended for educational and informational purposes only and should not be considered medical advice.

Sep 14, 2026 – Is AI helping you invest smarter or steering you toward the same crowded trades? In this Lifetime Planning episode, Nick Kile and Brendan McMurtrie explore the opportunities and pitfalls of AI-driven investing, from hidden portfolio concentration...

Sep 11, 2026 – Stocks are flashing warning signs beneath the surface. Financial Sense CIO Chris Puplava examines how narrowing market leadership, rising energy costs and renewed rate-hike expectations are testing the rally. With consumer stocks...

Sep 11, 2026 – Can stocks keep defying rising rates and soaring energy costs? Macro Tides' Jim Welsh explains why he expects a Fed hike—and why it may not launch a prolonged tightening cycle. He flags weakening market breadth, crowded AI...

Sep 11, 2026 – Jordan Roy-Byrne explains why he believes gold and silver's sharp correction has ended—and why the next advance could be powerful. Highlighting gold miners' leadership, improving profitability, and potential capital flows out of stocks...

Sep 11, 2026 – Oil above $100, Treasury yields near 5%, and rising Fed hike odds tighten financial conditions. AI spending buoys market leaders, but weakening breadth and Iran tensions raise risks, making the Fed outlook and capital protection...

Sep 11, 2026 – The front lines may be frozen, but the economic fallout is widening. Adriano Bosoni, RANE's director of geopolitical analysis, examines how deep strikes, strained air defenses and Black Sea shipping disruptions are reshaping...

Sep 10, 2026 – Markets may be underpricing two interconnected threats: an oil shock and a reversal in the AI boom. In this interview with Cris Sheridan, macro strategist David Woo explains why he sees a path to $150 crude if Gulf negotiations unravel...

Sep 7, 2026 – Ed Yardeni discusses his bullish outlook for the S&P 500, raising his year-end target to 8,400 and projecting 10,000 by decade's end. He highlights the “Roaring 2020s,” G-shaped vs. K-shaped economy, strong earnings and productivity...

Sep 7, 2026 – Boston College's Dr. Thomas Seyfried tells Financial Sense Newshour's Jim Puplava why he believes cancer is a mitochondrial metabolic disease—not primarily a genetic one. He explains why conventional treatments may miss the real driver...

