Erik Wetterling – Deep Value Developers and Alpha Catalyst Explorers Are Key To Building An All-Weather Portfolio

Erik Wetterling – Deep Value Developers and Alpha Catalyst Explorers Are Key To Building An All-Weather Portfolio

Erik Wetterling, Founder and Editor of The Hedgeless Horseman website, joins us to discuss stock selection into deep value developers and alpha catalyst explorers to build an ‘all-weather’ portfolio in gold, silver, copper, and uranium equities, that are more resilient to bear market corrections.  He also outlines how he is approaching rebalancing his portfolio from a high-conviction standpoint, and by weighting his positioning heaviest to the junior resource stocks with compelling alpha catalysts on tap in their coming newsflow.    With regards to the junior resource stocks, his perspective is that bear-market corrections hurt sector beta stocks worse, since they are far more dependent on the metals price direction, versus juniors with alpha catalysts that will perform well in any metals price environment if they execute on their work initiatives.   * He further outlines that focusing on alpha catalysts in junior resource stocks, can end up meaning less outperformance during the really bullish periods, but conversely less downsize pressure during sector corrections.   Erik highlights some positive catalysts in a few more advanced developers like Montage Gold Corp. (TSX: MAU, OTCQX: MAUTF), Cerro de Pasco Resources Inc. (TSXV: CDPR) (OTCQX: CDPMF), and District Metals Corp. (TSXV: DMX) (Nasdaq First North: DMXSE SDB) (OTCQX: DMXCF)   Additionally, Erik points to the positive risk/reward value proposition in the earlier-stage exploration companies that are going after tier-one discoveries with strategic partner funding in the NewQuest Capital group:  Inflection Resources Ltd. (CSE: AUCU) (OTCQB: AUCUF),  Headwater Gold Inc. (CSE: HWG) (OTCQX: HWAUF), and Red Canyon Resources Ltd. (CSE: REDC | OTCQB: REDRF).   Click here to follow Erik’s analysis over at The Hedgeless Horseman website [https://www.thehedgelesshorseman.com/]    * In full disclosure, some companies mentioned by Erik in this interview, are positions held in his personal portfolio, and also may be site sponsors of The Hedgeless Horseman website at the time of this recording.     For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ [https://kereport.substack.com/] Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ [https://excelsiorprosperity.substack.com/]     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Dave Erfle - Precious Metals Rebound: Key Technical Levels, Fed Speculation, and Mining Sector Valuations

In this Daily Editorial, we are joined by Dave Erfle, the founder and editor of the Junior Miner Junky. Following a challenging week for precious metals, Dave provides a breakdown of the recent technical reversals, macro shifts, and what lies ahead for major producers and junior miners alike. Key discussion points include: * The Precious Metals Rebound: Why recent technical breakdowns on the daily and weekly charts didn't prevent a powerful short-term turnaround, and what these potential island reversals mean for the sector's immediate direction. * Fed Speculation and Macro Pressures: How upcoming central bank decisions, persistent inflation realities, and geopolitical resolutions are reshaping investor expectations for the back half of the year. * The Valuation Disconnect in Mining Equities: The gap between current producer stock prices and their record-breaking profit margins, highlighting a historical anomaly in how the market values cash-flowing miners. * Mexico's Shifting Permitting Landscape: The major underground permitting breakthrough for a junior miner in Mexico.   Click here to visit the Junior Miner Junky website to learn more about Dave’s investment letter - https://www.juniorminerjunky.com/ [https://www.juniorminerjunky.com/]   ----------------- For more market commentary & interview summaries, subscribe to our Substacks:  * The KE Report: https://kereport.substack.com/ [https://kereport.substack.com/]  * Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ [https://excelsiorprosperity.substack.com/]   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

