The Market Feels Calm. Jim Bianco Says Look Deeper.

The Market Feels Calm. Jim Bianco Says Look Deeper.

Jim Bianco of Bianco Research returns to Mining Stock Daily for a wide-ranging macro discussion covering the evolving Strait of Hormuz crisis, oil inventories, inflation, interest rates, and the future direction of Federal Reserve policy. The conversation explores why financial markets remain remarkably calm despite tightening physical oil markets, whether rising yields reflect a stronger economy or persistent inflation, and why Jim believes investors should pay close attention to the changing dynamics inside the Federal Reserve under its new leadership. Trevor and Jim also debate the AI investment boom, the sustainability of massive capital spending on data centers, passive investing, and whether today's market resembles the early innings of the internet revolution or the peak of a speculative bubble. The episode concludes with a look back at the Mar-a-Lago Accord thesis discussed a year ago, examining which ideas have materialized, what remains ahead, and how shifting policy priorities could reshape markets over the coming years. From energy and geopolitics to AI, bonds, and monetary policy, this is a timely conversation connecting many of the biggest themes driving markets today. ______ Terrahutton empowers junior mining companies to secure investment with immersive, interactive, and visually striking storytelling. Learn more about the Terrahutton platform ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠HERE⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.terrahutton.io/] ______ This episode of Mining Stock Daily is brought to you by...  ⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://revival-gold.com/] ⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠ [https://vizslasilvercorp.com/] ⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠ [https://www.equinoxgold.com/] ⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠ [https://integraresources.com/]

Liberty Gold CEO Jon Gilligan on Black Pine's Path to a 2028 Construction Decision

In this Mining Stock Daily interview, Liberty Gold CEO Jon Gilligan breaks down Black Pine's growing oxide gold resource, now at 4.88 million indicated ounces, and the project's low-cost, high-leverage economics heading into a Q4 2026 Feasibility Study. He addresses the gap between the PFS base case and headline gold-price scenarios, the company's cost structure and capital needs, and what's left to prove before a 2028 construction decision.

Pirate Gold Intersects 0.54% Cu Eq over 180.8m, Including 1.48% Cu Eq over 49.4m, in New Grassroots Copper-Gold Porphyry Epithermal Discovery at Moby Dick

Pirate Gold CEO Denis Laviolette told Mining Stock Daily that the Moby Dick assay results represent a genuine grassroots discovery at Crippleback. With a barge already on Crippleback Lake targeting shallower horizons, additional holes in the lab, and targets across the Valentine Lake and North Arm faults still to come, Laviolette described Crippleback as an all-you-can-eat buffet of mineralization with significant news flow ahead.

Yukon Metals Launches Summer Drill Campaign Across AZ and Birch Porphyry Targets

Yukon Metals CEO Jim Coates outlines the company’s summer exploration plans across its Yukon copper-gold portfolio, including a 5,000-metre drill campaign split between the AZ and Birch projects. At AZ, Yukon is following up on potassic alteration, porphyry-style geochemistry, and IP results from last season. At Birch, drilling will test a 700-metre skarn system while geophysics investigates a possible porphyry source area marked by molybdenum, tellurium, and potassium-thorium indicators. Coates also discusses the company’s recent $13 million financing and a very active Yukon exploration season.

Morning Briefing: Energy Fuels Awards a $725M Loan from the US Government

The US government has signed a $725 million conditional loan commitment with Energy Fuels to boost domestic processing of rare earth elements. K2 Gold has drilled extensive disseminated mineralization and gold-silver epithermal quartz veins at the Si2 Gold Project in Nevada's Walker Lane Trend. New drill results from Heliostar Metals, STLLR Gold and RUA Gold. This episode of Mining Stock Daily is brought to you by...  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://revival-gold.com/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://vizslasilvercorp.com/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ [https://www.equinoxgold.com/] ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠⁠ [https://integraresources.com/]