Kinsella on Liberty Podcast: Episode 497. Yesterday (Sep. 5, 2026) I participated in the debate: “Should Free Cities Protect Intellectual Property?” with IP attorney Brian O'Beirne, moderated by Tipolis CFO Alex VossTopic, held at the Free Cities Foundation annual Conference, Próspera, Honduras, Sept. 4–7 (Sat. Sept. 5, 2026) (SK profile; O'Beirne profile) (see Free Cities Foundation Annual Conference — Próspera 2026). https://youtu.be/4GWPdxnpCOI I spoke for 4 minutes, then Brian, and then we had an exchange and audience questions for the remaining time. It was very civil unlike some other debates I've participated in. (( KOL038 | Debate with Robert Wenzel on Intellectual Property; KOL123 | Debate with Jan Helfeld on Anarchy vs. Limited Government. )) One thing I liked is that Brian started off admitting, first, that he has some sympathy for my anti-IP position, and, second, that he acknowledged that opposition to IP is the libertarian position--unlike other libertarian IP proponents who claim that IP rights are compatible with libertarianism, if not the "heart and core" (Ayn Rand) or property rights or  . (( Objectivists: “All Property is Intellectual Property” A Recurring Fallacy: “IP is a Purer Form of Property than Material Resources” The “Ontology” Mistake of Libertarian Creationists. )) "primary property" (Galambos). (( Galambos and Other Nuts; Rothbard and Galambosians; The Galambosians strike back; “Around this time I met the Galambosian.”; Libertarian Sci-Fi Authors and Copyright versus Libertarian IP Abolitionists; Was Galambos an IP Thief?; Galambos the Crank; Shades of Galambos: Man tries to copyright his name. )) Transcript and shownotes below. This was also so purely a perfect 4 minutes I couldn't believe it — Alex (@AlexDVoss) September 16, 2026 Note: I misspoke a couple times in my 4-minute hurried initial presentation: I said "court" a few times when I meant the crown (king; government; state), granting patents in favor of "court" cronies; and the crown and/or church (Attila and the Witchdoctor) (( See Ayn Rand, “For the New Intellectual,” in For the New Intellectual: The Philosophy of Ayn Rand (New York: Signet/New American Library, reprint of Random House, 1961; first Signet printing December 1963), pp. 7–48; Now Online: 'Faith and Force: Destroyers of the Modern World'; "Faith" entry in Ayn Rand Lexicon; Bruce Goldberg, “Ayn Rand's ‘For the New Intellectual'” (1961), n.14. )) controlling what books could be printed via control of the scribes, pre-printing press, and of the publishing houses thereafter via the Stationer's Company. Forgive me, forgive me. Re other IP debates: In his defense, as far as I know my opponent does not purport to have a coherent theory of property or IP or libertarianism. Go here https://t.co/rRs61a68M6 and search for the word "debate" for several others -- Richard Epstein was more coherent, but totally utilitarian; he… — Stephan Kinsella (@NSKinsella) September 8, 2026 Related/mentioned “Conversation with an author about copyright and publishing in a free society” (Jan. 23, 2012) Copywrong: copyright as censorship KOL346 | Copyright and Satoshi's Legacy: The Tatiana Show, with Tatiana Moroz How to Improve Patent, Copyright, and Trademark Law FDA and Patent Reform: A Modest Proposal “Are Patents Needed to Make Up for FDA Kneecapping?” (July 2, 2011) KOL190 | On Life without Patents and Copyright: Or, But Who Would Pick the Cotton? (PFS 2015) Mark Lemley: The Very Basis Of Our Patent System… Is A Myth (July 29, 2011) Frank H. Easterbrook, “Intellectual Property Is Still Property,” Harv. J.L. & Pub. Pol'y 13, no. 1 (Winter 1990): 108–118, pp. 109–110 (on inevitable disclosure) Intellectual Property's Great Fallacy KOL190-2 | Part 2: On Life without Patents and Copyright: Or, But Who Would Pick the Cotton? — Panel Discussion, Hoppe, Dürr, Kinsella, van Dun, Daniels (PFS 2015) The Overwhelming Empirical Case Against Patent and Copyright “The Problem with Intellectual Property,” in Handbook of the Philosophical Foundations of Business Ethics Do Business Without Intellectual Property (Liberty.me, 2014) The Universal Principles of Liberty Shownotes and Summary Overall Summary of Debate At the Free Cities Conference in Próspera, Alex Voss moderated Stephan Kinsella against Brian O'Beirne on whether intellectual property is legitimate and what a free city should do about it. Kinsella argued that property exists only to allocate scarce, rivalrous means (self-ownership, first use, contract, restitution); ideas are guides to action, not ownable things. Patent and copyright are statutory privileges—historically Crown monopolies and press control—that impose unconsented negative servitudes on other people's property, block independent inventors, enrich large firms, and should be abolished. O'Beirne treated IP as a right in human ingenuity and a last individual defense against corporate oligopoly and central