District Metals - Details On The Swedish Parliament Passing Permitting Reform

In this Company Update, I chat with Garrett Ainsworth, President and CEO of District Metals (TSX.V:DMX - OTCQX:DMXCF - Nasdaq First North: DMXSE SDB), to discuss recent legislative changes impacting the mining sector in Sweden. Garrett sheds light on what this regulatory shift means for the future of resource development, how it streamlines the pathway for advanced projects, and the broader political landscape ahead of Sweden's general election.    Key Discussion Points * Swedish Legislative Shift: An overview of the parliament's decisive vote to eliminate the municipal veto on uranium processing, streamlining the pathway for energy metals. * Implications for District Metals: A look into how these regulatory updates align with the company’s long-term portfolio strategy in Sweden. * Political Outlook & Alum Shale Inquiry: An overview of upcoming political milestones, including the September general election and the scope of the ongoing government inquiry. * Upcoming Exploration & Work Programs: An entry into the company's immediate plans, featuring upcoming drill programs, airborne surveys, and detailed economic impact studies.   If you have any follow up questions for Garrett please email me at Fleck@kereport.com [Fleck@kereport.com].   Click here to visit the District Metals website to learn more about the Company - https://www.districtmetals.com/ [https://www.districtmetals.com/]   --------------------- For more market commentary & interview summaries, subscribe to our Substacks:  * The KE Report: https://kereport.substack.com/ [https://kereport.substack.com/]  * Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ [https://excelsiorprosperity.substack.com/]   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Silverco Mining - Ramping Up Production At 2 Silver Mines In Mexico In H2 2026

Mark Ayranto, President and CEO of Silverco Mining Ltd. (TSXV: SICO) (OTCQB: SICOF), joins us for a comprehensive overview of the development work and ramp up into production on tap at their La Negra Mine and then their past-producing Cusi Mine, both located in Mexico.  We also discuss the 45,000 meters of drilling that will be split between the 2 projects, and their 3-year growth plan.   The La Negra Mine is a currently producing underground silver-lead-zinc-copper mine that was restarted in 2024 and is currently operating at 55% of its 2,500 tonne per day capacity. Mining is completed using room and pillar and long hole methods and the processing plant employs a standard crushing, grinding, flotation, and filtration circuit producing lead-silver, copper-silver, and zinc concentrates. The project is located along the Sierra Gorda Belt within a land package that has seen limited exploration over the last two decades.  The Company plans to conduct 15,000-20,000 meters of drilling across the project to grow resources and expand the production profile.   The Cusi Property includes a past-producing underground silver-lead-zinc-gold project approximately 135 kilometres west of Chihuahua City and a 1,200 tonne per day mill with tailings capacity approximately 40 kilometres from the mine. The project boasts excellent infrastructure, including paved highway access and connection to the national power grid. Cusi lies within the prolific Sierra Madre Occidental gold-silver belt and hosts multiple historical silver-gold-lead-zinc producing mines and several significant exploration targets. A recent Preliminary Economic Assessment outlined compelling economics for a restart that is targeted to begin in H2 2026. The Company plans to conduct 30,000 meters of drilling across the project and new land concessions to grow resources and expand the production profile.     If you have any follow up questions for Mark regarding Silverco Mining, then please email those in to us at Fleck@kereport.com [Fleck@kereport.com] or  Shad@kereport.com [Shad@kereport.com].   * In full disclosure, Shad is a shareholder of Silverco Mining at the time of this recording and may choose to buy or sell shares in the market at any time.   Click here to follow the latest news from Silverco Mining [https://www.silvercomining.com/news-releases/]   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ [https://kereport.substack.com/] Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ [https://excelsiorprosperity.substack.com/]     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

Craig Hemke - Is the Gold Bull Market Back? Technicals vs. Fundamentals

In this Daily Editorial, Craig Hemke, founder and editor of the TF Metals Report, joins us to analyze the recent surge in the precious metals market. With gold and silver breaking key technical levels, we discuss whether this is a sustainable trend or just a "dead cat bounce." In this episode, we cover: * Technical Levels to Watch: Craig breaks down the "double bottom" in gold and silver and explains why staying above the 200-day moving average is critical for a bullish outlook. * The Dollar Correlation: Why the US Dollar Index (DXY) staying in a tight range is actually providing a tailwind for metals, and what happens if it breaks below 98. * Technical vs. Fundamental Analysis: A deep dive into the never-ending debate—does the technical chart predict the future, or are the fundamental drivers of debt and inflation the only things that truly matter?   Click here to visit Craig’s website - TF Metals Report - https://www.tfmetalsreport.com/ [https://www.tfmetalsreport.com/]   ------------------------ For more market commentary & interview summaries, subscribe to our Substacks:  * The KE Report: https://kereport.substack.com/ [https://kereport.substack.com/]  * Shad’s resource market commentary: https://excelsiorprosperity.substack.com/ [https://excelsiorprosperity.substack.com/]   Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security or investment product. Investing in equities, commodities, really everything involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.