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Resource Insider Podcast

Latest episodes

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Apr 17, 2019 • 1h 12min

Episode 020: George Salamis

In today's episode Resource Insider Podcast, I speak to George Salamis is the CEO of Integra Resources and past Chairman of Integra Gold. Intera Gold was sold to Eldorado Gold in 2017 for $590 million. Few people in the mining industry can boast George's technical background, capital markets savvy and track record of success. ​​In this conversation we discuss George’s views on mining M&A (and the lessons he learned from selling 6 companies), how companies position themselves for success, and what investors should be looking at when allocating capital to potential takeout targets. Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/
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Apr 10, 2019 • 1h 16min

Episode 019: Warren Irwin Of Rosseau Asset Management

In this episode of Resource Insider Podcast, I speak to Warren Irwin, the President and Chief Investment Officer of Rosseau Asset Management, a money management firm based in Toronto, Canada. For the last 20 years, Rosseau has been outperforming the sector and was ranked the top performing hedge fund in the world in 2016. Warren and I talk about why he chose to focus on mining, dig into various tricks and scams often perpetrated by unscrupulous stock promoters and mining management teams, the unique skill sets mining investors must have, how Warren made money on Bre-X on the way up… and the way down, and much more. Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/
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Mar 28, 2019 • 1h 27min

Episode 018: Nick Germain, The Mining Book Guy

In today's episode of Resource Insider Podcast, I speak to Nick Germain. Nick is a full-time mining investor, commentator, and educator behind the popular website: The Mining Book Guy. In our conversation, Nick and I discuss the parallels between exploration companies and the early days of Facebook, why he believes remote and emerging jurisdictions offer investors the best opportunity to be part of a massive discovery, and other tips, tricks, and hacks for investors looking to improve performance and meet the biggest names in the industry. Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/
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Mar 20, 2019 • 1h 12min

Episode 017: The Coming $10 Billion Discovery With Willem Middelkoop & Commodity Discovery Fund

In today's episode of Resource Insider Podcast, I talk to Willem Middelkoop, founder and fund manager Commodity Discovery Fund. Prior to becoming a full-time mining and commodity investor Willem worked as a photo journalist, financial journalist, TV presenter, and authored several best-selling books, including the Big Reset (which I recommend checking out). In our discussion, Willem and I talk about going from a photo journalist to a mining fund manager, weaknesses in the world’s financial system, and what they mean for the future, why China is on the verge of resuming its historical role in the world, the 4 key components of Willems’ portfolio, and much more. I hope you enjoy this conversation as much as I did! Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/
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Mar 13, 2019 • 1h 25min

Episode 016: Investing For The Risk Averse With Randy Smallwood & Wheaton Precious Metals

In this episode Resource Insider Podcast, I talk to Randy Smallwood, the President & CEO of Wheaton Precious Metals. Wheaton Precious Metals is a Vancouver-based metal streaming company that was instrumental in pioneering the model. Randy and I discuss his early love affair with geology, how to do great deals even if your horrific at predicting commodity prices, why he believes Wheaton Precious is trading at a discount, how to actually buy at the bottom of the commodity cycle, and much more. If you have ever wanted to pick the brain of a streaming pioneer and one of mining’s greatest innovators, you're in for a treat. Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/
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Feb 28, 2019 • 1h 46min

Episode 015: Accessing The World’s Toughest Mining Projects With Tom Mills & Two Ocean Strategy

In today's episode of Resource Insider Podcast, I talk to Tom Mills, a geographer, adventurer and political scientist specializing in managing the above ground risks facing the mining and energy sectors. We discuss how Tom's military background has served him throughout his career, leading projects in war zones, how investors and entrepreneurs can make better decisions in challenging environments, and more. This interview is a master class for any investor looking to understand the risks that companies face in emerging jurisdictions, and for leaders looking to make better decisions in challenging environments. Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/
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Feb 13, 2019 • 55min

Episode 014: Getting S**t Done In The Yukon With Brandon Duncan & Backcountry Resources

Time for a new episode of Resource Insider Podcast. Today I talk to Brandon Duncan, the President and Founder of Backcountry Resources, a Yukon based construction, management and logistics company serving the mining and exploration sector. Brandon and I discuss how he ended up working in the remote Yukon region, the unique challenges miners face working in extreme environments, how to manage remote operations effectively, and much more. This episode will give you a look behind the curtain and understanding of what it takes to successfully execute some of the world’s most promising and challenging exploration projects. Make sure you don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/
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Feb 5, 2019 • 1h 4min

Episode 013: Disrupting The Mining Industry With Steve De Jong

In today's episode of Resource Insider Podcast I talk to Steve de Jong, an entrepreneur from Vancouver determined to disrupt the mining industry. Steve is the CEO of VRify and the Chairman of Integra Resources. We talk about how he got his start in mining and what it’s like to be the CEO of one of the industry’s hottest startups at 28, what it was like to sell Integra Gold Corp for over half a billion dollars, the importance of having mentors that helped him establish himself early, and much more. If you're looking to better understand the resource industry and entrepreneurs excited about making a dent in the space, you won't want to miss today's episode. Don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/
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Jan 11, 2019 • 1h 6min

Episode 012: Investing In A Fast-Changing World With Anthony Milewski & Pala Investments

Today I talk to Anthony Milewski, Chairman and CEO of Cobalt27, a company that owns both physical cobalt as well as various cobalt royalties, and Managing Director at Pala Investments, a mining and metals focused fund based out of Switzerland. Anthony and I talk about how to decide whether you should work at a hedge fund, the background of Anthony's interest in Russia and Eastern Europe, how he looks and analyzes investment opportunities, the best way to take advantage of the changes happening around us, and much more. Don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/
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Dec 12, 2018 • 1h 36min

Episode 011: Brian Paes-Braga & Fiore

In this episode, I'm joined by Brian Paes-Braga. Brian is a partner at the Fiore Group, a private investment firm with interests in the mining, technology, entertainment, and beverage industries. Brian has been involved in a host of entrepreneurial, and philanthropic ventures, but is perhaps best known for founding and leading Lithium-X, alongside mining magnate Frank Guistra. He shares what is what like to sell a mining company for $265M on your 30th birthday, how he approaches potential mentors and gains their support, his approach to striking deals (as he puts it, the best deals leave everyone feeling like they left something on the table), and much more. Don't miss future Resource Insider Podcast episodes by signing up here: capitalistexploits.at/signup/

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