banking. He granted that the present code is broken (thickets, trolls, life-plus-70) but said abolition would hand creators' work to those same firms; the answer is reform, sector-scaled terms, and symmetry of rights, not erasure. On practice they were closer. Both said Próspera should not pick a treaty fight that threatens the zone. O'Beirne wanted opportunistic protection to attract builders (CAFTA-DR/TRIPS, Infinita). Kinsella wanted the lightest lawful touch—no treble damages, no criminal copyright, shorter terms, Founders' copyright, no software copyright—and stressed that patents are territorial, so skipping a local patent office does not stop U.S. or European filings and is largely irrelevant for exporters. Audience questions (expiry of “property,” fire and the wheel, trademarks, pharma/FDA) replayed the same split: O'Beirne qualified rights by the common good and novelty; Kinsella called consistent IP perpetual, the patent-bargain a myth, and patents a patch on the FDA. Summary of Kinsella's position (from Grok, based on the transcript and his pre-debate email exchange with O'Beirne and Voss) Stephan Kinsella's case against intellectual property, as he put it to Alex Voss before the session and then on stage, has two layers that he keeps joined: a rights argument about what property is, and a practical argument about what a free city should do when it cannot get the ideal. Voss had already framed the dispute narrowly: patents and copyrights—exclusive rights in inventions and works that bind strangers without a contract. Contracts, NDAs, employment terms, and trade secrets were set aside as different questions. Voss's sketch of Kinsella's theory (conflict over scarce means; title by appropriation or transfer; creation not an independent source of title; information as patterning of an already-owned substrate; IP as a veto over others' things) Kinsella accepted, then added history, scale of harm, and institutional design. 1. What property is for The four-minute opening is the core. We do not live in the Garden of Eden. Action uses two things: scarce means that can cause results, and knowledge that tells us how to use them. Knowledge can be copied; a hammer or a factory cannot be used two incompatible ways at once. Because people have free will, conflict over those scarce means is always possible. Property rights are the norms that let people possess and use those means peacefully—self-ownership of the body; original appropriation of unowned external resources; contract; restitution for wrongs. That, he says, is the spine of Roman law, common law, and a consistent libertarianism. Ideas do not fit. They are not “conflictable.” They exist only as the patterning of some already-owned substrate (paper, a chip, a machine). You own what you make because you already owned the inputs, not because “creation” mints a new title. Patent and copyright therefore do not add a new kind of property. They give A a legally enforceable veto over how B uses B's own press, factory, or chemicals. In the debate he calls that a nonconsensual negative easement or servitude—the same structure as a restrictive covenant, minus the neighbors' consent. Consent is the whole difference. He is explicit that he does not care about “symmetry.” A rule that everyone may sue everyone for defamation, or for welfare, would be symmetric and still unjust. First-to-the-patent-office does not even guarantee uniqueness: independent inventors are blocked. That is enough, for him, to reject the system as a matter of justice, before any spreadsheet about incentives. 2. History, legislation, and the dishonest name He adds what Voss's paragraph left out. Patent began as Crown privileges to shield favorites from competition (Statute of Monopolies, 1623). Copyright began as control of the press and unapproved speech (Statute of Anne, 1710). They did not grow out of common-law title; they were statutes. In the email he presses a further institutional point: patent and copyright cannot exist without a legislature empowered to make law. Organic court-made law—Roman law, common law, Restatements, even a scholarly compilation adopted as a code—resolves disputes over scarce things. It does not invent a 17-year monopoly in a pattern. A free city that takes common-law or Restatement principles as its base, and treats legislation as rare and suspect, has a structural reason not to enact IP at all. His Universal Principles of Liberty are meant that way: not as a statute. He tells Brian that origin is not his only argument (so the “genetic fallacy” charge misses). He also opposes trademark, defamation, and trade secret, some of which did come through common law. “Sometimes the common law gets it wrong.” The name “intellectual property” is the propaganda move: a state privilege flying the flag of property and capitalism. That is why he calls it intellectual privilege and why, in the email,...

Sep 4, 2026 – Oil is back above $90, the August jobs report has kept a Fed rate hike in play, and market breadth has weakened even as the S&P 500 remains near its highs. At the same time, AI spending continues to look exceptionally strong, and several areas...

Sep 4, 2026 – We are witnessing one of the most significant macroeconomic shifts in over half a century. US energy reserves are approaching operational limits as they are drawn down to buffer disruptions from the Iran conflict, while the energy sector faces a multi-trillion...

Sep 3, 2026 – Gold just ripped more than $700 higher in a single month—and according to one of the most accurate commodity forecasters we speak with, this is only the beginning. In today's FS Insider interview, Jeff Christian explains why the recent rate-driven...

Sep 2, 2026 – The bond vigilantes are back—and oil is fueling the fire. Kurt Kallaus reveals why we're "living on borrowed barrels," how draining reserves could jolt markets by October, and the surprising sectors he's buying while....

Blood Cancer Talks — Show NotesEpisode: Best of ASCO/EHA 2026 — Multiple Myeloma & AL AmyloidosisGuest: Dr. Prashant Kapoor, MD Professor of Medicine, Mayo Clinic, Rochester, MN Chair, Myeloma, Amyloidosis and Dysproteinemia Group, Mayo ClinicEpisode OverviewIn this episode, the hosts sit down with Dr. Prashant Kapoor to review the highest-impact multiple myeloma and AL amyloidosis data from the 2026 ASCO and EHA annual meetings. The discussion centers on the rapidly shifting relapsed/refractory myeloma landscape, where a wave of phase 3 trials of T-cell engaging immunotherapies (bispecific antibodies and CAR T) have now each demonstrated superiority over traditional triplet regimens. Topics Covered1. MajesTEC-3Phase 3, open-label trial of teclistamab + daratumumab SC (n=291) vs. investigator's choice of DPd or DVd (n=296) in 587 patients with relapsed/refractory myeloma and 1–3 prior lines; prior BCMA-directed therapy and anti-CD38-refractory disease were exclusions (only 5% CD38-exposed, none were refractory). Initially presented at ASH 2025, with cytogenetic subgroup data updated at EHA 2026.Key results (34.5-month median follow-up):Median PFS not reached with Tec-Dara vs. 18.1 months with DPd/DVd; 36-month PFS 83.4% vs. 29.7% (HR 0.17)36-month OS 83.3% vs. 65.0% (HR 0.46)Severe infection rate front-loaded: ~35% → ~17% between the first and second 6-month windows, plateauing at ~10–11%/window beyond 12 months; overall grade 3–4 infection 54%, 4.6% fatal infections (mostly without IVIG prophylaxis)EHA 2026 cytogenetic subgroup: 2-year PFS 90% (0 HRCA), 82% (1 HRCA), 76% (≥2 HRCA) — vs. only 14% with DPd/DVd in patients with ≥2 HRCADiscussion points: Applicability to patients at 1st/2nd relapse seen in clinic today; whether infection risk limits use of Tec-Dara at first relapse; implications of the high-risk cytogenetic subgroup data.2. MajesTEC-9Phase 3 trial of teclistamab monotherapy vs. investigator's choice of PVd or Kd in relapsed/refractory myeloma enrolling a heavily anti-CD38-refractory population (100% CD38-exposed, 85% refractory) — the population MajesTEC-3 excluded. Natural comparator: CARTITUDE-4 (phase 3, cilta-cel vs. DPd/PVd in Len-refractory myeloma, 1–3 prior lines, ~25% CD38-refractory/exposed).Key results (~18-month median follow-up):18-month PFS 70% vs. 27% (HR 0.29); 18-month OS 79% vs. 69% (HR 0.6), despite ~2/3 of control-arm patients receiving BsAb/CAR T as subsequent therapyDiscussion points: Cross-trial comparison with CARTITUDE-4 — comparable 18-month PFS on cross-trial comparison, but differing populations (CARTITUDE-4 required Len-refractory disease; MajesTEC-9 enrolled a more CD38-refractory population) and differing maturity (~3-year vs. ~1.5-year follow-up); how Dr. Kapoor chooses between teclistamab and cilta-cel at earlier-line relapse in Len- and CD38-refractory patients, given the divergent toxicity profiles — ongoing infection risk with continuous BsAb dosing vs. the one-time cilta-cel infusion with its rare but potentially irreversible delayed neurotoxicity, IEC-enterocolitis, and CTTLN risk.3. MonumenTAL-3Phase 3 trial — the first phase 3 study of a GPRC5D-targeted bispecific — randomizing 864 patients with relapsed/refractory myeloma (mostly Len-refractory, ~10% CD38-exposed but none refractory) 1:1:1 to Tal-Dara-Pom (n=287), Tal-Dara (n=287), or DPd (n=290), each Talq arm compared against the common DPd control. Presented by Peter Voorhees at EHA 2026 and simultaneously published in NEJM.Key results (24.6-month median follow-up):Both Talq arms significantly improved PFS over DPd: Tal-DP HR 0.28, Tal-D HR 0.33 (both P

Aug 31, 2026 – When one spouse manages all the finances, passwords, and key relationships, their sudden death can trigger legal, financial, and operational chaos. Today, we explore the risk posed by the "death of a decision maker" and three...

Sep 1, 2026 – On the very week the CRB Commodity Index breaks out to a fresh 16-year high, legendary resource investor Rick Rule sits down with FS Insider's Cris Sheridan to deliver a masterclass on where we are in the commodity bull market...

Aug 27, 2026 – As frontier AI models converge on near-identical performance, Coeus Institute's Michai Morin argues the industry's defining battle is shifting from intelligence to economics—and the West may be losing. In a wide-ranging interview...

Aug 28, 2026 – Nvidia and Marvell reveal AI's next phase, software stages a comeback after the "SaaS apocalypse," and a hawkish Warsh puts a Fed hike back on the table. Ryan Puplava breaks down where growth, value, and rate risk collide for investors...

Aug 26, 2026 – Futurist Garry Golden returns to discuss why the backlash against AI data centers has gone bipartisan—from blue states to Texas's new moratorium. He explains why slowing AI is unlikely, how humanoid robotics could reshape the global economy

Interview with Luis Azevedo, Chairman and CEO, Bravo MiningOur previous interview: https://www.cruxinvestor.com/posts/bravo-mining-tsxvbrvo-double-grades-and-resource-up-to-236-million-tons-in-tier-one-pgm-deposit-7934Recording date: 25th August 2026Bravo Mining (TSXV:BRVO, OTCQX:BRVMF) is advancing its 100%-owned Luanga PGM+Au+Ni deposit in Brazil's Carajás Mineral Province through a Pre-Feasibility Study guided for Q3 2026, while simultaneously extending two secondary discoveries — a nickel-copper sulphide system at the Babylon target and an early-stage copper-gold exploration programme — that management believes could add materially to the project's long-term optionality.The immediate news is a set of assay results from drill hole DDH26LU347 at Babylon, adjacent to Luanga's North Sector. The hole intercepted 13.4 metres at 1.55% nickel, 0.33% copper and 2.02 g/t PGM+Au (including a higher-grade 6.7-metre interval at 2.25% nickel and 3.14 g/t PGM+Au), plus a separate 6.0-metre interval grading 6.81 g/t PGM+Au. CEO Luis Azevedo characterises the nickel-copper result as evidence the deposit could ultimately support underground mining grades in addition to its established open-pit resource, with a large Induced Polarisation anomaly at roughly 700 metres depth now queued for follow-up drilling.On the core PGM story, the PFS — pushed one quarter from Q2 to Q3 2026 — is being built around metallurgical testwork showing Jameson Cell flotation technology can lift platinum, palladium and gold recoveries by 5-10% and nickel recoveries by 5-30% against conventional Denver cells, while cutting mass pull by up to 50%. Glencore Technology has independently reviewed the metallurgical database and indicated it is prepared to issue performance guarantees on the assumptions. Azevedo argues the practical effect is a larger, more profitable pit rather than a simple recovery uplift, which is the stated reason the study needed the extra quarter.Bravo held approximately $94 million in cash at the time of interview, which management says funds the PFS, permitting and 2026 drilling without near-term dilution. Beyond the treasury, the company has structured but not yet drawn on two further levers: an indicative $280 million offer for a portion of its gold credit, and an existing $300 million credit line from Orion. A PGM offtake has drawn interest from multiple parties but remains unpriced pending bankable feasibility numbers.On permitting, Bravo already holds its preliminary licence and plans to submit for the Installation Licence within one to two weeks of the PFS release, targeting approval within six months to a year based on the company's track record with Brazilian regulators. A construction decision is targeted roughly six months after the PFS, with construction possible from mid-2028, pending a Q1 2027 resource update and a Q3 2027 Definitive Feasibility Study.The 2025 PEA's vertically-integrated smelter scenario has also become more attractive: rising sulphuric acid byproduct pricing lifts that case's NPV from approximately $1.2 billion to $1.68 billion versus the base concentrate-sale case, though management has not yet decided on timing.Separately, a copper-gold division led by 31-year Vale veteran Fabio Masotti is running IP surveying ahead of an 8,000-metre H2 2026 drill programme — a third, still unpriced source of optionality that management says could eventually support a standalone corporate structure if results warrant it.Learn more: https://cruxinvestor.com/companies/bravo-miningSign up for Crux Investor: https://cruxinvestor.com/subscribe

This interview is disseminated on behalf of Rua Gold Inc.From securing regulatory approval to drill at the Glamorgan Project to advancing a pre-feasibility study (PFS) and permitting at Reefton, Rua Gold (TSX: RUA | NZX: RGI | OTC: NZAUF | FSE: X9R) is progressing key milestones across its New Zealand portfolio. CEO and Director Robert Eckford highlights the fully funded 9,000-metre Glamorgan drill program, Reefton's PFS and fast-track permitting process, and the key catalysts ahead as the company works toward transitioning from explorer to producer.Learn more: https://ruagold.com/Watch the full YouTube interview here: https://youtu.be/z37qMywBmE0And follow us to stay updated: https://www.youtube.com/@stockstowatchofficial 

Aug 24, 2026 – Wealth advisors Crystal Colbert and Nick Kile break down the four best ways to build long-term wealth for your children in 2026—including 529 plans, UTMAs, custodial Roth IRAs, and the brand-new Trump Account. Discover expanded K-12...

Aug 25, 2026 – Legendary gold investor Pierre Lassonde joins Jim Puplava to reveal why gold's current bull market may only be the beginning of a much larger advance throughout the remainder of this decade. Lassonde exposes striking historical...

Aug 21, 2026 – Chris Puplava explains why Treasury Secretary Bessent's buyback announcement was a pivotal "whatever it takes" moment—and what it could mean for your portfolio. He reveals how the US may now be sacrificing the dollar to cap...

Aug 20, 2026 – Is official inflation telling the full story? Economist John Williams of ShadowStats joins Jim Puplava to examine how methodological changes to the CPI since 1980 have reshaped reported inflation, and what his alternate measure...

Aug 21, 2026 – How strong is the current bull market and which sectors are outperforming? Vincent Randazzo of ViewRight Advisors joins Jim Puplava to reveal why strong market breadth is leading the S&P 500 higher despite rising rates, oil, and...

Aug 21, 2026 – The biggest move this week wasn't semis or Iran—it was bonds. 30-year Treasury yields hit 5.3%, a two-decade high. Investors are demanding more compensation for duration amid $40T debt, AI financing needs, and rising oil...

Aug 19, 2026 – Meteorologist and commodity trading advisor Jim Roemer explains the factors increasing the odds of a Super El Niño, threatening to drive soft commodity prices higher and also bring disruptive weather patterns globally...

Aug 17, 2026 – Brendan McMurtrie and Crystal Colbert of Financial Sense Wealth Management discuss essential financial planning steps for new and expecting parents. Topics include budgeting for baby expenses, optimizing health insurance...

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

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